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May 17th, 2007
Instead of following the pack, Gunderson recommended betting on transformational technologies, most of which involve new materials.
In the area of solar, that means more efficient photovoltaics that use advances in nanotechnology. In biofuels, his firm is looking at technologies that will make current ethanol plants obsolete.
"We're looking at feedstocks and processes--not in production capacity--where the opportunity for drastic cost reductions are," he said.
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