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Is hardware the new Software?
Creating the Innovations that will
change our lives
September 2016
David Brown,
CEO, BroadBit Batteries
Who the Hell and I?
PhD Environmental Engineering (Air Quality Management)
MSc Aerospace Engineering (Computation Physics)
BSE Aerospace Engineering (Fluid Dynamics and Propulsion)
Fulbright Fellow (Atmospheric Physics and Chemistry)
Over 150 patents and applications
Over 150 scientific and engineering publications
Manager of two physics labs (Aerosol Physics & Nanomaterial Physics)
Twice nominated for European Inventor of the Year
Founder and founding CEO of 6 companies in:
Energy, Comp. Physics, Nanotech & Electronics, Pharmaceuticals, Optics
ParticleStream
Technologies
ParticleStream
Technologies
SW
Cheap & Fast
Low CapEx
Small general teams
Open Source, API
Easy to Scale
No logistics
“[ctrl]c”
Very Profitable
High margins
Low marginal costs
Low Barrier to Entry
What investors & startups all “know”
HW
Expensive & Slow
High CapEx
Large specialized teams
Closed, proprietary, far away
Hard to Scale
Lots of supply/distribution
Tooling and manufacturing
Not Very Profitable
Low margins
High marginal costs
High Barrier to Entry
Software vs. Hardware
What is your reaction to the following question?
Why don’t they X?!
SW: Has it been done before?
How many programmers needed?
HW: Is that possible?
Software vs. Hardware
3D Possibility Space
Sherlock Holms’ Possibility Space
Sherlock Holms’ Possibility Space
Sherlock Holms’ Possibility Space
Sherlock Holms’ Possibility Space
iPhone’s Possibility Space
iPhone’s Possibility Space
iPhone’s Possibility Space
iPhone’s Possibility Space
General Possibility Space
How to make Hardware like Software?
iPhone’s Possibility Space
iPhone’s Possibility Space
Traditional Economies of Scale
Traditional Economies of Scale
Venician Arsenal
1104
Gutenburg Press
1436
(China ~1110)
iPhone’s Possibility Space
iPhone’s Possibility Space
HW start-ups can play with the big boys
Contract Mfgs.
Multifunctional SoC (System on Chip)
Supply/Dist. Chain Providers
New Dist. channels (Kickstarter)
Software upgradable hardware
Brand and Contract Mfg. Support
Bring outside economies of scale
in-house
as a service
HW start-ups can play with the big boys
Crowdfunding pre-order campaign
iPhone’s Possibility Space
Is 3D Printing the answer?
Is 3D Printing the answer?
Is 3D Printing the answer?
Fundamentals of 3D Printing
Digitize Layer Finish AssembleScan
Open source Hardware
Free CAD
Open standards
Hacker Communities
Voxels (ready module)
Cheap scanning
Cheap printing
Cheap materials
3D Printing is much like Software
Software/Info Driven
Digital/Scalable
Automated
Modular
Design freedom
Low Barrier to Entry
Local/Logistics free
iPhone’s Possibility Space
iPhone’s Possibility Space
iPhone’s Possibility Space
Is 3D Printing the answer?
Real Uses Today
Fast Prototyping/Iteration & Rapid Mfg.
Unique/1-Off/Low Vol. (Molds, Prosthetics, Plane Parts)
Virtual Inventory and “long tail”
Unmanufacturable (e.g. cooled turbine blades)
Art, Design, Amusement
Reconstruction (e.g. of artifacts)
Qii Rollable Keyboard (Indiegogo)
Is 3D Printing the answer?
Real Uses Tomorrow
Local/In-home manufacturing (e.g. a “stuff” oven)
Medium Volume Manufacturing (e.g. auto parts)
Logistics Limited (e.g. spare parts in the field or in space)
Imitation Foods
Medical & Bio-Printing
…
3D Printing can
never undercut
traditional high
volume mfg!
Example of novel 3DP products
Top-Down Manufacturing
3-D printing is still only
an improvement on
traditional top-down
additive mfg.
As is mass production,
subtractive mfg. etc.
