In this conversation I talk to Ilan Gur about what it really means for technology to "escape the lab", the power of context to shape the usefulness of research, the inadequacies of current institutional structures, how activate helps technology escape the lab *by* changing people's context, and more.

Ilan is the CEO and founder of Activate, which is a nonprofit that runs a fellowship enabling scientists to spend two years embedded in research institutions to mature technology from a concept to a first product. In the past, he has also served as a program director at ARPA-E and was a cofounder of Seeo, where he commercial new high-density battery technology.

Links

Activate

Ilan on Twitter

Ilan on My Climate Journey Podcast 

Transcript

In the past, we've talked about the, how the whole process of really turning hardcore scientific research into products that have an impact on people's lives is fairly abstract to people outside of the system. Since you've both walked the path and now help other people do the same, let's round the conversation.

would you go into detail on what the actual actions you need to take to go from say, being a graduate student who just published a paper on a promising battery technology to an improved battery in a car.

That's that's a great place to start. let me try and answer that from a few different dimensions. I'll, I'll start by answering it, just from an anecdote about my personal experience, which I've shared in other places, but, you know, I basically. Went into my PhD program because I felt like the field I was studying material scientists, material science could, be the biggest way to make a big impact on climate change by basically taking new science and turning it into the next generation of all the technologies.

We need to have a sustainable economy. And, I was working in nanotechnology, joined. Kind of the world, the best research group in the world that that was working on how nano materials could improve solar cells. and this is before the, the enormous solar market that exists today exists. There was a sense at the time that, you know, we needed a completely new generation of technology to make solar ubiquitous and cost effective.

And so, you know, we had this great mantra around how we were going to print solar cells like newspapers, using these small colloidal nano, semiconductors. and the research was phenomenal. we were driven by the fact that what I like to say is, you know, we wrote a science paper where the first paragraph, like any, talked about how the research was going to change the world.

And it wasn't until I randomly got connected with some business school folks at Berkeley, where I was doing my PhD. and they actually. It didn't take long. they put me through just a few cycles of digging one level deeper into, how solar cells were actually made, how they were sold, what determined their, their costs and the cost of energy they produce.

and I ended up, you know, over the course of a few weeks with a spreadsheet that I still have somewhere, which told me that. If we hit all of our targets and our research in terms of what we thought could change the world. we would end up with a solar cell where even if you gave it away for free, it couldn't compete with the existing state of the art Silicon solar cells at the time.

and it was a really. Simple idea, which was, we were making dirt cheap solar cells, but they probably wouldn't last very long. And we didn't think that was such a big deal. You just print some more. and yet, certainly at the time, and it's still true. It's such a, such a predominant amount of the cost of solar energy came from the balance of systems and installations.

And I bring up the story because, for me, it was a tipping point. We had so much excitement about our research. It was even published in Forbes, you know, so a business magazine, and. It just showed how it showed, how easy it was to think you were doing something productive and successful. I it's not that I, I, I was in academia, but the reason I was there was to try and get something productive that could turn into a product.

Right. And I had missed the boat so much, even with that intention. and so that was a shock to me. And so. That was kind of the first lesson around how, you know, institutions matter and incentives matter. but what I ended up doing was then leaving academia and jumping into an early stage startup, which was an amazing vehicle to think about how this transition happens and, you know, basically the learning there, and, This is what we now, you know, this is a lot of what we now indoctrinate and try and help people understand in the fellowship we run, was that, you know, the depth and multitude of elements that determine whether a technology can actually make it from the research stage to a product in the market.

You know, first of all, you know, the idea is like, you know, the easy part in some regard. but yeah. You know, the number of levels deeper, you have to go to understand, okay, how is it going to be, how is it actually going to be valuable? Who's going to buy it. Why are they going to buy it? You know, how does, how does the whole system get built to make it, it's it's a month multi-dimensional problem where everything needs to line up between finance and the team you have in the market yet.

And it's technology. and. You know, for me, I think, you know, this we've talked before, one of the biggest things that I've come to realize is we've got, you know, we've got hundreds of billions of dollars that government spends to do the idea and ideation. We've got hundreds of billions of dollars that the private sector spends to basically take the early prototypes and the idea of a product and scale it.

and we've got really very little, that goes into how you do all the really hard stuff of translating one to the other. Yeah. So, so let's like what I'm going to actually continue to poke at. Like, what is that actual stuff? So the, the start that you joined did w what, what sort of was the origin of the technology that you were working on?

I assume it came out of a lab somewhere. I, yeah, I was involved in two startups. One was after that epiphany moment in my PhD work, I basically threw out the work we were doing, and shifted gears and ended up developing the technology. That was the basis for, for actually a solar startup thinking about sort of thin-film, nanocrystal based, solar cells, Basically realizing that the, that the lifetime was so important, we just threw out all of the organics that we were working on and focused on.

Like, you basically just need a new manufacturing approach to make something that looks like a traditional solar. So, that was a company that I kind of helped establish, but then ultimately didn't go. I was, I was meant to be sort of the founding, you know, grad student turn CTO. and then, for a number of reasons, didn't end up jumping into that as a startup and instead, through.

Just some of the serendipity of being in the Bay area and Silicon Valley ended up, on the founding team of a battery startup that came out of another research lab at Berkeley. and this was funded by, Samira and Vanessa who, when, when coastal ventures was just going to start it. yeah, so, so like let's so.

W when we say coming out of a lab, I think it's actually worth almost disecting what that means. Cause I suspect that it means different things to different people. and so, so someone in the lab. Did some research, figure it out. Okay. We think we can extend it was, it was a lifetime, et cetera, extended battery lifetimes, or, this was about making or energy batteries, higher energy density, batteries that were still safe and stable.

using basically solid electrolytes. so, so they like publish her paper, like, like I assume that there's like, like they do some experiments. They come up with like the core. sort of process improvement. It's like, okay, we, we make batteries this, this old way, and now we need to make batteries at different way that will eventually make the battery into something useful.

then what did, like, what did they need to do? What do you, what did you all do? Yeah, the origin story of CEO is I think a great one. So ingredients in this case and, and some, and there are some universal, I think things that you can pull out of this, you had a couple of graduate students and a professor at Berkeley, Natasha Bulsara, doing research, basically a polymer expert who starts doing research in terms of how polymers can be applied to batteries.

the, the business as usual or the incentive structures within universities generally, you know, would say for Natasha to be successful in his career, he needs to make some new discoveries. He needs to write some great papers. he needs to advance, you know, as an academic, right. And he was doing that.

and. In this case, it took this moment where, you know, Natasha was a dreamer and had, you know, just had a sense of, well, wait a second, I want this to be useful. I think this can be useful. He kind of had a zero with order idea that there's this problem in batteries, where, you know, you can, if you try and use high energy density, electrodes, like lithium metal, they can short across and lithium metals, flammable and combustible.

And so, you know, There's this idea that you could make a high energy density battery. Unfortunately, it starts to look more like a bomb than a battery. and he, you know, to zero with order, the polymers that he's making could solve that problem, right. It could be robust and strong mechanically and still be highl