Category Archives: Numbers

Square Pegs, Round Holes, and Innovation

I spoke a couple of weeks ago at the NextWave Greentech Investing conference (organized by my friend Rob Day at Black Coral Capital). My aim was to describe the past, present, and future of investment in energy and environmental innovation … Continue reading

Posted in Numbers, Venture capital | 1 Comment

The State of Cleantech Venture Capital: What Lies Ahead

(A version of this post also appeared at GigaOM.) tl;dr: Cleantech VC is receding because of poor short-term performance – no surprise in a post-bubble field with outsized time and money requirements. The category is about to go on a … Continue reading

Posted in Numbers, The State of Cleantech VC 2012, Venture capital | 8 Comments

The Very Curious Hybrid Boom

tl;dr: U.S. hybrid vehicle sales were up 61% in 2012. It’s unclear why. Riddle me this: Why did U.S. hybrid sales take off last year? Prior to 2012, hybrids looked like something between a fad and a niche. Sales peaked … Continue reading

Posted in Consumers, Numbers, Transportation | 10 Comments

Entrepreneur Tools: The Returns Analysis

tl;dr: To successfully target VCs, view your deal through their eyes. I got an outstanding piece of advice in my first job: “Always see the world from the other person’s point of view.” If you’re trying to sign the pivotal … Continue reading

Posted in Numbers, Unsolicited advice, Venture capital | 1 Comment

What Makes a Great Cleantech Team?

tl;dr: Winning cleantech start-up teams are complete at founding, have strong pre-existing relationships, and include the inventor of the core technology. This post was co-written with Josh Rogers, a former Venrock intern who’s now in National Grid’s Strategic Planning and … Continue reading

Posted in Numbers | 5 Comments

Who Wins ARPA-E Grants?

tl;dr: You can’t cheat your way to an ARPA-E grant by gaming the system. The program appears to be run in a remarkably unbiased fashion. Most folks in energy start-up land know that ARPA-E – the U.S. government agency launched … Continue reading

Posted in Current events, Numbers | 6 Comments

Q&A Roundup

I’ve gotten a ton of feedback on the “state of cleantech VC” series – thanks so much to everyone who reached out! I’ve found myself discussing some of the same points with different people more than once, so I figured … Continue reading

Posted in Numbers, Venture capital | Leave a comment