As expected, a second wave of clean energy investing is now in force. Experienced investors from the first wave (2005-2014) who had less than impressive returns are back in action. Much like the second wave of internet investing that led to the massively valued social media companies, I anticipate the Cleantech 2.0 will yield a number of valuable franchises.
On a related note, the research on VC and cleantech that TBJ Investments contributed to is on Connected Papers, which links the paper to prior art and derivative works:
https://www.connectedpapers.com/main/61a95467ba058f0ced44cb5afd4ea5805f804ef3/Venture-Capital-and-Cleantech-The-wrong-model-for-energy-innovation/graph
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