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綠色科技正在怎樣吞食世界

綠色科技正在怎樣吞食世界

Erin Griffith 2017年05月10日
綠色科技企業(yè)如今已經(jīng)準備好借助數(shù)字領域成本大幅降低的利好,給工業(yè)、能源、環(huán)境、制造和運輸領域帶來影響,現(xiàn)在可以擴大對“綠色”投資的定義了。

許多投資者可能還記得之前的“綠色科技泡沫”。投資公司花費數(shù)億美元去資助清潔能源和綠色科技企業(yè),但這些企業(yè)大多遭遇了慘痛的失敗。投資者開始退出這個領域。

而如今,按照兩家杰出的清潔能源技術投資公司的說法,綠色科技正在吞食世界。本周二,Kleiner Perkins綠色成長基金(Green Growth Fund)的大衛(wèi)·芒特和Prelude Ventures的創(chuàng)始人加布里埃爾·克拉在新奧爾良舉辦的新興技術大會Collision上,討論了這個領域的發(fā)展。

芒特稱,2008年綠色科技泡沫的那些企業(yè)“低估了發(fā)展這項技術所需的成本,高估了消費者采用他們產品的緊迫性,可能還低估了競爭格局的變化速度?!辈贿^該領域現(xiàn)在已經(jīng)吸取了教訓。

他們表示,如今,初創(chuàng)公司正越來越多地為工業(yè)用途開發(fā)“綠色”技術,它們或許可以被歸為農業(yè)技術、物聯(lián)網(wǎng)或自動技術之類,不過對綠色技術投資者而言也是機遇。

芒特說,綠色科技企業(yè)如今已經(jīng)“準備好借助數(shù)字領域成本大幅降低的利好,給工業(yè)、能源、環(huán)境、制造和運輸領域帶來影響”。所以,現(xiàn)在可以擴大對“綠色”投資的定義了。克拉表示:“我們的機會很多?!?/p>

我問他們,支持煤炭的特朗普總統(tǒng)上臺,是否會改變他們的投資預期?答案是否定的??死兔⑻乇硎?,短期內,他們會投資使用綠色技術節(jié)省公司成本,帶來經(jīng)濟價值的企業(yè)。也許下一任總統(tǒng)上臺時,他們會加快投資步伐。芒特指出,他考慮的是長期投資,碳排放和經(jīng)濟生產力的歷史聯(lián)系還需要10年到30年的時間才會消失。(財富中文網(wǎng))

譯者:嚴匡正

Most investors remember the late aughts "green-tech bubble." Firms poured many hundreds of millions into failed clean and green technology companies, most of which failed badly. Investors retreated from the sector.

But now, green tech is eating the world, according to two prominent clean tech investors. On Tuesday, David Mount of Kleiner Perkins' Green Growth Fund, and Gabriel Kra, founder of Prelude Ventures, discussed how the sector has evolved on stage at the Collision conference in New Orleans.

Companies from the 2008 greentech bubble "underestimated the amount it would cost to scale the technology, overestimated how eager consumers would be to pick up their products, and probably underestimated how fast the competition was moving," Mount said. But the sector has learned from those mistakes.

Now, startups are increasingly developing "green" technologies for industrial uses that might be categorized as ag-tech, IoT, or auto-tech, but they're also opportunities for green tech investors, they said.

Companies today "are ready to benefit from massive cost declines coming out of the digital world that are ready to make their impact on the industrial world, the energy and environmental sectors, manufacturing sector, transportation sector," Mount said. So, expand your definition of "green" investing. "We are not opportunity limited," Kra said.

I asked whether the election of coal-friendly President Trump changed their investing outlook? Nope! In the short term, Kra and Mount say they're investing in companies that use green technology to generate savings for companies and make economic sense today. Maybe under a new President they could be accelerated. Mount noted that he's thinking long term -- breaking the historic linkage between carbon emissions and economic productivity will be a ten to 30 year process.

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