My semi outsider observation is that it's a crap shoot which sector you place your bets on. Doerr lost his shirt on green tech when it went out of fashion. We are arguably now in another dotcom style investment bubble: KP lived through the earlier dot com boom and bust and was probably overly cautious in betting on which platform companies would be winner takes all post web 2.0 era. You can only have the midas touch for so long before age and experience gets in the way as much as it helps
