Opportunities and Challenges: IT and Cleantech

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Opportunities and Challenges IT and Cleantech

• Rob Chaplinsky
• Bridgescale Partners
• February 2, 2009

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Daily Consumption of Energy per Capita
X 1000 Kcal
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World Energy Demand
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Twin Energy Threats

• Inadequate and Insecure Supply
• CO2 Emissions

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Technology Convergence
Clean Energy
Clean Water
Clean Production
Advanced Materials and Nano Technology
Information Technology and the Internet (AMR and
sensors)
Biotech (biopolymers and biofuels)
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Its a Treasure Hunt!
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Cleantech Opportunities
bio-based materials, farm efficiency
technologies, micro-irrigation distributed and
renewable energy generation, fuel cells,
geothermal, wind, photovoltaics storage, quality
smart materials hybrid vehicles, lighter
materials, smart logistics software water
recycling and ultra-filtration systems (UV and
membrane bas
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VC Investment in Cleantech (cumulative)
Billions
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Challenges

• Lower Cost Technologies Moores Law
• Financing
• World Credit Crisis
• Public policy
• False Starts

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Moores Law 2x performance at the same cost
every 18 months
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Moores Law
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The Web Browser - Netscape
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Summary Cleantech in the First 3 Innings

• The gold rush has started
• Too much capital invested in non-disruptive
  technologies
• Current environment will penalize early
  entrepreneurs and investors
• Its a long road