Where are Silicon Valley investors investing in 2014, and what are they saying is going to be hot?
The Market Overall
Todd Chaffee, IVP: Watching out for some sort of black swan market meltdown.
Mike Maples, Floodgate: Nervous about the froth.
Scott Sandell, NEA: Thinks we are in a healthy market for startups and venture capital in general.
Richard Wong, Accel: Cautiously optimistic because the IPOs coming to market have great fundamentals, and not the flakey ideas you see in a bubble.
Consumer Technology Investments
Michael Abbott, KPCB: Wearable devices, ephemeral content, and secure content: â€œthe end of passwords as we know themâ€.
Todd Chaffee, IVP: Facebook will dominate as social, Twitter will dominate as the information network, and LinkedIn will own the business network. Nothing new there â€“ but YouTube will grow more powerful as a player in the media world, and SoundCloud is a sleeper.
Jeremy Levine, BVP: Amazon will continue to steamroll and eat all ecommerce sites!
Mike Maples, Floodgate: Thinks Uber and Lyft point toward more services going mobile.
Scott Sandell, NEA: Educational technology will become more mainstream, no clear winners yet.
Enterprise Technology Investments
Asheem Chandna, Greylock:Â Big emphasis on security for large enterprises and organizations, more services available on mobile, and Cloud Access Security Brokers.
Jeff Jordan, Andreessen Horowitz: Disruptive technology in the financial services industry, banks are risk-averse and technology is lower cost and more efficient.
Jeremy Levine, BVP: Small businesses buying software/online services.
Peter Levine, Andreessen Horowitz: On the horizon: an operating system for cloud infrastructures that takes your data centre and converts it into a huge supercomputer. New applications will only require cheap, commodity parts – more efficient, more economical.
Mike Maples, Floodgate: Security for large organizations, and security for individuals, especially with mobile.
Harry Nelis, Accel: More enterprise-oriented technology investments, financial services disrupters.
Original article in Forbes here.