The Future of VPP Services

The way this market has worked out is that people get paid to go out and aggregate VPP services. And then they have a business plan by which they get compensated for providing those services. But I think that what we're moving to is something where the financing company actually is financing electric vehicles, refrigerators, water heaters, HVAC,. They're financing some of our thermostats or financing solar plus battery storage. So now you've got something on the order of 800 megawatts a month that you could potentially get the option value on.