There was an article yesterday in The Wall Street Journal suggesting that until recently, Kleiner, Perkins, Caufiled & Byers took a siesta on investing in tech companies while placing bets on clean tech. So post-nap, after having missed a number of cool tech start-ups, they hired Mary Meeker a great mind, data organizer and trend reported to help them earn some new stripes in the VC area which they kind of invented. Kleiner is still interested in clean tech but The Journal reports they’re refocusing on the tech sector in a hearty way.
If clean tech was easy it wouldn’t be worth investing in. Please, please John Doerr, give “clean” your best. Find exciting new energy engineers. Find algae chemists. Optical engineers. And biologists with the vision to help us plot the way. We’ve only got a million more years on this planet and your investments in clean energy will make a difference. Making money is cyclical, history is not. Stay the course my Kleiner brothers and sisters! Clean us up. Peace!
Tags: Clean tech, energy engineers, green tech, John Doerr, Kleiner Perkins, kleiner perkins caufield & byers, mary meeker, vc, whats the idea, whatstheidea
Slide 4 in Mary Meekers’s Morgan Stanley presentation entitled “Internet Trends 2010” shows the pace of mobile internet adoption. It compares iPhone/iTouch to that of AOL’s desktop, Netscape desktop and NTT docomo iMode; laying out growth by users, by quarter from launch.
iPhone’s Internet access tipped 86 million users in its 11th quarter – less than 3 years. Let’s just say the others never came close to coming close. (Check out the chart on slide 4.) Smartphone growth is hockey sticking. Motorola is starting to get it. HP bought Palm and should buy some corporate share. Blackberry is too big and too rich to fail, even though they’re getting a little paunchy around the middle. And we haven’t even started to talk about the software guys Google (after its trivestiture), Microsoft (drawing a blank) and carrier switch provider Alcatel-Lucent.
Ladies and germs, smartphones are the future of computing, commerce and community. They will dock next to monitors and keyboards, but they are the device. Think about the iPhone4’s new videoconference app. Wait for fingerprint apps, and galvanic skin response apps, sobriety apps…. Cool times, these. Marketers, put on your thinking apps (I mean caps), innovation awaits! Peace!
Tags: alcatel-lucent, AOL, apple, blackberry, docomo, google, hp, iphone4, marketing, mary meeker, morgan Stanley, motorola, netscape, ntt, smartphone marketing, thinking apps, whats the idea, whatstheidea