Paul Lambert, CEO of heat pump startup Quilt, breaks down the cost stack of residential mini-split installations on Catalyst.
Assertion Not checkable as stated
Lambert: Quilt buys line hide for $1/ft versus US distributors' $25/ft
“The typical distributors today, if you go at, kind of, if you're a contractor and you're gonna go buy it from one of the big distributors, you're paying about 25 dollars a foot for that line hide. We've been able to source it from China for less than a dollar …”
Opinion
Lambert: Dual-Fuel Heating Is Unnecessary in Any Coastal US City
“There are parts of the country that makes sense. They're getting fewer and fewer, but they do exist. It's certainly not the West Coast of California, or really any coastal city in America at this point, my view.”
Opinion
Lambert: Traditional mini-split heat pumps look like late-twentieth-century relics
“And, you know, I spent most of my career making consumer technology, and it just kind of jumped out at me as something that had kind of been Not really looked at in a couple decades. It kind of felt like a relic of the late-twentieth century product design.”
Assertion Not checkable as stated
Lambert: Most HVAC contractors initially refused to sell him a heat pump
“Where I had to talk to multiple people to even find a contractor would sell me one. Like, most people wouldn't even sell me a heat pump when I wanted it.”
Prediction Not checkable as stated
Lambert: Materials will see the biggest HVAC installation cost drop
“If you were to look at those three buckets, those cost drivers, and which ones we're going to have the biggest improvement on over the next two, three years, it's the materials.”
Opinion
Lambert: Complex historic home heat pump installs cannot be surveyed virtually
“Like we've seen some crazy installs with San Francisco, you know, Victorians, row houses that you're going through a hundred year old structure, multiple levels, neighbors on both sides. There, I do not see how you're ever going to do that virtually, at least …”