Ray Lane, the managing partner of Kleiner Perkins Caufield & Byers, is about to announce some news. (He's up on stage with Jan-Olaf Willums, CEO of Think Global AS, and Wilber James, managing general partner of RockPort Capital Partners.)

Ah. He's launching Think North America -- bringing Think vehicles to the U.S.

Hundreds of the cars will reach the states this year, mainly for use in fleets. After that they'll be offered to consumers, first in California.

(They're in talks with utilities, too -- they're cagey about the details, but it sounds quite intriguing.)

The car game is changing.