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
Insight
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…”
Steve Pantano Oct 19, 2023 ▶ 23:43 The pace of home electrification
Nov 14, 2024 neutral
Assertion Not publicly verifiable
Lambert: Emergencies drive 50% of heating purchases but under 25% of cooling
“On the heating side, it's roughly 50% of the market today. So it's like people will, their furnace dies, that's where they'll, they'll get it. On the cooling side, it's less than a quarter”
Paul Lambert Nov 14, 2024 ▶ 29:35 Getting heat pumps right
Sep 4, 2025 negative
Disclosure
Pierpoint: Converting to all-electric HVAC doubled home utility costs over gas
“I definitely converted to all electric HVAC in my house, and now I pay almost twice as much as what we paid before on a gas-based system.”
Lara Pierpoint Sep 4, 2025 ▶ 15:49 AMA: Geoengineering, nuclear, power prices, and more
Sep 4, 2025 negative
Opinion
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…”
Shayle Kann Sep 4, 2025 ▶ 17:35 AMA: Geoengineering, nuclear, power prices, and more
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