Bloom Energy – Emerges from Stealth; Announces New 100KW Fuel Cell, for $750,000

February 27, 2010

www.bloomenergy.com announced a new fuel cell that is being tested at 5 sites (Google, ebay, Walmart (2), and FedEx) in California.  These ‘energy servers’ are abut the size of a parking space and can power 80% of a Walmart store.   It takes almost any fuel from ethanol to biomass and turns it into electricity.

Fuel cells are nothing new, but Bloom has figured out a way to make them cheaply and efficiently. CEO and Founder, KR Sridhar claims that a Bloom box, which he calls an energy server, is twice as efficient as the electricity grid. “For the same amount of electricity, you need half the fuel,” he says. “If you use a renewable fuel you are carbon neutral. Use all the electricity you want and don’t feel guilty about polluting the environment.”

They cost about $750,000 for a 100 kilowatt system.  A typical electricity cost for commercial customers is 8 to 10 cents per kilowatt-hour versus 13 cents for what they might pay a California utility.

Bloom fuel cells are based on a solid oxide technology, quite different than previous fuel cell approaches.  It’s the result of $400M in venture funding.

60 Minutes, wont allow me to imbed their video, so there is the link:

http://www.cbsnews.com/video/watch/?id=6228923n&tag=api


What will the Large Hadron Collider reveal?

January 10, 2010

I’m fascinated by the Large Hadron Collider (LHC) and the great discoveries that it will reveal. Ironically, I have heard very little about it in the technology community.  How might these discoveries impact Open Innovation and Venture Capital?  They might change the landscape of technology, making under appreciated technologies high value, and the inverse.

Below is the best article I’ve seen on the LHC, it is a reprint from LA Times written by Steve Giddings (a physics professor at the University of California Santa Barbara) – Ben duPont

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Despite all we have learned in physics — from properties of faraway galaxies to the deep internal structure of the protons and neutrons that make up an  — we still face vexing mysteries. The collider is poised to begin to unravel them. By colliding protons at ultra-high energies and allowing scientists to observe the outcome in its mammoth detectors, the LHC could open new frontiers in understanding space and time, the microstructure of matter and the laws of nature.

We know, for example, that all the types of matter we see, that constitute our ordinary existence, are a mere fraction — 20 percent — of the matter in the universe. The remaining 80 percent apparently is mysterious “dark matter”; though it is all around us, its existence is inferred only via its  on visible matter. LHC collisions might produce dark-matter particles so we can study their properties directly and thereby unveil a totally new face of the universe.

The collider might also shed light on the more predominant “,” which is causing the universe’s expansion to accelerate. If the acceleration continues, the ultimate fate of the universe may be very, very cold, with all particles flying away from one another to infinite distances.

More widely anticipated is the discovery of the Higgs particle — sometimes inaptly called the  — whose existence is postulated to explain why some matter has mass. Were it not for the Higgs, or something like it, the electrons in our bodies would behave like light beams, shooting into space, and we would not exist.

If the Higgs is not discovered, its replacement may involve something as profound as another layer of substructure to matter. It might be that the most elementary known particles, like the quarks that make up a proton, are made from tinier things. This would be revolutionary — like discovering the substructure of the atom, but at a deeper level.

More profound still, the LHC may reveal extra dimensions of space, beyond the three that we see. The existence of a completely new type of dimension — what is called “supersymmetry” — means that all known particles have partner particles with related properties. Supersymmetry could be discovered by the LHC producing these “superpartners,” which would make characteristic splashes in its detectors. Superpartners may also make up dark matter — and two great discoveries would be made at once.

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China – Some projections by Economist Robert Fogel

January 5, 2010

A friend of mine forwarded an interesting article on China by Robert Fogel (U of Chicago economist). Here are the high spots:

▪ Higher education in China is rising dramatically; productivity, innovation, and adoption of technology are directly correlated with higher levels of education

▪ Chinese growth statistics may be underestimating improvements in output, particularly in the service sector; while the problem is not particular to China’s GDP calculations, the rapid growth of China’s service center exacerbates the issue

▪ In the “big” Chinese cities, the standard of living and per capita income “are at the levels the World Bank would deem ‘high middle income’”; don’t underestimate the Chinese propensity to consume

$123,000,000,000,000* - China’s estimated economy by the year 2040.

