I'm posting on this topic at:
<a href="https://news.ycombinator.com/item?id=6530536" rel="nofollow">https://news.ycombinator.com/item?id=6530536</a>
As if this should surprise anyone.<p>It is pretty typical for an investor to pronounce one thing and then do something totally different.<p>Investors are driven by the "feel" of the opportunities they get to look at and any pronouncements "we are funding this, not this" are merely looks in the rearview mirror. Trying to read the investors' minds and predict their actions is a lot like Kremlinology, it is best to focus on building a solid business and not worry about their opinions too much.
Interesting how things change. 5-6 years ago I was working for an enterprise startup and our CEO reported that VCs were generally uninterested in enterprise products. Now they seem to be the higher probability bet. Does this reflect an increasing openness to new products among enterprises?