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DanielleFong's profile
𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪
𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪
𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪
@DanielleFong

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𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪

@DanielleFong

𝔞 𝔟𝔩𝔞𝕤𝔱 𝔣𝔯𝔬𝔪 𝔱𝕙𝖊 𝔭𝔞𝔰𝔱 𝕝𝕖𝕧𝕖𝕝 𝟛𝟚 𝕤𝕠𝕣𝕔𝕖𝕣𝕖𝕤𝕤, 𝕙𝕒𝕣𝕕𝕔𝕠𝕣𝕖 𝕞𝕠𝕕𝕖

.earth  🌎
daniellefong.com
Joined February 2008

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    1. michael_nielsen‏ @michael_nielsen 20 Dec 2019
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      Failed A-round VC investments in SV, 2006-2011. Fascinating to see (a) software consistently above 90%; (b) medical and cleantech hit very hard by the financial crisis, but software not. https://energy.mit.edu/wp-content/uploads/2016/07/MITEI-WP-2016-06.pdf …pic.twitter.com/wB4j94af5u

      6 replies 7 retweets 60 likes
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    2. michael_nielsen‏ @michael_nielsen 20 Dec 2019
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      And here's the tail - the 10 best-performing investments in each sector.pic.twitter.com/CCF4yjk86o

      2 replies 0 retweets 9 likes
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    3. michael_nielsen‏ @michael_nielsen 20 Dec 2019
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      Renewable energy is currently growing at a rate of 15-20% per year (Joules, though dollars can't be that far away), compared to energy as a whole (more like 2%). So it seems like it should be a massively expanding domain for investment.

      1 reply 0 retweets 5 likes
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    4. michael_nielsen‏ @michael_nielsen 20 Dec 2019
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      Trying to square that with the SV conventional wisdom that cleantech was a bust. It may just be that 2006-2011 was just a phenomenally bad time for a big increase in investing (financial crisis and fracking both happened in the middle).

      1 reply 0 retweets 6 likes
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    5. michael_nielsen‏ @michael_nielsen 20 Dec 2019
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      I must admit, I also wonder if it's just that SV is the wrong place, much as investing in high-risk software startups is a bad investment idea (though often a social good!) in most cities.

      2 replies 0 retweets 10 likes
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    6. michael_nielsen‏ @michael_nielsen 20 Dec 2019
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      Basically, if you take out Nest, that 2006-2011 window really did poorly.pic.twitter.com/TrNkYJauT8

      3 replies 0 retweets 11 likes
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    7. michael_nielsen‏ @michael_nielsen 20 Dec 2019
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      Of course, "if you take out Nest" is arguably an error, a bit like saying "if you take out Amazon, Facebook and Google, internet software companies haven't done nearly as well". True, but kinda misses the point.

      2 replies 0 retweets 9 likes
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    8. michael_nielsen‏ @michael_nielsen 21 Dec 2019
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      An interesting point: arguably the fracking / CleanTech distinction is artificial, & a more natural category (at least, with respect to market forces) is "new energy sources". It'd be interesting to see the analysis redone including fracking. ht @fischer_cr for making this point

      3 replies 0 retweets 4 likes
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    9. michael_nielsen‏ @michael_nielsen 21 Dec 2019
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      Put another way: considered as a market, fracking was the big winner in new energy, and arguably that entire market segment was a very successful investment category. CleanTech simply happened to be a less successful slice. (Again, in purely economic terms, not wrt other goals)

      1 reply 0 retweets 3 likes
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    10. 𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪‏ @DanielleFong 21 Dec 2019
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      Replying to @michael_nielsen

      a really really good thinker on this topic is https://mnordan.com/2015/06/16/prime-coalition-a-new-funding-model-for-radical-energy-innovation/ … -- can recommend a discussion. The TLDR is that software is cheap and medical startups had a sort of clear scaling ladder (e.g. phase 1-3 trials). Cleantech might have had one but was hit hard by successive...

      1 reply 1 retweet 4 likes
      𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪‏ @DanielleFong 21 Dec 2019
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      Replying to @DanielleFong @michael_nielsen

      ...disasters -- the great recession, the huge retreat in government support, including the DOE loan blowups in 2011 (a lot of companies were forced to return loans in part due to the republican congress, esp. after Solyndra), this took out *most* late stage co's and investors...

      5:10 PM - 21 Dec 2019
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        1. New conversation
        2. 𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪‏ @DanielleFong 21 Dec 2019
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          Replying to @DanielleFong @michael_nielsen

          ...the remaining investors in cleantech, funding development, as opposed to research, relied on later stage funding by industry players, especially energy companies. These were hit very hard by the oil price collapse in 2014. Also the CEO of Total died, a major champion.

          1 reply 0 retweets 0 likes
        3. 𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪‏ @DanielleFong 21 Dec 2019
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          Replying to @DanielleFong @michael_nielsen

          after that, most companies looked to China. But then there was a major stock market collapse in the Chinese stock markets in 2015. By this point it was really only a few companies left, there was very little systematic investment in cleantech as a sector from 2014.

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