In 2040, the Chinese economy will reach $123 trillion, or nearly three times the economic output of the entire globe in 2000. China’s per capita income will hit $85,000, more than double the forecast for the European Union, and also much higher than that of India and Japan. In other words, the average Chinese megacity dweller will be living twice as well as the average Frenchman when China goes from a poor country in 2000 to a superrich country in 2040.

Although it will not have overtaken the United States in per capita wealth, according to my forecasts, China’s share of global GDP — 40 percent — will dwarf that of the United States (14 percent) and the European Union (5 percent) 30 years from now. This is what economic hegemony will look like.

* Patents – start filing them now in China.  They will matter.

Full article is here: http://www.foreignpolicy.com/articles/2010/01/04/123000000000000?page=0,0&%24Version=0&%24Path=%2F,%20%24Version%3D0&%24Domain=.foreignpolicy.com


Privacy and the Data Convergence

January 1, 2010

It starts with privacy.

Kids are not as worried about it as we are.  Today kids have no issue sharing private details on Facebook or with companies if they get some benefit. Want 100,000 Social Security numbers?  Easy, just offer kids a chance to win a fee ipod.   Want to know how much walking people do?  Easy, create a free iPhone App that lets you monitor your friends real time and collect the data.  Want to know just about anything, from any demographic.  Just offer them some free benefit for recording it and sharing it.

The next generation does not care much about privacy.    HIPPA does not matter to them, neither will purchase history or location or any of the other things that those of us in our 40’s to worry about.  I think the line will be drawn at theft of $ or IP. Everything else?  Fairgame.

A lot of data is being gathered, but it wont end there.   The cable company knows what we watch.  The credit card company knows what we purchase, what medicines we take.  The GPS in our phone knows how far we drive and how much we walk.  Google knows just about everything, and can even predict when we are likely to visit the hospital.  So reams of  data is gathered on each of us, but it is segmented in a variety of databases.  I think governments will allow the data to be shared and mined, anonymized, if it’s for the public good – or if people dont opt out – for commercial benefit.

So, bear with me for one more step.  Governments have recently made some progress on food labeling.  What if that continued through the food supply chain, and there was true transparency.  You could eat a hamburger and know where the meat came from, what growth hormones might have been used, and know what farm the wheat and yeast came from for the role, or where the seeds came from, etc.

To summarize, 1) Concerns about privacy reduce and reams of data are shared, 2) Transparency in our food supply chain are added and 3) Enterprising companies or universities start mining the data looking for patterns or trends – What could this mean?

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yet2.com – Presents 4 New Materials Technologies: Stronger/Lighter/Better

December 30, 2009

yet2.com is a great platform for looking into the future because we touch so many different companies and new technologies – in Europe, Asia and North America.  We are at the cutting edge – sometimes even the bleeding edge – of many different trends in technology and IP.

On Thursday the 14th of January 2010, 10:00am–11:30am US Eastern Standard Time, we will present 4 new materials technologies.  15 minutes on each.

If you can make it stronger or lighter, you make it better. Find out what’s new from four companies who are making materials stronger, lighter, and especially better. On 14 January, yet2.com continues its successful Conferences To Go™ series of free webinars.  

This live webinar features four new technologies and an overview of the market. Not just a lecture, the webinar format offers ample opportunity for interaction with the principals.

REGISTER NOW. The webinar is free, but space is limited.   As of this writing, we have 92 companies registered to participate.
Reserve your place at:
https://www2.gotomeeting.com/register/890984659

Topics and Panelists:

  • Microscopically reinforced polymers for durability, Tim Bernstein, yet2.com
  • Unique linear chain extenders for PA/PET/PBT/PLA, Marcel Lubben, managing director, DSM
  • Vacuum-assisted manufacture of composite parts using resin, Thomas Dugas, project manager, EADS
  • Injection-molded metals processed on standard injection molding equipment, Gary Arnold, Cool Polymers

Mr. Stern will present opening remarks and overview, followed by the four presentations in order at approximately 15-minute intervals. Each presenter will answer submitted questions at the end of his presentation.

