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And the need for more/larger panels and support structures will only be a win if overall, the costs decrease.

The cost is what makes the decision for deployment, not the efficiency. Perhaps this efficiency makes 2-axis tracking economical enough to justify, and then it gets deployed, but in the end the efficiency wasn't as important as the improved costs.

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To use a Computer Science paradigm. Performance (Efficiency) is not the end goal, but performance (efficiency) acts like currencies so that you can 'buy' other things from it.

I'm no expert, but if the panels now generate additional energy/money that offsets the cost of adding these nano-tubes, doesn't that mean you can meet your power needs with less hardware, or generate extra money to sell back to the grid? It seems like what matters is whether these nanotubes generate more value than they cost.

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