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It shouldn’t be that way though. Venture capital is only for SaaS? It should be for technology in general. But the IRR demands are too much so it concentrates to SaaS.

nine_k
VC capital is like a detonator. It seeks explosives, and when it finds them, produces spectacular fireworks that illuminate the entire industry, or even the entire world. It also ends up with a lot of duds, but it's OK by them.

What VC capital is not interested in is regular fuel, which can burn steadily and expand gradually, without a shock wave. Such companies can be quite important. Say, GitHub was such a company for many years, before it took a large VC investment and got acquired MS. Investing in such companies requires much more diligence and foresight, maybe too much predictive power to work at mass scale.

VCs' math only works because a single 1000x hit easily pays for a hundred of duds. If ROI per hit is 2-3x, and research required is 10x more deep, the prospects likely start to seem too bleak for folks with billions seeking return.

0xDEAFBEAD
People in this thread act like VC is the only way to raise capital. Ever heard of getting a business loan? Even a lot of companies in the Valley could probably get one more easily than they might think, if they're profitable. You don't have to give up equity either.
BobbyTables2
Yeah, but how does one get a business loan, with real stuff at stake, when VCs are burning money like there’s no tomorrow?

I especially dislike the way VC funded startups use VC dollars to effectively be a “loss leaders” for years to choke out the rest of the market.

Who wants to risk their own capital or privately pooled funds against THAT?

0xDEAFBEAD
>how does one get a business loan, with real stuff at stake

Show them your finances and collateral to demonstrate that you'll be able to pay off the loan.

>I especially dislike the way VC funded startups use VC dollars to effectively be a “loss leaders” for years to choke out the rest of the market.

It's a fair point, but it's a point which does not apply to the industries we are discussing, which do not receive VC investment.

I actually really like your point about Masayoshi Son-style investments which are just an attempt to entrench a monopoly. I'm no socialist, but if socialists called for identifying and taxing such investments, I wouldn't object. The trick is to distinguish between the WeWorks of the world, and the Boom Supersonic type companies which genuinely need gobs of capital for breakthrough innovation.

galangalalgol
Wouldn't being aggressive about antitrust chill auch investments in the first place? Uber wouldn't have been so eager to overcome lyft if it knew that it would mean getting broken up or fined into unprofitability.
0xDEAFBEAD
That's another approach. However, I think it's worth distinguishing if a company acquires market dominance because of merit, vs because it got a big infusion of cash.

I somewhat dislike antitrust because it requires judgement calls on the part of regulators. I prefer simple, elegant rules. Just like in software development. Law should ideally be elegant, just like code.

Zanfa
Nobody will give you a regular business loan if you need the cash to R&D your (especially non-software) product in the first place. Even more so without personal liability or in the amounts to compete for engineers in VC-funded companies.
graycat
Early on, with a good technical background, I guessed that, of course, the key to success in technology was some good technology but soon discovered that VCs just want to make money, a lot of money, quickly, and otherwise will hear from the investors in their fund.

Just heard of Palmer Luckey. Hmm! Money? No big staff, not much equipment, essentially just one person?? $1B+, quickly? Example: Taylor Swift. Did she ever hear of Linux???

graycat
Addition: Omitted the reports that Swift is worth $1B from her singing.

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