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(fèi)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(gè)領(lǐng)域。

而如今，按照兩家杰出的清潔能源技術(shù)投資公司的說(shuō)法，綠色科技正在吞食世界。本周二，Kleiner Perkins綠色成長(zhǎng)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(shù)大會(huì)Collision上，討論了這個(gè)領(lǐng)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(xiàng)技術(shù)所需的成本，高估了消費(fèi)者采用他們產(chǎn)品的緊迫性，可能還低估了競(jìng)爭(zhēng)格局的變化速度。”不過(guò)該領(lǐng)域現(xiàn)在已經(jīng)吸取了教訓(xùn)。

他們表示，如今，初創(chuàng)公司正越來(lái)越多地為工業(yè)用途開發(fā)“綠色”技術(shù)，它們或許可以被歸為農(nóng)業(yè)技術(shù)、物聯(lián)網(wǎng)或自動(dòng)技術(shù)之類，不過(guò)對(duì)綠色技術(shù)投資者而言也是機(jī)遇。

芒特說(shuō)，綠色科技企業(yè)如今已經(jīng)“準(zhǔn)備好借助數(shù)字領(lǐng)域成本大幅降低的利好，給工業(yè)、能源、環(huán)境、制造和運(yùn)輸領(lǐng)域帶來(lái)影響”。所以，現(xiàn)在可以擴(kuò)大對(duì)“綠色”投資的定義了。克拉表示：“我們的機(jī)會(huì)很多。”

我問(wèn)他們，支持煤炭的特朗普總統(tǒng)上臺(tái)，是否會(huì)改變他們的投資預(yù)期？答案是否定的。克拉和芒特表示，短期內(nèi)，他們會(huì)投資使用綠色技術(shù)節(jié)省公司成本，帶來(lái)經(jīng)濟(jì)價(jià)值的企業(yè)。也許下一任總統(tǒng)上臺(tái)時(shí)，他們會(huì)加快投資步伐。芒特指出，他考慮的是長(zhǎng)期投資，碳排放和經(jīng)濟(jì)生產(chǎn)力的歷史聯(lián)系還需要10年到30年的時(shí)間才會(huì)消失。（財(cái)富中文網(wǎng)）

譯者：嚴(yán)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.