DISRUPTIVE INNOVATION IN CLEANTECH
DISRUPTIVE INNOVATION IN CLEANTECH
 Steve Jurvetson, Managing Director
 Nordic Green II...
Topics



     • A VC Perspective
     • Disruptive Innovation & 
        i     i          i &
       Accelerating Change
...
DFJ Global Network
  Deal Flow, Market Intelligence, Business Development, 150 Professionals
Topics




         DISRUPTION
Evermore
Moore
Technology innovation continues to grow exponentially


                                    Source: Ray Kurzweil

        ...
Power Density Extrapolation
Global Network Effects Further Accelerating Change


Users
           14
Millions




           12

           10

      ...
A Natural Experiment




Photo courtesy of Rebekka Guoleifsdottir
THEME: Switching Atoms for Bits
  Digital Presence Tools Soar as Flights are Grounded
    g                               ...
THEME: Switching Atoms for Bits
P2P versus Centralized Servers
• A search engine without servers or web crawlers
• Uses id...
DFJ Cleantech Portfolio
                                                                        FUELS AND          RESOURC...
THEME: SMART GRID
 Lowering capacity requirements and energy demand
        g p      y q                    gy
        Whe...
EnerNOC Demand Response
               Where does all the water go?
           Supermarket 24 Hour Load Profile and EnerNO...
THEME:  EFFICIENCY
Data center efficiency
             ff      y


    Migrating from "Always On" to "Always Available" 
...
Customer Example:  57% Savings
THEME:  EFFICIENCY
Data center
THEME: EFFICIENCY
     Automated Continuous Commissioning
                                      g
          Where does all...
THEME: SMART GRID
 Lowering capacity requirements and energy demand
        g p      y q                    gy

 Industry...
THEME: SMART METERING
Technology leader in Power Line Communication (
        gy                                    (PLC)
...
THEME: LIGHTING
        LEDs 1/10th the power; 50x the life
                        p    ;




 Lighting consumes 24% of ...
THEME: EFFICIENCY
                       Efficiency
                               ; y
Electric cars are 45% efficient; in...
Cumulative percentage of total electric use in the 
U ted States
United States       Efficiency y
Accelerating Change….not Just IT


 Computation
     p
                           Dickerson’s Law: Known 3D
 Storage
   ...
Rapid Growth in Genes Sequenced
Gene Synthesis: Beating Moore’s Law
Dawn of New Era
Green, Clean Machine


A T                                                                Synthetic Chromosome

G C
      ...
Awakening giants
Design, engineer, evolve




 Sugars                    1,4‐Butanediol
                               (BDO)
Summary
                        Efficiency
                                 y

 • Accelerating Technological Change
   Acc...
Thank You

 • Email: SJ@DFJ.com
 • flickr: Jurvetson
 • Old text blog: jurvetson.blogspot.com
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Disruptive Innovation in Cleantech - Steve Jurvetson - Draper Fisher Jurvetson - April 2010

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Disruptive Innovation in Cleantech - Steve Jurvetson - Draper Fisher Jurvetson - April 2010

