Patrick O'Shaughnessy
👤 SpeakerAppearances Over Time
Podcast Appearances
Talk about what those are, how you're thinking about it, what the innovations could be there.
It's like a twin part of the story that seems almost as important as the part we've explored so far.
If I think about one version of this story, you could just say, okay, you've walked us through the unit economics of the individual unit.
The Gen 4 is way cheaper.
The payback period is way shorter.
There's one of these things on every available home.
You do that math.
I think everyone would have a victory parade.
Great.
Awesome.
Incredible job.
Great business.
Cool innovation.
Supported the system.
Value delivery.
Blah, blah, blah.
What parts of the vision have we not talked about that you've thought about that excites you?
You talked a little bit about other things you could sell into the home because of your unique positioning there.
That's one dimension of other things that you could do.
What other things does this give you the right to win in this big story that's so captured your imagination?