You are right nick,
Recognizing and benefitting from a new invention, takes some calculated risk as well as good planning. This technology is still in its infancy, but its a good bet.
My predictions are that next Revolutionary Super Hit Technology to come will be Alternative fuels. Just like Cars were for the 20th century, Jets were for mid 20th Century and also the Current Age of Info. technology mainly from later half of 20th century.
All types of Alternative fuels, Biofuel, Solar, Wind, Hydrogen will be tapped and the World's Next Bill Gates will the Guy or Girl, who comes up with the best most practical and widely usable, alternative fuel to power the cars, factories, planes, etc.
Ever wished you had invested in Microsoft in mid 80s.... Don't worry, next Microsoft is almost here.. in form of Alternative fuel company or group of companies (Most probably Oil Giants like Exxon, Mobil, Texaco, etc. will be the one's... they have Hundreds of Billions in Cash at hand, and alot of it is being invested in new alternative fuel research..).... The stocks alone in that Revolutionary Company to be, will make alot of Multi Millionaires out of general public, just like the Tech Boom of the 1990s.