A lot of money is being poured into the smart grid space. Should investors be worried? In “How Investors Can Avoid the Smart Grid Bubble” (subscription required), Earth2Tech’s Katie Fehrenbacher explores the areas of the smart grid that are approaching bubble-like proportions, like home energy management. VCs might want to train their sights on niche players in the “less sexy,” but no less critical aspects of the grid. Visit the latest GigaOM Pro Long View for more of Katie’s insightful analysis.