If you have time to watch it you may find some use in this panel discussion, which came together in Silicon Valley a couple of weeks ago. The VCs featured — Rory O’ Driscoll, a managing director at Scale Venture Partners; Mike Buckley, a managing director at Intel Capital; Dixon Doll, a general partner and cofounder of DCM; partner David Tennenhouse of New Venture Partners; and Jennifer Fonstad, a managing director at Draper Fisher Jurvetson — talk about where they are shopping and why, and they drop some interesting data points along the way. ( I didn’t know, for example, that half of Intel Capital’s dollars are invested abroad or that half its staff is outside the U.S.)
It’s also sort of fun to observe the dynamic between O’ Driscoll and Fonstad, who at times appear ready to sock each other.
Fast-forward past the first 10 minutes.