HVAC
4 statements across 3 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Oct 19, 2023 by Steve Pantano · across every show →
Everything said about HVAC, oldest first
Oct 19, 2023 neutral
Pantano: Combined space and water heat pumps will remain niche for now
“I think it's a niche for now. I'd be, I mean, there's a lot of innovation out there that's yet to sort of hit its stride. That could be one where we start to see some interesting market growth. But yeah, I think for now, I mean, most of these products, HVAC an…”
Nov 14, 2024 neutral
Sep 4, 2025 negative
Sep 4, 2025 negative
Kann: Electric stoves are a small household load not worth prioritizing
“It is a small load in the house. If you, what you care about is, you know, electrifying stuff, you should, you really push people toward electric vehicles and electric HVAC and stoves don't really matter at the end of the day. So I just don't get it. I don't g…”