  1. 1. DISRUPTIVE INNOVATION IN CLEANTECH DISRUPTIVE INNOVATION IN CLEANTECH Steve Jurvetson, Managing Director Nordic Green II d April 28, 2010
  2. 2. Topics • A VC Perspective • Disruptive Innovation &  i i i & Accelerating Change • Energy Market Intersection
  3. 3. DFJ Global Network Deal Flow, Market Intelligence, Business Development, 150 Professionals
  4. 4. Topics DISRUPTION
  5. 5. Evermore Moore
  6. 6. Technology innovation continues to grow exponentially Source: Ray Kurzweil Logarithmic Plot Molecular Electronics Year
  7. 7. Power Density Extrapolation
  8. 8. Global Network Effects Further Accelerating Change Users 14 Millions 12 10 8 6 4 2 0 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Months from First Users
  9. 9. A Natural Experiment Photo courtesy of Rebekka Guoleifsdottir
  10. 10. THEME: Switching Atoms for Bits Digital Presence Tools Soar as Flights are Grounded g g  During the 5 days, Skype users made over 20 million more g y , yp video call minutes than normal  The same time as 42,000 flights from London to NYC  Over 12 billion Skype-to-Skype calls per month  36% include Video  50x more video minutes than YouTube uploads Photo courtesy of Rebekka Guoleifsdottir
  11. 11. THEME: Switching Atoms for Bits P2P versus Centralized Servers • A search engine without servers or web crawlers • Uses idle cycles in the cloud • Compared to 30,000 servers • 700K fewer lbs of CO2/dayy • Like removing 35K cars from the road
  12. 12. DFJ Cleantech Portfolio FUELS AND RESOURCE GENERATION DISTRIBUTION STORAGE EFFICIENCY CHEMICALS MANAGEMENT • Solar • Smart Grid •Battery  • Lighting •Biochemical • Water • Wind • Meter Ultracapacitor •Ultracapacitor • HVAC Thermochemical •Thermochemical • Agriculture • Hydro   • Transmission •Fuel Cell • Transportation • Pesticides • Geothermal • Bldg Materials • Waste • Emissions
  13. 13. THEME: SMART GRID Lowering capacity requirements and energy demand g p y q gy Where does all the water go?
  14. 14. EnerNOC Demand Response Where does all the water go? Supermarket 24 Hour Load Profile and EnerNOC Demand Response Application 400 350 EnerNOC 300 Remotely Curtails/  Generates 250 kW EnerNOC 20 kW from  EnerNOC Restores  Automatically  Automatically Backup  Backup Automatically A t ti ll 200 Communicates to  Generator All Stores 20 kW from  150 Store AC or  ISO Calls 7  Air Handler Air Handler Hour “Event”  100 30 kW from  Starting at  11:00 a.m. 1/3 Lights 50 0 12:00 am 2:00 am 4:00 am 6:00 am 8:00 am 10:00 am 12:00 pm 2:00 pm 4:00 pm 6:00 pm 8:00 pm 10:00 pm 12:00 am Time of Day
  15. 15. THEME:  EFFICIENCY Data center efficiency ff y  Migrating from "Always On" to "Always Available"  R d Reduces data center energy consumption by 50% d t t ti b 50%  Software can also adjust cooling systems to further reduce Software can also adjust cooling systems to further reduce  energy consumption. 
  16. 16. Customer Example:  57% Savings
  17. 17. THEME:  EFFICIENCY Data center
  18. 18. THEME: EFFICIENCY Automated Continuous Commissioning g Where does all the water go?  Cuts commercial annual energy spending by up to 25% gy p g y p  Ongoing process for monitoring systems and assets, diagnosing and resolving issues and making energy issues, consumption as efficient as possible  physical maintenance  control strategies  prioritizing and implementing retrofits
  19. 19. THEME: SMART GRID Lowering capacity requirements and energy demand g p y q gy  Industry’s highest wireless networking performance and code density into the lowest power-consuming chip set
  20. 20. THEME: SMART METERING Technology leader in Power Line Communication ( gy (PLC) )  Chips cost a fraction of the cost of current chips on the market and show 3-4 times better communications performance  Miartech has relationships with original device manufacturers who g account for over 50% of the world’s utility meter production
  21. 21. THEME: LIGHTING LEDs 1/10th the power; 50x the life p ;  Lighting consumes 24% of all electricity g g y  A total conversion to LEDs could save 20% of all electric consumption and 1B tons of CO2 per year
  22. 22. THEME: EFFICIENCY Efficiency ; y Electric cars are 45% efficient; internal combustion 15%
  23. 23. Cumulative percentage of total electric use in the  U ted States United States Efficiency y
  24. 24. Accelerating Change….not Just IT  Computation p Dickerson’s Law: Known 3D  Storage Protein Structures  Networking  Evolution  Proteins crystallized  Imaging resolution  Genes mapped pp
  25. 25. Rapid Growth in Genes Sequenced
  26. 26. Gene Synthesis: Beating Moore’s Law
  27. 27. Dawn of New Era
  28. 28. Green, Clean Machine A T Synthetic Chromosome G C DNA Synthesizer y Sunlight Pharmaceuticals Plant Biomass Biofuels Chemicals CO2 +90% of all Organic Chemicals come from  Petroleum and Natural Gas
  29. 29. Awakening giants
  30. 30. Design, engineer, evolve Sugars 1,4‐Butanediol (BDO)
  31. 31. Summary Efficiency y • Accelerating Technological Change Accelerating Technological Change ‐ Interdisciplinary Renaissance Interdisciplinary Renaissance ‐ IT innervates trillion dollar markets IT innervates trillion dollar markets ‐ Perpet al dri er of disr ption Perpetual driver of disruption  Virtuous cycle for entrepreneurs  a great time to build new companies i b ild i
  32. 32. Thank You • Email: SJ@DFJ.com • flickr: Jurvetson • Old text blog: jurvetson.blogspot.com

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