美国Web 2.0风险投资渐入佳境：国内过度失望是不正常的
国内不少VC叫嚷Web 2.0是泡沫，而在美国Web 2.0投资渐入佳境。当然，美国Web 2.0的投资是理性的，稳步的，快速增长。而不是国内短短一年之内，大喜大悲，大热大冷，显示投资者缺乏自己的基本远见和主见。盲目追随，随媒体舆论的现象明显。
可以预见，2007年，Web 2.0将是风险投资更加凸现的热点，Web 2.0商业模式的丰富性和多样性，使得这个领域创造奇迹的机会非常之多。Myspace和Youtube只是两个先例而已。未来3－5年，Web 2.0将继续如火如荼。
下面附录截至到2006年第三季度Dow Jones VentureOne和Ernst & Young调查统计的美国Web 2.0投资详细情况（原始资料下载），大家可以好好参考，尤其是哪些领域温度如何，值得借鉴。
是热是冷，有自己的洞察力有自己的主见，保持基本的理性，就会有更大的胜机。舆论任他折腾就是。
| Equity Investment in US, Venture-Backed, Web 2.0 Companies | ||||||
| 2001 | 2002 | 2003 | 2004 | 2005 | YTD3q06 | |
| 2.0项目数量 | 8 | 5 | 14 | 25 | 59 | 79 |
| 2.0项目融资金额 ($M) | $37.50 | $21.25 | $71.30 | $204.65 | $254.67 | $455.47 |
| Web 2.0项目类别和数量 | ||||||
| 2001 | 2002 | 2003 | 2004 | 2005 | YTD3q06 | |
| Broadcasting | 1 | 1 | ||||
| Business Applications Software | 5 | 1 | 2 | 2 | 6 | 3 |
| Business Services (Not Financial) | 1 | 2 | ||||
| Computer Systems | 1 | |||||
| Connectivity & Communications Software | 1 | 1 | 5 | 6 | ||
| Consumer Services | 1 | |||||
| Graphics & Publishing Software | 1 | 1 | 2 | 1 | 1 | |
| IT Business Services | 1 | 2 | 4 | 8 | ||
| IT Consumer Services | 1 | 7 | 15 | 30 | 43 | |
| Media, Content & Information | 3 | 6 | ||||
| Multimedia Networking Software | 1 | 1 | 2 | 1 | 4 | 5 |
| Recreational & Home Software | 1 | 1 | ||||
| Software Development Tools | 1 | 1 | 1 | 1 | 2 | |
| Vertical Market Applications Software | 1 | 1 | 1 | |||
| Grand Total 项目总数 | 8 | 5 | 14 | 25 | 59 | 79 |
| Web 2.0项目类别和金额($M) | ||||||
| 2001 | 2002 | 2003 | 2004 | 2005 | YTD3q06 | |
| Broadcasting | $10.00 | $12.00 | ||||
| Business Applications Software | $28.50 | $5.00 | $24.75 | $7.80 | $25.35 | $2.57 |
| Business Services (Not Financial) | $3.50 | $1.83 | ||||
| Computer Systems | ||||||
| Connectivity & Communications Software | $5.00 | $2.00 | $30.50 | $37.45 | ||
| Consumer Services | $0.30 | |||||
| Graphics & Publishing Software | $2.00 | $1.80 | $11.00 | $9.00 | $12.00 | |
| IT Business Services | $4.70 | $11.20 | $16.97 | $42.70 | ||
| IT Consumer Services | $1.00 | $31.05 | $146.40 | $121.34 | $265.95 | |
| Media, Content & Information | $17.25 | $28.93 | ||||
| Multimedia Networking Software | $5.70 | $5.00 | $4.00 | $10.00 | $11.86 | $41.75 |
| Recreational & Home Software | $1.35 | $2.30 | ||||
| Software Development Tools | $1.30 | $9.00 | $6.25 | $3.20 | $8.00 | |
| Vertical Market Applications Software | $1.25 | $2.05 | $12.00 | |||
| Grand Total 金额总数 | $37.50 | $21.25 | $71.30 | $204.65 | $254.67 | $455.47 |
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