business opportunities in the cleantech sector one view from silicon valley
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Business Opportunities In the Cleantech Sector One View from Silicon Valley. Presented at Sweden - U.S. Entrepreneurial Forum 2008 October 22, 2008. Prepared by Tom Kosnik Fenwick and West Consulting Professor. Agenda. Has Cleantech crossed the Chasm? Cleantech VC investment Trends - PowerPoint PPT PresentationTRANSCRIPT
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Business Opportunities In the Cleantech SectorOne View from Silicon Valley
Presented at Sweden - U.S. Entrepreneurial Forum 2008
October 22, 2008
Prepared by Tom Kosnik Fenwick and West Consulting Professor
![Page 2: Business Opportunities In the Cleantech Sector One View from Silicon Valley](https://reader036.vdocuments.mx/reader036/viewer/2022062410/568159fd550346895dc749f8/html5/thumbnails/2.jpg)
Agenda
• Has Cleantech crossed the Chasm?
• Cleantech VC investment Trends
• Cleantech Categories
• Each Cleantech category has chasms to cross
• Tried and True Models are taking cleantech innovations to market
• Visionary VCs are fishing for winners
• Visionary cleantech VCs in Silicon Valley
• Cleantech chasm crossing is scary and fun!
• Sweden is a hothouse for cleantech innovation!
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® Copyright 2007Mohr, Davidow Ventures
Time
Rev
enu
e G
row
th
Technology AdoptionLife Cycle
GrowthMarket
Mature Market
Declining Market
Indefinitely elasticmiddle
End of Life
A
FaultLine!
E
DC
B
Has Cleantech Crossed the Chasm?
Chasm
Source: Moore Geoffrey A. (2002), Crossing the Chasm; Moore (2005), Dealing with Darwin
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Energy Related VC Investments Soared
in 2008USDMillions
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Cleantech VC investment reached $2.6 billion in 3Q08
"Cleantech venture investing has continued to show strong growth despite the unprecedented turmoil in the credit markets during the quarter.” Michael Goguen, Managing Partner, Sequoia Capital
Source: Cleantech LLC, October 8, 2008
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CleanTech Categories
1. Clean Air2. Clean Water3. Waste Treatment4. Energy Efficiency5. Green Building6. Renewable Energy7. Smart Power8. Clean Transportation9. Clean Cosmetics10. Cleantech Social Movements
Categories Adapted from:
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Each Cleantech category has
chasms to cross
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® Copyright 2007Mohr, Davidow Ventures
Tried and True Models are Taking Cleantech
Innovations to Market
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Visionary VCs areFishing for Cleantech
Winners.
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® Copyright 2007Mohr, Davidow Ventures
Visionary Cleantech VCs in Silicon Valley
Kleiner Perkins Caulfield and Byers
21 partners focused on Cleantech, including Al Gore and John Doerr
http://kpcb.com
Khosla Ventuers Vinod Khosla left KPCB to focus on cleantech
http://www.khoslaventures.com/
Mohr Davidow Ventures
Eric Straser was an early mover in cleantech VC
http://mdv.com/
Foundation Capital Foundation Capital recognized for leadership in cleantech. Steve Vassalo was an early mover
http://www.foundationcapital.com/
Draper, Fisher Jurvetson (DFJ)
Global focus, Raj Atluru was early mover in clearntech
http://dfj.com/
Technology Partners Ira Ehrenpreis was an early mover in cleantech
http://www.technologypartners.com/
Lightspeed Venture Partners
Moving rapidly into cleantech. Andrew Chung is a rising star.
http://www.lightspeedvp.com/
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CleantechChasm Crossing is
scary and fun!
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Sweden is a hothouse for cleantech innovations!
Thank You!
Tom KosnikSkype: thomas.j.kosnik
1-650 450 3330