@pmarca @DanielleFong Still fundamental hurdles to VCs beyond historical losses: long sales cycles, time to market, capital expense.
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Replying to @yoavlurie
@yoavlurie@pmarca not historically so anti-thetical to VC; needs great entrepreneurial work though. modern super cheap IT is new2 replies 0 retweets 1 like -
Replying to @DanielleFong
@DanielleFong@pmarca but, then there aren't the same mechanic of large scale acquirers, which limits options...1 reply 0 retweets 0 likes -
Replying to @yoavlurie
@yoavlurie@pmarca again, large scale acquirers + super cheap IT startups + mobile/web distribution is a new phenomenon, and a good one1 reply 0 retweets 1 like -
Replying to @DanielleFong
@yoavlurie@pmarca that's just nothing like it thus far in cleantech. Tesla, GE, Boeing, Exxon aren't buying; lab prototypes aren't scaled2 replies 0 retweets 0 likes -
Replying to @DanielleFong
@DanielleFong@pmarca how big a role is the fund cycle? <10 years to get to exit. For many of the companies doing biggest work, too short3 replies 0 retweets 0 likes -
Replying to @yoavlurie
@yoavlurie@pmarca hard for me to say on this end. in my experience funds are already super allocated pretty early.1 reply 0 retweets 0 likes -
Replying to @DanielleFong
@DanielleFong@pmarca just thinking about the time it requires a tech like yours to fully mature. Can that fit w/in a VC's time horizon?2 replies 0 retweets 0 likes
@yoavlurie @pmarca but all the dynamics that really control financing seem to play out well before the fund ends...
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