A Year of Change: Solar, Smart Power, and Carbon; Buying Greenhome.com; and Cleantech Blog Moves to Texas

Dear Friends,

We think it’s time cleantech grew up and learned to play with the big boys of energy and consumer goods.  That means learning cost down and scale like nobody’s business.  We think it can.  We think green is going mainstream – for good. We think LEDs are going to win.  We think wind and solar power will continue to grow, and bear the bruises to prove it.  We think EVs may have a shot, but have it to prove. We think climate change will be tackled, and beaten, but it will be a long hard road.  We think energy storage and cellulosic biofuels are not yet teething, and investors there will pay the price.  We think water tech may yet be a real sector on the back of shale gas.  We think smart grid is the sine qua non of cleantech’s future.  We think the future of cleantech means fewer venture capitalists, more globalization, and more energy companies at the table, and scale like you’ve never seen it before.

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