Catching Up: Clean Tech Curves, Biotech Scaling, Dan Loeb, etc.

Heading into a day full of meetings, so I’m pre-emptively emptying my link-box:

  • Good cleantech learning curve data in this Morgenthaler presentations (Morgenthaler)
  • McKinsey has a lengthy and interesting new report on increasing energy productivity (McKinsey)
  • $50m for Manhattan condo passed hedge fund manager Dan Loeb’s record (Observer)
  • Clarence Thomas is, measured by word count, the anti-Mary Meeker (Detroit Free-Press)
  • Biotech business doesn’t scale — capped target populations limit sales (Nature Biotechnology)

Related posts:

  1. Clean Tech at DFJ
  2. Has Dan Loeb Been Muzzled?
  3. The Collected Works of Daniel Loeb, Part II
  4. The Collected Works of Daniel Loeb, Part V
  5. The Collected Works of Daniel Loeb, Part VI

Comments

  1. Greg from Morganthaler did a great job with that presentation! he’s right on in fact the world now consumes 30 billion barrels of oil per year and comes nowhere near replenshing it at that level—-all the alternatives need to step it up somehow—-the us is by far the largest consumer of oil right now and with the off the charts growht of india and china—it’s going to get vey intersting—-unfortunately it just seems like a long way out there for the alternatives to really have an affect on the overall picture—great work!!!! pk

  2. Greg from Morganthaler did a great job with that presentation! he’s right on in fact the world now consumes 30 billion barrels of oil per year and comes nowhere near replenshing it at that level—-all the alternatives need to step it up somehow—-the U.S. is by far the largest consumer of oil right now and with the off the charts growth of india and china—it’s going to get vey intersting—-unfortunately it just seems like a long way out there for the alternatives to really have an affect on the overall picture—great work!!!! Patrick Kerr of OilGasFutures.Com

  3. Deepak says:

    Interesting piece on Genentech that could easily be generalized across the industry. Biotech is not going to scale, and the way pharma is going, scale should not be the driving force for their business models. Most of the companies that we know off still function under the good old blockbuster model. I am not sure if the better approach is to be smarter and go for a broader portfolio approach.

  4. One Way Stox says:

    I don’t care if Thomas is the anti-Meeker, as long as he’s the anti-Ruth Bater Ginsberg!