Cool to see a Heat Pump article near the top of HN! I'm the founder/CEO of Quilt (https://www.quilt.com/), which is mentioned in the article, and a decade+ daily reader of this fine site. At Quilt we've run the Nest playbook for ductless heat pumps as our first product. The plan is to do what Tesla did for automotive to the built environment infrastructure category (HVAC, plumbing, etc) and create the first major American manufacturer in a ~century.
The article has bullet #1 in problems to solve as "Contractors who default to what they know." This was one of my founding hypotheses to and it turns out I was wrong, this was the hardest won learning yet at Quilt. We originally were fully vertically integrated and had our own installation force because of this reason – we wanted to solve all the big problems, thought contractors were one of them, and so had to become a contractor. But we quickly saw we were getting in the way of our own mission to accelerate the energy transition (because we had far far more demand than we could scale operations to reach it). So in March we (initially cautiously) switched partnering with existing contractors and I have been delighted by the industry reception. There are so so many existing contractors who want modern tech and see working with us as a breath of fresh air. I definitely sold them short and in retrospect it was naive and even a little elitist.
Hey Paul! Good to see ya on here. I'm in a Facebook group of small HVAC contractors, and recently there was a conversation about who is installing heat pumps vs traditional ACs and furnaces. I was thrilled to see that most were saying that they are moving a lot of their business toward heat pumps. Of course, there were a few that were stuck in their ways and were "gas or die" type people, but it's exciting to see the ship slowly starting to turn. There are more and more heat pump forward contractors coming online every day, and it's great that we can team up with folks like you pushing the hardware forward. There is so much work to deploy these systems, and winning is going to look like all of us working together!
The article has bullet #1 in problems to solve as "Contractors who default to what they know." This was one of my founding hypotheses to and it turns out I was wrong, this was the hardest won learning yet at Quilt. We originally were fully vertically integrated and had our own installation force because of this reason – we wanted to solve all the big problems, thought contractors were one of them, and so had to become a contractor. But we quickly saw we were getting in the way of our own mission to accelerate the energy transition (because we had far far more demand than we could scale operations to reach it). So in March we (initially cautiously) switched partnering with existing contractors and I have been delighted by the industry reception. There are so so many existing contractors who want modern tech and see working with us as a breath of fresh air. I definitely sold them short and in retrospect it was naive and even a little elitist.
Happy to answer anything more. Also I'd be remiss if I didn't mention that we're growing super fast and just posted an Embedded Software Engineer role: https://job-boards.greenhouse.io/quilt/jobs/4952684007 :)