April, 2010

David Schirmacher Joins FieldView

Monday, April 26th, 2010

David Shirmacher has joined one of SJF’s portfolio companies, FieldView Solutions.  FieldView provides a Web-based interface for branch circuit monitoring in data centers.  The solution helps to reduce energy costs in data centers.  My colleague, Arrun, has written about the investment on SJF’s cleantech blog.

As global head of engineering and critical systems for Goldman Sachs, David designed and operated Goldman’s data centers.

When looking at investment opportunities, SJF looks for enthusiastic customer validation from authoritative sources.  David’s joining FieldView is about as good as it gets in satisfying that criterion.  We are very excited that he is joining FieldView.

The Next Industrial Revolution?

Monday, April 5th, 2010

A few years ago I heard of an interesting concept:   hyper-localized manufacturing.  The idea goes something like this:  One day, individuals will have highly sophisticated tools that can build almost any type of item by downloading instructions that are then used to “print” an object.  The concept is analogous to the transition from using FedEx to recipients’ printers.  Whereas in the old days a company would print a document and then then ship it via FedEx to a recipient, today the company can email the document and it will be printed by the recipient.  As a result, the hard document is created by the recipient.  Similarly, a table designer in the future industry could send instructions to a recipient’s tool, which would be capable of “printing” a table — or a chair, a shoe, or automobile, etc.

The idea is way out there, but supposedly Jeff Bezos and others have been very excited about the idea.

It’s hard to know if this concept will ever develop as envisioned, but I think one can make a bet that directionally the trend will be towards do-it-yourself manufacturing of some type.  The original author of “the long tail,” Chris Anderson, has laid out a pretty interesting map for how DIY manufacturing might unfold.  See the story here.

Excerpt:

Here’s the history of two decades in one sentence: If the past 10 years have been about discovering post-institutional social models on the Web, then the next 10 years will be about applying them to the real world.

This story is about the next 10 years.

Transformative change happens when industries democratize, when they’re ripped from the sole domain of companies, governments, and other institutions and handed over to regular folks. The Internet democratized publishing, broadcasting, and communications, and the consequence was a massive increase in the range of both participation and participants in everything digital — the long tail of bits.

Now the same is happening to manufacturing — the long tail of things.

The tools of factory production, from electronics assembly to 3-D printing, are now available to individuals, in batches as small as a single unit. Anybody with an idea and a little expertise can set assembly lines in China into motion with nothing more than some keystrokes on their laptop. A few days later, a prototype will be at their door, and once it all checks out, they can push a few more buttons and be in full production, making hundreds, thousands, or more. They can become a virtual micro-factory, able to design and sell goods without any infrastructure or even inventory; products can be assembled and drop-shipped by contractors who serve hundreds of such customers simultaneously.

Today, micro-factories make everything from cars to bike components to bespoke furniture in any design you can imagine. The collective potential of a million garage tinkerers is about to be unleashed on the global markets, as ideas go straight into production, no financing or tooling required. “Three guys with laptops” used to describe a Web startup. Now it describes a hardware company, too.

Tablets: More than Just Mania

Thursday, April 1st, 2010

WIRED Magazine has been covering the “tablet revolution” very well.  Today, it summarized early reviews on the iPad.  More importantly, however, WIRED has some very interesting thoughts on why tablet computing has the power to be truly revolutionary.  It gathered views from 13 writers.  See the full story here. Not surprisingly, Kevin Kelly and Nicholas Negroponte have some of the most expansive visions for the impact of the tablet.  Some excerpts provided below:

Don’t think of them as tablets….  Think of them as windows that you carry.  This portable portal will peer into anything visible. You’ll be able to see into movies, pictures, rooms, Web pages, places, and books seamlessly. Many people think of this sheet as a full-color, hi-res, super ebook reader, but this viewer will be about moving images as much as text. Not just watching video but making it. It will have a built-in camera and idiot-proof video-editing tools, and it will also serve as a portble movie screen, eventually enabled for 3-D. You’ll “film” with the screen! It will remake both book publishing and Hollywood, because it creates a transmedia that conflates books and video. You get TV you read, books you watch, movies you touch. Kevin Kelly

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And it’s not just for bed. Would you have ever imagined how many people walk around looking at one hand? Texting is replacing talking, and thumbs are replacing lips. Laptops, meanwhile, are not mobile. They are nomadic. You have to sit down to use one and do battle for a connection. Standing with a laptop is entirely unsatisfactory.

Tablets are therefore the new frontier. They are the new book, the new newspaper, the new magazine, the new TV screen, and potentially the new laptop. Something you carry — and, yes, something you can lose.

The real beneficiaries, however, are not you and me or the thousands who will soon queue up to buy the iPad. The undeniable beneficiaries of tablets will be those who have no alternative, those who have no books, no libraries, and in many cases no schools or electricity. I mean the nearly 2 billion kids in the developing world. Nicholas Negroponte

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The iPhone shows that loads of people want rich-media networked devices with them everywhere. Like a tablet, the iPhone is a one-app-at-a-time full-screen experience, where the interface is determined as much by the apps and the device itself as it is by the OS. By dint of its bigger screen, a tablet is immersive enough to spend hours with — and yet it’s still intimate. A laptop is a work device, an arm’s-length, lean-forward experience. A tablet, in contrast, is a personal device, something you cradle and lean back with. Chris Anderson