nanotech 101 for investors

Nanotechnology?Why Small is Having a Big

Impact

Tim HarperCientifica Ltd

What Do I Know?

2

What Do I Know?

2

What Do I Know?

• Former Engineer at European Space Agency

2

What Do I Know?

• Former Engineer at European Space Agency

• Serial Entrepreneur

2

What Do I Know?

• Former Engineer at European Space Agency

• Serial Entrepreneur

• Chair / Chief Advisor of Several National Funding Bodies

2

What Do I Know?

• Former Engineer at European Space Agency

• Serial Entrepreneur

• Chair / Chief Advisor of Several National Funding Bodies

• World Economic Forum Emerging Technologies Council / Tech Pioneers

2

What Do I Know?

• Former Engineer at European Space Agency

• Serial Entrepreneur

• Chair / Chief Advisor of Several National Funding Bodies

• World Economic Forum Emerging Technologies Council / Tech Pioneers

• Advise Governments & Private Clients

2

5000 Years of Science

7

5000 Years of Science

• We have been observing the world for 5000 years

7

5000 Years of Science

• We have been observing the world for 5000 years

• Significantly changing it for 100 years

7

5000 Years of Science

• We have been observing the world for 5000 years

• Significantly changing it for 100 years

• Understanding our actions for 20 years

7

Materials Have Shaped Our Culture & Economy

10,000 BC

Stone & Wood

Nanotechnology

Adapted from Herrmann, W. Chem. Eng. Technol. 21(7), 549 (1998)

Synthetic Biology

0

Cement Steel

1800

Iron

1000 BC 1900’s

PolymersComposites

2000 2010

8

Control Over Materials

Materials Have Always Been Vital to Humanity

• Clothing,

• Heating, hunting tools

• Coal, iron, oil, copper

• Semiconductors

• Satellites

9

Control Over Materials

9

Science Enables New Technologies

1650 1950 2050

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Semiconductors

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Semiconductors

Biotechnology

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Semiconductors

Biotechnology

Nanotechnologies

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Semiconductors

Biotechnology

Nanotechnologies

Synthetic Biology

Com

plex

ity

10

Science Enables New Technologies

1650 1950 2050

Semiconductors

Biotechnology

Nanotechnologies

Synthetic Biology

Com

plex

ity

Geoengineering?

10

Science Enables New Technologies

1650 1950 2050

Semiconductors

Biotechnology

Nanotechnologies

Synthetic Biology

Com

plex

ity

Geoengineering?

Con

trol

10

10 Years of Nanotech

11

10 Years of Nanotech

Drug Delivery

Tissue EngineeringCatalysis

Filtration

Water Treatment

Computer Memory

Data Storage

DisplaysFood

Textiles

Cosmetics

Sunscreen

Lighting

Coatings

Household Cleaners Sporting Equipment

Construction

Insulation

Anti Corrosion

Paints

11

10 Years of Nanotech

11

Government$68Bn

Private$183Bn

Government$68Bn

$250 Billion

“Anyone talking about trillion dollar markets, thousands of start-ups and billions of dollars of VC money is missing the point of nanotechnology.

...most of the effects will not be called nano, and they will be off the radar of most nano pundits & gurus"

- Tim Harper 2003

!200,000%

0%

200,000%

400,000%

600,000%

800,000%

1,000,000%

1,200,000%

1,400,000%

1,600,000%

2005% 2006% 2007% 2008% 2009% 2010% 2011% 2012% 2013% 2014% 2015% 2016%

Value&(US$&M

illion)&

Year&

Nanotechnology&Market&Evolu;on&2006?15&

Aero+Defence%

Automo:ve%

Chemicals%

General%

Food%

Healthcare%

!200,000%

0%

200,000%

400,000%

600,000%

800,000%

1,000,000%

1,200,000%

1,400,000%

1,600,000%

2005% 2006% 2007% 2008% 2009% 2010% 2011% 2012% 2013% 2014% 2015% 2016%

Value&(US$&M

illion)&

Year&

Nanotechnology&Market&Evolu;on&2006?15&

Aero+Defence%

Automo:ve%

Chemicals%

General%

Food%

Healthcare%

Understanding Nature

Building From The Bottom Up

Genome contains 3.2Bn base pairs

Genome contains 3.2Bn base pairs20-25,000 distinct genes encoded by 2

bits (CGAT)

Genome contains 3.2Bn base pairs20-25,000 distinct genes encoded by 2

bits (CGAT)

800 Mb

Genome contains 3.2Bn base pairs20-25,000 distinct genes encoded by 2

bits (CGAT)

800 Mb

Genome contains 3.2Bn base pairs20-25,000 distinct genes encoded by 2

bits (CGAT)

800 Mb 1.3Gb

Using only chitin nature creates something

• strong & resilient

• breathable

• waterproof and

• creates colour through structure

Nature uses a few polymers

chitin, cellulose, starch, protein, nucleic acid

We use thousands, many oil based, to achieve the same properties

Diagnosing Disease

Drug Delivery

Even Textiles

Nanotech + Biotech+ IT ???????

Synthetic Biology

Longest Published DNA Sequence

33

Source: Rob Carlson synthesis.cc

A Lot Like Moore’s Law34

Is It Just Smaller Faster Better Stuff?

Addressing the Challenge

Sustained & responsible technology innovation is the only way that the world has supported six billion people and will continue to sustain 9 billion people by 2050.

‣ WEF Global Agenda Council on Emerging Technologies

Addressing the Challenge

Is It Possible?

New & Sustainable Investment Models

Required?

Profiting From The Challenge

Profiting From The Challenge

• Sustainability is on everyones agenda now

Profiting From The Challenge

• Sustainability is on everyones agenda now

• Increasing regulatory pressure

Profiting From The Challenge

• Sustainability is on everyones agenda now

• Increasing regulatory pressure

•Nano/bio/IT convergence is a once a century opportunity

Finally

43

Finally

Nanotechnologies and biosciences will be as important to the 21st Century as oil, polymers and semiconductors were to the 20th Century

43

Finally

Nanotechnologies and biosciences will be as important to the 21st Century as oil, polymers and semiconductors were to the 20th Century

We have the tools, lets use them wisely

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tim.harper@cientifica.comTwitter: @tim_harper