Read more about these technologies here.

REGISTER NOW. The webinar is free, but space is limited.
Reserve your place at:
https://www2.gotomeeting.com/register/890984659

After registering, you will receive a confirmation email.
For questions or additional information, please contact Nancy Harris at: nharris@yet2.com.


Business at the Speed of Trust?

December 8, 2009

Bill Gates wrote a great book in 2000, ‘Business at the Speed of Thought’.  When DARPA created the internet, and desktops connected, a lot of friction was removed from the process of creating value, and business moved faster.  But we have pushed up against another barrier – TRUST.

The dictionary says, ‘Trust is an action that involves a voluntary transfer of resources (physical, financial, or intellectual)’.  Without trust there is no voluntary transfer of resources and there is no commerce.  So it holds to reason that the speed of trust will determine the speed of business.

I believe that in the next 5 years, some interesting things will happen to trust.

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How much would the King of England have paid for search?

November 22, 2009

How much wold have King Henry paid for internet search?  How much would he have paid for penicillin or access to GPS?  We largely consider these 3 technologies free today.  But would the King have given half his Kingdom for access to them?

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yet2.com Keynotes Filtration 2009 – Nonwovens Industry Conference

November 20, 2009

Yesterday I had the privilege of being the keynote speaker at the INDA conference in Chicago.  I really enjoyed presenting 3 macro trends on Open Innovation and what those trends might mean. There were lots of great questions and discussion.

INDA is the trade association representing the  nonwovens industry.  I was surprised at the diversity of technology and innovation on display.   The vendor floor was full of activity.  I was told the conference was a little smaller than previous years, but it did not look that way to me.

I met a wide variety of companies.  Filtration impacts almost every aspect of our lives – it’s critical for our water and air, and the car we drive, the food we buy and products we love – even in hospitals and healthcare is filtration critical.  Innovation in filtration can ripple through our economy  providing a great positive impact – and most of us might never know.  I love events like this

I met a few companies that really impressed me:

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yet2.com – Which Patents Are Selling?

November 9, 2009

yet2.com does a lot of patent buying and selling.  We are in the middle of a large volume of transactions, representing either buyers or sellers.  yet2.com is a little unusual for 2 reasons: 1) Because we don’t do infringement  work, we don’t represent NPEs (patent trolls).  For this reason, we are particularly close to the Fortune 500, who largely do defensive buying. 2) Because we have offices in; Tokyo, Liverpool, Boston, and Wilmington, Delaware (where many bankruptcies are filed), we are well-networked into the supply and demand of patent transactions.

We see the most activity in industries where there are high numbers of patents per product. I thought I’d share a list of where there is the most demand from buyers within those industries. The attached list changes frequently, but  if you know of patents in these areas that are available for license or purchase — please let us know.

Patents2

1) Lighting

Broadly defined

2) Consumer Electronics

Compression / decompression (“codec”), Displays, Battery/portable Power, Sensors, Digital Rights Management, Internet Telephony, Printing, Opto-electronics, Digital imaging, Image Capture/Image Display, Optical storage

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yet2.com High Interest Technology Areas

October 26, 2009

Overseeing a hub of global technology exchange, yet2.com now enjoys fascinating insight into broad buying trends across the technology marketplace – the aggregated ’shopping list’.

Every day yet2.com is presented with information about market demand and supply regarding a broad range of technologies. Thus daily, our Boston, London and Tokyo offices receive 5–6 data points of serious buyers’ interests in specific technologies. Our definition of “serious” buyers is senior technologists from Global 1000 companies with approved budgets and active projects to pursue specific technology opportunities. We abstract this information into an internal High-Interest Areas database, collecting the most sought-after technologies in yet2.com space.

Periodically we analyze these data points into a broad mapping of market interest, trends and specific technology areas in which yet2.com sees high market interest from these serious buyers.

This is one of the most interest and valuable reports yet2 completes, and is my favorite activity.    It’s an evergreen process, because new data keeps rolling in and every few months we aggregate and publish it.  Here is the latest overview.

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