And then Windows Became Intelligent …

Luke Pustejovsky
Mar 31, 2017 · 28 min read
Credit to Marianna Mazzucato for this excellent infographic. EC 2.0 film innovation is undergoing a similar evolution to the smart phone. What does the tech evolution of the smart phone teach us about the current race to make a durable retrofit electrochromic film (EC 2.0) for existing windows? Are the 15 underlying technologies the most important things about the iPhone? Is the integrated production vision, the “Form” (the Platonic Ideal), the real innovation? One could envision a similar infographic for the 8 known EC 2.0 projects and their core enabling technologies. Technical founders in this area incorporate learning from at least~12 specific innovation sub-fields: transparent conductor electrodes and connections, sputter chemistry, PECVD, CVD, PVD, polymer coatings, lithium ion batteries, thin films, photovoltaics, optics, spectroscopy, metrology. Most of the basic research has been funded by government.
What’s the big idea? Here’s a demonstration from Wisp. Disclosure: This author is a consultant to Wisp.

Innovation Context in April 2017

Moses holds a tablet containing the Ten Commandments. Were he born today in Silicon Valley, Moses might have founded an EC 2.0 startup.

“For Plato, forms, such as beauty, are more real than any object that imitate them. Though the forms are timeless and unchanging, physical things are in a constant change of existence. Where forms are unqualified perfection, physical things are qualified and conditioned.”

Why Are We Even Talking About the iPhone?

It’s TED’s fault.

Me Mate Rainbow Jeremy Ain’t Got No “Tech-mology”

The etymology of the word ‘technology’.

“Due Diligence is just a fancy way of saying: (1) How much of what you told me isn’t true? (2) What didn’t you tell me that I should know?”

If we believe we’re working collectively and contributing to the ‘zeitgeist’, then we’re excited to experience the flowering of ideas emerging from collective exploration — and we see idea ownership is a social construct. If we think we’re essentially alone and that the mind is contained within the brain, we give ourselves disproportionate credit.

Startup EC 2.0 Valuations and the Valley of Death

Nano-Materials and Building Materials

Bruce Monroe is a multimedia artist making large-scale installations with illuminated materials. This one uses polymer filters.
“Clear the lines of men in your head.”

EC 1.0 Private Companies

EC 2.0 Private Companies

Generic Seed, Series A and Series B Startups

But How Good Does the EC 2.0 Product Have To Be?


CASE 1: ITNES — ITN Energy Systems

Low Cost Electrochromic Film on Plastic for Net-Zero Energy Buildings

Dr. Brian Berland’s team created an EC 2.0 product that got favorable reviews by a number of large corporations. In the project, they took solid state batter technology from Oak Ridge National Labs and moved the solid state devices from rigid substrates to flexible substrates, depositing on polyethylene to fit a roll-to-roll manufacturing process.
The word clouds of EC 2.0 emphasize process engineering concepts. This word cloud is based on ITNES’s ARPA-E report.

Fundamentals

Durability

Performance

Challenges & Wrap Thoughts

PART TWO CASE STUDIES (COMING IN MAY 2017)


Closing Note — All Our Patent Are Belong To You

Luke Pustejovsky

Written by

Luke is an entrepreneur in the San Francisco Bay Area, focused on energy, advanced materials, climate change and “hard tech” related ventures.

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