Comments on: Will VCs Reap the Cleantech Seed Deals They Sow? http://gigaom.com/2008/08/01/will-vcs-reap-the-cleantech-seed-deals-they-sow/ Trusted Insights and Conversations on the Next Wave of Technology Mon, 23 Nov 2009 03:36:31 +0000 http://wordpress.com/ hourly 1 By: Alan Wilensky http://gigaom.com/2008/08/01/will-vcs-reap-the-cleantech-seed-deals-they-sow/#comment-891619 Alan Wilensky Fri, 01 Aug 2008 13:19:08 +0000 http://gigaom.com/?p=15973#comment-891619 Ok, let me see if I got this right: 1) on the one hand, we have the past pouring of cake into horrible business models of the free, ad-supported, and general cesspool of social media and video sharing. Most of these will fail and take the vc cake with them. The exists that did come, and are yet to come, will be the best that the industry could deliver. How many YASN and YAVSS can an industry support?" 2) Now we have VC flowing into clean green with a time horizon more akin to the Super Mini days of DEC and Data General - like a 10-15 year to liquidity term. 3) Meanwhile, back at the ranch, the institutional and VC money has all along been crapping on technical vertical markets for the skilled trades and mid-range enterprise web applications. All of these, most, have impeccable and provable business models in which their revenues are supported by true subscriber dollars. hmmm. Ok, let me see if I got this right:

1) on the one hand, we have the past pouring of cake into horrible business models of the free, ad-supported, and general cesspool of social media and video sharing. Most of these will fail and take the vc cake with them.

The exists that did come, and are yet to come, will be the best that the industry could deliver. How many YASN and YAVSS can an industry support?”

2) Now we have VC flowing into clean green with a time horizon more akin to the Super Mini days of DEC and Data General – like a 10-15 year to liquidity term.

3) Meanwhile, back at the ranch, the institutional and VC money has all along been crapping on technical vertical markets for the skilled trades and mid-range enterprise web applications. All of these, most, have impeccable and provable business models in which their revenues are supported by true subscriber dollars.

hmmm.

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