Sunrun, every mention
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tap a year for its mentions
every year anyone Shayle Kann 39Mary Powell 5Jigar Shah 4Jesse Rivest 3Zach Dell 1Steve Letendre 1Stephen Lacey 1Ramez Naam 1
Verbatim, from the transcripts: the passages where Sunrun comes up
The multi-billion dollar promise of vehicle-to-grid integration
- ▶ 12:33 Steve Letendre package offerings, which is the Ford F-I-F-Lightning and their Ford Station Pro with the Sunrun box that does the conversion.
- ▶ 33:35 Shayle Kann It was when solar city and sun run and sungevity and all these companies introduced the like PPA and lease model.
How Base Power plans to use its fresh $1B
- ▶ 22:09 Zach Dell Battery OEMs, you know, they, they sell the product, and then Bob's Electric, or Sunrun, or, you know, Freedom Solar, or, you know, any of those great installers go and install the product, and those guys charge time and materials, and so…
- ▶ 23:43 Shayle Kann Sunrun solved this problem, presumably, as of today. 3 times in the scene
Tumult in residential solar
- ▶ 2:52 Shayle Kann 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.
- ▶ 7:37 Shayle Kann What is or was the financial structure of the major players, the public, let's say the public players in the market, companies like Sunrun and, and Sunova and so on.
Catalyst Live at SF Climate Week
- ▶ 13:25 Shayle Kann And the thing that unlocked residential solar was the introduction of the lease in the PPA model, where at that time, like SolarCity and Sunrun and Sungevity and the companies that were pioneering that were able to offer you basically…
Could VPPs save rooftop solar?
- ▶ 0:21 Jigar Shah And you've heard both Sunrun, Sanova, but also others, announce that they are now VPP companies.
- ▶ 8:42 Jigar Shah So when you think about, like, the Sunrun, thirty-megawatt pilot with PG&E, I mean, I'm as excited about the pilot as the next guy. 2 times in the scene
- ▶ 14:01 Jigar Shah Both Sunrun, Sunova, but also others announced that they are now VPP companies, right?
The news quiz episode!
- ▶ 4:26 Stephen Lacey Uh, before becoming an investor, Matt worked in biotech and then was an early employee at Sunrun.
Unlocking hyper-efficient cooling
- ▶ 32:17 Jesse Rivest Yeah, the best way to think about it, and there are lots of ways to think about it, the way I think about it is, um, a company like Sunrun really changed the game in rooftop photovoltaics. 2 times in the scene
- ▶ 40:09 Jesse Rivest You know, you don't have to own your home to have Sunrun install solar panels.
The future of the home solar market
- ▶ 0:43 Shayle Kann So, you're the newly minted CEO of the largest residential solar company in the country, currently sitting around a six billion dollar market cap, but with much bigger ambitions.
- ▶ 3:45 Shayle Kann One strong candidate is Sunrun. 5 times in the scene
- ▶ 4:43 Shayle Kann So when did you start at Sunrun? 3 times in the scene
- ▶ 7:28 Shayle Kann I want to start by talking about Sunrun's core business, the residential solar business, and then I want to spend a bunch of time talking about kind of the next suite of things, what's coming post-residential solar, both things Sunrun is… 6 times in the scene
- ▶ 14:05 Mary Powell Sunrun was a big part of also something that I know you've probably seen
- ▶ 17:03 Mary Powell They're, they're interested from a perspective of understanding that no amount of, you know, storm hardening by utilities is going to make them have reliable power on a regular basis that really going with Sunrun. 4 times in the scene
- ▶ 23:26 Shayle Kann I mean, you can do time of use arbitrage in California, and maybe in some places you're going to be benefiting from participation in some grid services program that Sunrun runs, but presumably for a lot of those customers, this is an… 5 times in the scene
- ▶ 29:12 Shayle Kann More, what would unlock the ability to make virtual power plants, uh, using Sunrun batteries ubiquitous?
- ▶ 34:50 Shayle Kann Um, Sunrun has already dipped its toe in the water here in a pretty interesting way. 6 times in the scene
- ▶ 39:19 Shayle Kann I think the next big category of home electrification that is happening, but feels like you could use some sun runification, if I may, is heat pumps, right?
- ▶ 43:19 Shayle Kann Okay, so fast forward 10 years, let's say, and you're, let's assume you're still at the helm of Sunrun. 4 times in the scene
Can 'deeptech' venture capital solve climate change?
- ▶ 8:57 Ramez Naam Good exits eventually in the finance side of things in companies like SolarCity and Sunrun.