Khosla Ventures

Vinod’s Khosla Ventures has become more or less official, with spiffy website and everything. Some good background materials, including a few useful PPT presentations on the energy market.

As an aside, I have long been a fan of Khosla, and a good example of why is right there in Khosla Ventures: He has done a full market shift from telecom/IT to energy/other. While the evidence is not yet in as to whether he can make it work, few VCs are willing (let alone able) to break out of the competency trap, and fewer still pull it off.