The document discusses the rise of cleantech and energy technologies (ET) as an important sector. It notes that ET requires multi-disciplinary expertise across electrical, mechanical, electronic and other fields. ET also requires extensive partnerships due to the diverse knowledge needed around customers, legacy systems, protocols, policy and major players. The document outlines growing investment and focus on ET in both private companies like Cisco, AT&T, Google, and Microsoft as well as by governments like India which plans to spend $2.3 trillion on energy priorities including efficiency and renewable sources by 2030.

1. Hyderabad, Oct 2010
“CLEANTECH: END OF THE BUBBLE”
TIE-ISB CONNECT 2010
Satyam@NeoSilica.com

2. GLOBAL ENERGY USE PROJECTIONS
Satyam B @ NeoSilica

3. “ET” VS. “IT”
 “Energy Technologies” – ET vs. IT
 ET – all forms of innovations and technologies in the Energy
Sector
 Water is also an Energy – needs monitoring, management, ..
 Analogs
 Can’t imagine any sector WITHOUT “IT” presence
 Energy is ALSO core to ALL – they’ll ALSO need “ET”
 Observe the Evolution Map of IT over past 20-30 years
 ET has JUST STARTED in this Century
Satyam B @ NeoSilica

4. KEY OBSERVATIONS OF“ET”
 Stark Differences ‘ET’ vs. ‘IT’
 ‘ET’ requires in-depth knowledge
 Customers, Legacy Systems, Protocols (evolving), Policy, Major
Players
 ‘ET’ is highly Multi-disciplinary
 Hardware PLUS Software
 Varying levels of skilled manufacturing
 More field installations and ongoing services
 Perfect opportunity for “ET” Services
 HIGH Requirement for MANY PARTNERSHIPS
Satyam B @ NeoSilica

5. … KEY OBSERVATIONS OF “ET”
 All major corporations are entering into ‘Energy’ sector
 Cisco likes to provide ‘Energy Management’ in their routers
 AT&T likes to bundle ‘Energy Management’ services
 Google launched ‘PowerMeter’ for online Energy Lookup
 Microsoft has similar service with “HOHM”
 Oracle, SAP launched Energy Applications
 Varied Expertise and many Inventions Required in
 Electrical, Mechanical, Electronic, Semiconductors, Nano, Chemical, …
Satyam B @ NeoSilica

6. OBSERVE “ET” SERVICES REQUIREMENT
Satyam B @ NeoSilica

7. RAISING “VC” INVESTMENT
Does this give a CLUE for ENTREPRENEURS?
Satyam B @ NeoSilica

8. INDIAN SCENARIO
Planning Commission targets to spend (by 2030)
$2.3 Trillions = 1 Crore Crores
 Energy priorities are:
1. Improve Energy Efficiency
2. Change Composition of Energy
 R-APDRP is spending 51,000 crores on AMR, efficiency,
 Renewable Energy Certificates (REC)
In IT – we still talk about Billions!!
Satyam B @ NeoSilica