Top-Down Manufacturing
3-D printing is still only
an improvement on
traditional top-down
additive mfg.
As is mass production,
subtractive mfg. etc.
Design Product
What about this?
Biology is Bottom-up Manufacturing
iPhone’s Possibility Space
iPhone’s Possibility Space
The Birth of Nanotechnology
On December 29, 1959, Richard Feynman gave a talk
entitled
“There’s Plenty of Room at the Bottom”
Feynman suggested that it should be possible, in
principle, to make nanoscale machines that "arrange the
atoms the way we want", and do chemical synthesis by
mechanical manipulation.
makromaailma Hair Bacteria Insulin Atoms
Fish Eggs Cells Viruses
Fatty Acids,
and Nanotubes
Nanotechnology 101
Nanotechnology is the engineering of functional systems
at the molecular scale.
Nanotechnology history
1913:Bohr Atomic Model
Nanotechnology history
1913:Bohr Atomic Model
1931:Scanning Electron Microscope
Nanotechnology history
1913:Bohr Atomic Model
1931:Scanning Electron Microscope
1939:Transmission Electron Microscope
Nanotechnology history
1913:Bohr Atomic Model
1931:Scanning Electron Microscope
1939:Transmission Electron Microscope
1947: Contact Point Transistor
Nanotechnology history
1913:Bohr Atomic Model
1931:Scanning Electron Microscope
1939:Transmission Electron Microscope
1947: Contact Point Transistor
1981: Scanning Probe Microscope (AFM/STM)
iPhone’s Possibility Space
iPhone’s Possibility Space
25 times stronger than steel
Half as dense as aluminum
1000 times more conductive than copper
Conducts heat twice as well as diamond
Thermally stable up to 1500 C
Better semiconductor than silicon
”zig-zag” ”chiral” ”armchair”
(semiconducting) (semiconducting) (metallic)
Carbon Nanotube Basics
Is Nanotechnology the Answer?
Richard Feynman predicted nanoscale Top-Down assembly
NOT
Bottom-Up (Self-Assembly)
Top-Down = Research Tool
Bottom-Up = Manufacturing Tool
Bottom Up Manufacturing
How Carbon Nanotubes self assemble
First computational models indicating CNT nucleation & growth mechanism
(by Kim Bolton)
1)Carbon enters metal particle
2)Particle saturates with carbon
3)A small graphitic carbon cap forms
4)The CNT “lifts off the surface” and new carbon is introduced at the CNT base.
Self Assembly for Optical Fiber
Self assembly of
nanostructured
micro-particles
>10x production
speed of optical
fiber
Patented
www.almakor.com
3B$
Self Assembly for Inhalable Drugs
Self assembly of
nanostructured
micro-particles
>5x drug lung
deposition
Patented
NANO-
ENCAPSULATION
NANO-
GLIDANT
www.tiecospharma.com
50B$
Teicos Inhalation: Better for Patients
Painless and simple
Inexpensive to use
Reduces side effects
Fast acting
Allows controlled release
Increases shelf life
Diabetes Market Size and Growth
•383 M people
•8% of adult population
•5 M deaths / year
•Cost of treatment is 4$/day
•548 B$ spent in 2013 (below 50% treated)
•Biggest market / growth in India & China
Example: a Systemic Disease
CONFIDENTIAL
59
Particle Stream™
Aerosol Flow Reactors
POC production
(up to 100 mg/hr)
Lab-scale production
(up to 5 g/hr)
Pilot-scale production
(up to 100 g/hr)
Self Assembly for Flexible Electronics
Patented
Self assembly of
nanostructured
films
>3x higher
conductivity
www.canatu.com
100B$
Nano assembled production & products
Examples from Canatu’s Patent Portfolio
Flexible/Transparent Electrodes
for Ulta-Low Viz. Touch Sensors, Haptics Interfaces
Solar Cells, RFID and Displays and E-Skins
Thermal Acoustic Layers
In Flexible Transparent
Conformal Speakers
Flexible Electrodes
In Batteries and
Supercaps
High Efficiency
Self Cleaning
Particle Filters
Field Emitting Layers
for FEDs
EMS and ESD
Flexible/Transparent
Semiconductors
and
Transistors
Active layers
Saturable Absorber layers
in Femto Second Lasers
for Optical Signal Generation and Regeneration and materials processing
Touch Sensors
For touch screens and
surfaces
For Solar Cells
Self Assembly: Hi-Performance Batteries
Self assembly of
nanostructured
interfaces
10x charging
speed
2x energy
Patented
www.broadbit.com
Nanostructure
TOP
SECRET!
