Markets, Markets, and Markets

In 2006, billionaire technology investor John Doerr announced that “green is the new red, white and blue.” He could have stopped at “red.” As Doerr himself said, “Internet-sized markets are in the billions of dollars; the energy markets are in the trillions.” What he didn’t say is that huge, trillion-dollar markets mean ruthless, bloody competition

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 One thing I'm always on the lookout for with people. Are they moving quickly? Are they evolving quickly? In my view, at the end of the day, when you're betting on a founder, especially if the market's not super clear, what you're trying to do is, you're trying to predict that, that particular person will have as many shots on goal as possible

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