Predicting the Unpredictable :: AO:

"AlwaysOn asked Benchmark to pen a blog based on the 'trends' that we're pursuing in our investment strategy. This is a frequent question asked of venture capitalists, but one that is perhaps surprisingly awkward to answer.


The most obvious reason not to answer such a question is that if you believe the information is proprietary, why would you share it in an open forum? If you ask a mutual fund manager which stocks he likes, he is apt to tell you what he already owns, not what he is evaluating for the future. Likewise, asking a venture capitalist about future trends is more likely to result in answers that characterize previous investments in the best light rather than provide an altruistic view of the future."