Self Assembly
Process
TOP
SECRET!
1000B$
BroadBit’s
Hi-Power
sodium batteries
BroadBit’s breakthrough results
>3x lower>3x lower
cost/kWhcost/kWh
>3x lower>3x lower
cost/kWhcost/kWh
Full EV recharging in 5
minutes possible
2× EV range at same weight
3× EV range at same price
BroadBit’s
Hi-Energy
sodium batteries
>5x lower>5x lower
cost/kWcost/kW
>5x lower>5x lower
cost/kWcost/kW
Beyond Lithium Opportunities
Sufficiently high energy
enables electric airplanes
Sufficiently low-cost
enables grid storage
Sufficiently high power
replaces starter batteries
Safety of Lithium-Ion Batteries
Catastrophic Failure Mode of Li-Ion
Lithium Dendrite formation
Status
We are soon ready for building pilot
manufacturing
Battery assembly partner
In-house pilot line for 100 kg/day battery
component production
First pouch cells built
Performance
Verified
The State of Bottom-up Nanotech
Shimon Peres 1923-2016
“Ultimately, Nanotechnology is about doing more with less”
?
SW
Cheaper & Faster
Lower CapEx
Smaller general teams
Easier to Scale
No logistics
Open source, APIs etc
More Profitable
Higher margins
Lower marginal costs
Lower Barrier to Entry
Is Hardware the new Software?
HW
Cheap & Fast
Low CapEx
Small specialized teams
Easy to Scale
Outsourced supply/distribution
Outsourced manufacturing
Very Profitable
High margins (from IP/Brand)
Low marginal costs
Low Barrier to Entry
SW
Cheaper & Faster
Easier to Scale
More Profitable
Lower Barrier to Entry
Revenue?
Competitors
Is Hardware the new Software?
HW
Cheap & Fast
Easy to Scale
Very Profitable
Low Barrier to Entry
People Buy Hardware!
Passion/loyalty
Do software companies inspire
this?
THANK YOU
David Brown, PhD
Co-Founder & CEO
david.brown@broadbit.com

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The Hardware Revolution: Is Hardware Becoming the New Software

  • 1. Is hardware the new Software? Creating the Innovations that will change our lives September 2016 David Brown, CEO, BroadBit Batteries
  • 2. Who the Hell and I? PhD Environmental Engineering (Air Quality Management) MSc Aerospace Engineering (Computation Physics) BSE Aerospace Engineering (Fluid Dynamics and Propulsion) Fulbright Fellow (Atmospheric Physics and Chemistry) Over 150 patents and applications Over 150 scientific and engineering publications Manager of two physics labs (Aerosol Physics & Nanomaterial Physics) Twice nominated for European Inventor of the Year Founder and founding CEO of 6 companies in: Energy, Comp. Physics, Nanotech & Electronics, Pharmaceuticals, Optics ParticleStream Technologies ParticleStream Technologies
  • 3. SW Cheap & Fast Low CapEx Small general teams Open Source, API Easy to Scale No logistics “[ctrl]c” Very Profitable High margins Low marginal costs Low Barrier to Entry What investors & startups all “know” HW Expensive & Slow High CapEx Large specialized teams Closed, proprietary, far away Hard to Scale Lots of supply/distribution Tooling and manufacturing Not Very Profitable Low margins High marginal costs High Barrier to Entry
  • 5. What is your reaction to the following question? Why don’t they X?! SW: Has it been done before? How many programmers needed? HW: Is that possible? Software vs. Hardware
  • 16. How to make Hardware like Software?
