Bessemer Venture Partners

The classic “triple, double” SaaS growth rule still applies — but AI companies are rewriting the playbook. Some are hitting $100M ARR in less than two years. A few could cross $10B even faster. As Byron Deeter puts it, these “supernova” startups are redefining what hypergrowth looks like — while still proving that fundamentals matter more than ever. Hear Byron’s full conversation on 20VC with Harry Stebbings: https://lnkd.in/gtEzbeSs #AI #startups #venturecapital #business #technology

There’s massive opportunity ahead in vertical AI — but the next $10B company may not be a vertical at all. Bessemer Partner Ariel Sterman says the data infrastructure powering this new generation of AI-native applications will need to be completely rebuilt. That’s where the next wave of innovation—and value creation—will happen. Subscribe for more founder-focused insights: bvp.com/subscribe #startups #infrastructure #venturecapital #technology #data

A hundred years of medical breakthroughs — in one decade. Bessemer Partner Byron Deeter says AI could completely transform healthcare, from diagnosis and treatment to patient follow-ups and preventative care. It’s one of the most promising areas for AI innovation — and one that could reshape patient care forever. 🎙️ Watch the full episode on 20VC: https://lnkd.in/gtEzbeSs #AI #Healthcare #business #VentureCapital #technology

Chip design and verification have been one of the most complex and resource-intensive challenges in engineering — until ChipAgents ⚙️ Chips are foundational, powering everything from AI accelerators and data-center processors to automotive controllers. ChipAgents is building intelligent AI agents that transform how chips are designed and verified, aiming to harness the power of agentic AI at the core of the Electronic Design Automation (EDA) process. We’re excited to back CEO and founder William Wang by leading ChipAgents’ $21M Series A to make chip design faster, more reliable, and even more scalable. We sat down with William to hear the company’s vision that goes beyond innovation — a vision defining the future of EDA. Read the full Q&A to learn more 👉 https://lnkd.in/gJSncKUq

𝐀 𝐛𝐢𝐠 𝐰𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 Marla Jalbut, MD, MBA., 𝐚𝐬 𝐬𝐡𝐞 𝐣𝐨𝐢𝐧𝐬 𝐁𝐞𝐬𝐬𝐞𝐦𝐞𝐫 𝐚𝐬 𝐨𝐮𝐫 𝐧𝐞𝐰𝐞𝐬𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫! Marla will be focusing on Biotech and Healthcare deals with Partner Andrew Hedin in our Boston Office. She brings a rare combination of scientific depth, clinical experience, and investment insight to our healthcare and life sciences practice. She earned her AB from Princeton University, an MD from Tufts University, and an MBA from Harvard Business School, and completed her Internal Medicine training at Yale. Before joining Bessemer, Marla was an investor at Omega Funds, a biotech specialist firm in Boston, where she worked across the spectrum—from early company creation to late-stage clinical development. In addition to her investing work, Marla continues to serve as an Attending Physician at Massachusetts General Hospital and on the faculty at Harvard Medical School, where she teaches, mentors, and still finds time to see patients in the ER and inpatient settings. We’re excited for the energy, intellect, and perspective Marla brings to Bessemer as we continue to back the next generation of healthcare innovators.

📣 New episode alert 📣 This week on The Heart of Healthcare Podcast, Steve and Michael sit down with Clay Bavor, co-founder of Sierra to discuss how AI agents are reshaping how companies interact with customers and what that means for healthcare. Topics covered include: 🧠 Horizontal vs. vertical AI solutions ⚙️ If systems of action will take over systems of record in enterprise AI 🫀 How empathy, tone, and even “voice sommeliers” help AI sound more human 📉 The risks of AI job displacement 🚀 Staying grounded as a unicorn entrepreneur Listen today on Spotify https://bit.ly/47ge68e or Apple Podcasts http://bit.ly/4nkbrQN

𝐓𝐰𝐨 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐞𝐯𝐞𝐫𝐲 𝐟𝐨𝐮𝐧𝐝𝐞𝐫 𝐬𝐡𝐨𝐮𝐥𝐝 𝐚𝐬𝐤 𝐭𝐡𝐞𝐢𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬: 1️⃣ Where does your capital come from? 2️⃣ Can I speak to some founders you’ve worked with? Bessemer Partner Alex Ferrara says he’s always surprised more founders don’t ask about the source of a firm’s capital or request references before bringing a VC onto their board. These conversations can reveal a lot about the values and behavior of the people who will be in your corner for years to come. Subscribe for more founder insights: bvp.com/subscribe #startups #founderadvice #venturecapital #technology #innovation 

🚨 ICYMI: Jensen Huang talks AI leadership at Cloud 100. Our biweekly newsletter of the latest venture insights and news is out now. This week includes — 📊 A new in-depth guide to generating demand from scratch as an early-stage AI startup, with insights from Allyson Letteri 🤝 NVIDIA CEO Jensen Huang joined the Cloud 100 stage with Bessemer's Byron Deeter to discuss the evolving nature of innovation and leadership 📈 How Recall.ai’s co-founder, Amanda Zhu, revamped her messaging and grew deal size by 67% ⚖️ A look inside EvenUp’s $150M Series E, Bessemer’s third and largest investment in the company to date Discover more 👇 Read: https://lnkd.in/gj9pAbW5 Subscribe for more: https://lnkd.in/grR3qYja