The Limits of Venture Capital and Cleantech

I just watched a segment on one of the financial channels featuring venture capital investment in cleantech. I have mixed feelings on this, which is to say that I see this as a rich investment category but one that has many unfamiliar obstacles for Silicon Valley investors.

Cleantech investing is a major next wave for investors, [...]

The Venture Capital Math Problem

I wish I could add something insightful to this post from Fred but when combined with the extensive comments (must read) I don’t think many people could contribute an insight not already covered. In fact, this entire post plus the comment thread is so deep that it could be the basis for a 2nd year [...]

The VC Model is Broken (Again)

I don’t disagree with Matt on the thesis in his recent post, in fact I think he is well positioned to make this observation given the intimacy by which he covers the venture business, and the fact that he covered the last bubble as well, which gives him a good historical perspective.

While I don’t disagree [...]

Google M&A

David Lawee was asked yesterday while on a panel at TC50 about exit strategies what the most successful acquisitions that Google has done to date. His answer was insightful and I think quite candid, he pointed out Keyhole, Urchin, and WrightleyWritely and in each case referenced how the company was able to retain the people [...]

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The VC Puff Piece Template

I hate reading newspaper and magazine articles about venture capitalists, such as the one today on SFGate (which BTW I am not liking their site redesign) on Steve Jurvetson. As an aside, It’s too bad he essentially gave up the J Curve blog.

Almost invariably these puff pieces feature the same template:

Establish the bona [...]

The Real VCs of Silicon Valley?

Sramana continues to make a very valid point about the disruption in Silicon Valley is increasingly less about the technology innovations and more about how these companies are financed.

Venturebeat reports that Foundation Capital has raised a $750 Million new fund. The firm’s last fund was $525 million, closed two years ago. Goes back [...]

Incrementalism and The New New Thing

Sometimes my best thinking takes place in my garden where in the mindless routines of yard work I am free to meander through any range of topics and ideas. Last Saturday was just such a day.

I wrote recently about VC loss of attraction in Web 2.0 and the thing that was frightening about that thought [...]

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