Tuesday, August 23, 2022 9:53:41 PM
I'm listening to an interview (on bloomberg....David Rubenstein) of John Doerr, Kleiner Perkins Chairman (highly successful Venture Capitol firm; google, amazon....and admitted worse mistake was not investing in Elon Musk's Tesla): His 5 key factors of the most important elements of firms they invested in that had the most success..........(they did a retrospective analysis).
1) Technical Excellence
2) Strategic Focus (on a large existing or new market)
3) Outstanding management
4) Reasonable financing ....and finally...
5) A Sense of urgency
He said "No new venture possesses all of those."
I sense Lightwave possesses 4 if not 5 (#5....and the urgency is the Data Centers needs) of these, and I realize they need to hire more engineers, eventually sales, etc to stay ahead of the game. But they are literally a publicly traded company that is like a pre-IPO venture company in terms of the small valuation and huge potential upside. The fun has just begun!
PS: John Doerr had worked with Intel initially under Andy Grove, but John had more exciting interests in VC and innovative companies. Cool to see a person follow their passion and realize their dreams. ......Dr. Michael Lebby is on deck!
1) Technical Excellence
2) Strategic Focus (on a large existing or new market)
3) Outstanding management
4) Reasonable financing ....and finally...
5) A Sense of urgency
He said "No new venture possesses all of those."
I sense Lightwave possesses 4 if not 5 (#5....and the urgency is the Data Centers needs) of these, and I realize they need to hire more engineers, eventually sales, etc to stay ahead of the game. But they are literally a publicly traded company that is like a pre-IPO venture company in terms of the small valuation and huge potential upside. The fun has just begun!
PS: John Doerr had worked with Intel initially under Andy Grove, but John had more exciting interests in VC and innovative companies. Cool to see a person follow their passion and realize their dreams. ......Dr. Michael Lebby is on deck!
Recent LWLG News
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:39:13 PM
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- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:52:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:02:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/31/2026 08:01:17 PM
