We know heat pumps work - they’ve been around for decades - but actually getting them into homes is a challenge. The gap is structural: high upfront costs, a buying process stuck in the 90s, and a supply chain stacking layers of margin between the manufacturer and your home.
We talk with Stephen Lake, founder and CEO of Jetson, a home electrification company focused on making the transition to electric systems more affordable and sustainable. Jetson was started by the same team that built and sold North (formerly Thalmic Labs) to Google. They raised a $50M Series A earlier this year and are operating in Vancouver, Colorado and Massachusetts.
Jetson is giving heat pumps the DTC treatment and vertically integrating the entire experience - from hardware to install -building a system that functions more like mass production than a typical HVAC company.
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TALKING POINTS
Why home heating is a bigger emissions lever than switching to an EV
The structural barriers keeping heat pump adoption low - and Jetson’s thesis for closing the gap
Jetson’s strategy for turning one-off installations into a repeatable process
How Jetson thinks about entering new markets- The cold-climate and cost myths that are still slowing adoption
What a fleet of connected homes means for the customer experience
The grid integration play: demand response, time-of-use optimization, and what comes next