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Thanks to the rapid evolution of technologies that manipulate molecules, small companies have market power far greater than their size. Using patented IP and leveraging new computational and discovery tools, such companies can build franchises in markets they could otherwise never enter.
A perfect example is the Energy Technology market, where Firelake has overlapping expertise. A trillion dollar industry with infrastructure based on century-old technology, energy technology will be transformed by new products based on Materials Science.
In this arena, the winners will be companies that identify specific industrial and social demands for materials that have efficient electrical characteristics, are stronger, lighter, harder, more stable, and more resistant to a host of environmental stresses. Firelake looks for firms that make these materials-or the tools and processes to incorporate them into existing markets-as potential investments.
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