Heat pumps are having a moment. Last year, the U.S. passed China to become the world's number one market for heat pumps—and they're not slowing down. But while heat pumps are efficient and effective on paper, they haven't always been objects of desire. Until now.This week, Molly talks to Paul Lambert, CEO and co-founder of Quilt, about building a heat pump company that's equal parts climate solution and consumer product. Paul explains how his team is reimagining the mini-split heat pump—not just as an HVAC system, but as a piece of ...
Heat pumps are having a moment. Last year, the U.S. passed China to become the world's number one market for heat pumps—and they're not slowing down. But while heat pumps are efficient and effective on paper, they haven't always been objects of desire. Until now.
This week, Molly talks to Paul Lambert, CEO and co-founder of Quilt, about building a heat pump company that's equal parts climate solution and consumer product. Paul explains how his team is reimagining the mini-split heat pump—not just as an HVAC system, but as a piece of technology you're proud to have on your wall.
We dive into:
- How heat pumps work: Why an AC is basically "a half-broken heat pump" that only runs in one direction
- The two types of heat pumps: Ducted systems vs. ductless mini-splits, and why room-by-room control is a game-changer
- Design as climate strategy: How Quilt spent half their initial capital on a domain name and invested heavily in industrial design to create pull, not just policy push
- The installer advantage: Why partnering with contractors (instead of doing it all in-house) unlocked national scale
- Smart grid integration: How Quilt's internet-connected system enables demand response without sacrificing comfort—curtailing load in empty rooms while keeping occupied spaces perfect
- The data center opportunity: How replacing electric resistance heating with heat pumps near data centers can free up 75% of the energy load—without building new generation capacity
- Why incentives help but aren't required: 60% of America is primarily cooling-driven, and heat pumps are just better air conditioners
- Pricing reality: Quilt is competitive with high-end Japanese mini-splits, not luxury-priced like early Nest thermostats or Teslas
- The personal mission: How Paul's Alberta roots in the fossil fuel industry and his commitment to his kids' future drove him to climate tech
Key insight: Space heating and cooling represent half of all home energy use and 70% of fossil fuel consumption in homes—making HVAC the single biggest lever for decarbonizing buildings.
Links:
- Quilt: https://quilt.com
- Find a Quilt installer: https://quilt.com (click "Find an Installer")
- All episodes: https://www.everybodyinthepool.com/
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