  • 20. Traditional Economies of Scale Venician Arsenal 1104 Gutenburg Press 1436 (China ~1110)
  • 23. HW start-ups can play with the big boys Contract Mfgs. Multifunctional SoC (System on Chip) Supply/Dist. Chain Providers New Dist. channels (Kickstarter) Software upgradable hardware Brand and Contract Mfg. Support Bring outside economies of scale in-house as a service
  • 24. HW start-ups can play with the big boys Crowdfunding pre-order campaign
  • 26. Is 3D Printing the answer?
  • 27. Is 3D Printing the answer?
  • 28. Is 3D Printing the answer?
  • 29. Fundamentals of 3D Printing Digitize Layer Finish AssembleScan
  • 30. Open source Hardware Free CAD Open standards Hacker Communities Voxels (ready module) Cheap scanning Cheap printing Cheap materials
  • 31. 3D Printing is much like Software Software/Info Driven Digital/Scalable Automated Modular Design freedom Low Barrier to Entry Local/Logistics free
  • 35. Is 3D Printing the answer? Real Uses Today Fast Prototyping/Iteration & Rapid Mfg. Unique/1-Off/Low Vol. (Molds, Prosthetics, Plane Parts) Virtual Inventory and “long tail” Unmanufacturable (e.g. cooled turbine blades) Art, Design, Amusement Reconstruction (e.g. of artifacts) Qii Rollable Keyboard (Indiegogo)
  • 36. Is 3D Printing the answer? Real Uses Tomorrow Local/In-home manufacturing (e.g. a “stuff” oven) Medium Volume Manufacturing (e.g. auto parts) Logistics Limited (e.g. spare parts in the field or in space) Imitation Foods Medical & Bio-Printing … 3D Printing can never undercut traditional high volume mfg!
  • 37. Example of novel 3DP products
  • 38. Top-Down Manufacturing 3-D printing is still only an improvement on traditional top-down additive mfg. As is mass production, subtractive mfg. etc.
  • 39. Top-Down Manufacturing 3-D printing is still only an improvement on traditional top-down additive mfg. As is mass production, subtractive mfg. etc. Design Product
  • 41. Biology is Bottom-up Manufacturing
  • 44. The Birth of Nanotechnology On December 29, 1959, Richard Feynman gave a talk entitled “There’s Plenty of Room at the Bottom” Feynman suggested that it should be possible, in principle, to make nanoscale machines that "arrange the atoms the way we want", and do chemical synthesis by mechanical manipulation.
  • 45. makromaailma Hair Bacteria Insulin Atoms Fish Eggs Cells Viruses Fatty Acids, and Nanotubes Nanotechnology 101 Nanotechnology is the engineering of functional systems at the molecular scale.
  • 47. Nanotechnology history 1913:Bohr Atomic Model 1931:Scanning Electron Microscope
  • 48. Nanotechnology history 1913:Bohr Atomic Model 1931:Scanning Electron Microscope 1939:Transmission Electron Microscope
  • 49. Nanotechnology history 1913:Bohr Atomic Model 1931:Scanning Electron Microscope 1939:Transmission Electron Microscope 1947: Contact Point Transistor
  • 50. Nanotechnology history 1913:Bohr Atomic Model 1931:Scanning Electron Microscope 1939:Transmission Electron Microscope 1947: Contact Point Transistor 1981: Scanning Probe Microscope (AFM/STM)
  • 53. 25 times stronger than steel Half as dense as aluminum 1000 times more conductive than copper Conducts heat twice as well as diamond Thermally stable up to 1500 C Better semiconductor than silicon ”zig-zag” ”chiral” ”armchair” (semiconducting) (semiconducting) (metallic) Carbon Nanotube Basics
  • 54. Is Nanotechnology the Answer? Richard Feynman predicted nanoscale Top-Down assembly NOT Bottom-Up (Self-Assembly) Top-Down = Research Tool Bottom-Up = Manufacturing Tool
  • 55. Bottom Up Manufacturing How Carbon Nanotubes self assemble First computational models indicating CNT nucleation & growth mechanism (by Kim Bolton) 1)Carbon enters metal particle 2)Particle saturates with carbon 3)A small graphitic carbon cap forms 4)The CNT “lifts off the surface” and new carbon is introduced at the CNT base.
