Sunrun

“What caused the Inflection for residential solar in the late 2000, which is really when the market started to take off was financing. It was when solar city and sun run and sungevity and all these companies introduced the like PPA and lease model.”

“I think the horror stories you hear about the solar coaster and, you know, the Sunrun and the Tesla stuff, and I've talked to all kinds of people who have worked there previously and now and whatever, like, they faced these kind of supply-demand challenges bec…”

“Sunrun, for example, the market leader, is actually up year-to-date in the public markets after taking more of a beating in twenty-twenty-four.”

“In California, the smart meter data that the three big investor on utilities have actually should be shared with a variety of different players. So for example, the distributed energy companies like Sunrun or Sunpower They can really benefit from having smart …”

“Sunrun, and they participate in many different ways across the country in different markets with utilities, but, you know, they were the first to bid VPP capacity into a wholesale market. They bid capacity into ISO New England in and then deliver that energy i…”

“Sunrun is far and away the leading residential solar company in the country these days, having surpassed the empty shell formerly known as SolarCity a few years ago, and having acquired its next biggest competitor, Vivint Solar, more recently.”

“Like we are at three percent of seventy seven million addressable homes.”

“So the solar app was one You know, initiative and innovation that, again, now we have to get more and more parties to adopt it, more and more jurisdictions to use it, but it could be a really significant unlock in the context of cost and streamlining of the pr…”

“We now have, you know, 630,000 customers, and about 28,000 of those have batteries, but it's important to remember a lot of those were in place before really storage became a mainstream product that was being offered in the market.”

“I would say well over a third of those customers are interested in storage as well when they're going solar.”

“I don't think storage, you know, in my experience, is something that, again, it is about, oh, what's my payback? Yes, I mean, do customers always love that if you get a payback on top of it? Like, yay, wahoo, but it's, it is, you know, something at its core th…”

“Sunrun does have 12 virtual power plant projects in place.”

“Well, I mean, I say often culture eats strategy, and I actually think what we have, we Is way more a cultural challenge than a technical challenge. So again, in my experience, there's no end, there's no, like, bottom to the rabbit hole you go down when what yo…”

“I think we are solidly in an amazing partnership with Ford on their F-一-fifty Lightning and bringing it to, again, you know, 50 states with this really amazing bi-directional charger that we worked with them on that will allow customers, again, back to, You kn…”

“It's not necessarily a one stop. I'm going to do everything in my home, although I think we're going to increasingly see customers do that.”

“Solar so much is the gateway to so much more electrification. So what we find is customers that go solar, they do tend to be the first adopters of heat pumps. They then do tend to be the first adopters of electric vehicles, and so they really, so one of the re…”

“The goal is really to be really one of the largest energy providers in the United States, right? So that we're providing energy, we're providing the acceleration around whole home electrification, electrification of transportation, and we're aggregating all of…”