Vinod Khosla Shares His Portfolio
Vinod Khosla gave a speech down at Sand Hill Road yesterday in which he offered the most detailed description of his portfolio companies that we’ve heard. Breaking it down into four categories — the war on oil, the war on coal, efficiency and materials — he discussed at least 32 portfolio companies that he hopes will shape the future of energy and fight climate change. He showed off a list of 26 companies in March.
As Khosla put it, “Hopefully we’ll see a hundred portfolios like this. I’m happy to share all my strategies so we get more people,” to have portfolios with a large amount of diverse energy companies. At the event, he used a PowerPoint slide to showcase his portfolio companies, and more recently posted a similar slide on his web site. Though the two slides are actually a bit different, here are some of the lesser-known companies from both lists: efficiency companies Seeo, Newco1 (is that a placeholder name?), and PAX Streamline (just called Streamline on this list); water companies Quos and NanoH2O; biofuel company Ethos (although a biofuel company called Kior was on the other list); and plastics companies eChromics (which he referred to as Soladigm on the other list) and Calera.
Fascinating. I’m still surprised that guy didn’t go out to raise his own fund.
Interested to make a share portfolio.
Please inform the whereabouts.