  • 56. Self Assembly for Optical Fiber Self assembly of nanostructured micro-particles >10x production speed of optical fiber Patented www.almakor.com 3B$
  • 57. Self Assembly for Inhalable Drugs Self assembly of nanostructured micro-particles >5x drug lung deposition Patented NANO- ENCAPSULATION NANO- GLIDANT www.tiecospharma.com 50B$
  • 58. Teicos Inhalation: Better for Patients Painless and simple Inexpensive to use Reduces side effects Fast acting Allows controlled release Increases shelf life
  • 59. Diabetes Market Size and Growth •383 M people •8% of adult population •5 M deaths / year •Cost of treatment is 4$/day •548 B$ spent in 2013 (below 50% treated) •Biggest market / growth in India & China Example: a Systemic Disease CONFIDENTIAL 59
  • 60. Particle Stream™ Aerosol Flow Reactors POC production (up to 100 mg/hr) Lab-scale production (up to 5 g/hr) Pilot-scale production (up to 100 g/hr)
  • 61. Self Assembly for Flexible Electronics Patented Self assembly of nanostructured films >3x higher conductivity www.canatu.com 100B$
  • 63. Examples from Canatu’s Patent Portfolio Flexible/Transparent Electrodes for Ulta-Low Viz. Touch Sensors, Haptics Interfaces Solar Cells, RFID and Displays and E-Skins Thermal Acoustic Layers In Flexible Transparent Conformal Speakers Flexible Electrodes In Batteries and Supercaps High Efficiency Self Cleaning Particle Filters Field Emitting Layers for FEDs EMS and ESD Flexible/Transparent Semiconductors and Transistors Active layers Saturable Absorber layers in Femto Second Lasers for Optical Signal Generation and Regeneration and materials processing Touch Sensors For touch screens and surfaces For Solar Cells
  • 64. Self Assembly: Hi-Performance Batteries Self assembly of nanostructured interfaces 10x charging speed 2x energy Patented www.broadbit.com Nanostructure TOP SECRET! Self Assembly Process TOP SECRET! 1000B$
  • 65. BroadBit’s Hi-Power sodium batteries BroadBit’s breakthrough results >3x lower>3x lower cost/kWhcost/kWh >3x lower>3x lower cost/kWhcost/kWh Full EV recharging in 5 minutes possible 2× EV range at same weight 3× EV range at same price BroadBit’s Hi-Energy sodium batteries >5x lower>5x lower cost/kWcost/kW >5x lower>5x lower cost/kWcost/kW
  • 66. Beyond Lithium Opportunities Sufficiently high energy enables electric airplanes Sufficiently low-cost enables grid storage Sufficiently high power replaces starter batteries
  • 68. Catastrophic Failure Mode of Li-Ion Lithium Dendrite formation
  • 69. Status We are soon ready for building pilot manufacturing Battery assembly partner In-house pilot line for 100 kg/day battery component production First pouch cells built Performance Verified
  • 70. The State of Bottom-up Nanotech Shimon Peres 1923-2016 “Ultimately, Nanotechnology is about doing more with less” ?
  • 71. SW Cheaper & Faster Lower CapEx Smaller general teams Easier to Scale No logistics Open source, APIs etc More Profitable Higher margins Lower marginal costs Lower Barrier to Entry Is Hardware the new Software? HW Cheap & Fast Low CapEx Small specialized teams Easy to Scale Outsourced supply/distribution Outsourced manufacturing Very Profitable High margins (from IP/Brand) Low marginal costs Low Barrier to Entry
  • 72. SW Cheaper & Faster Easier to Scale More Profitable Lower Barrier to Entry Revenue? Competitors Is Hardware the new Software? HW Cheap & Fast Easy to Scale Very Profitable Low Barrier to Entry People Buy Hardware! Passion/loyalty
  • 73. Do software companies inspire this?
  • 74. THANK YOU David Brown, PhD Co-Founder & CEO david.brown@broadbit.com