00:00 – Intro & Sponsors: Lehmann's Terms, Climate Finance Solutions, and EarthSearch.
03:19 – The Origin of Reservoir: Why target the water heater?
06:33 – The Data: Why heating water uses more energy than driving an EV.
16:06 – The Innovator's Dilemma: Why legacy appliance companies struggle to innovate beyond incremental updates.
20:20 – Pricing Strategy: How vertical integration allows Reservoir to stay cost-competitive while offering a premium product.
25:16 – Smart Features: Predictive recirculation (no-wait showers), freeze protection, and leak mitigation.
36:08 – "Party Mode": How an inline booster heater gives a 50-gallon tank the capacity of a 150-gallon tank.
40:58 – The Faucet Remote Control: Using an ultrasonic flow meter to operate your water heater by simply tapping your sink faucet.
44:24 – Building a Hardware Team: The Formlabs Mafia and why every startup employee needs the "take out the trash" mentality.
49:56 – Thermal Batteries & VPPs: How connecting 50,000 smart water heaters equals the capacity of a data center.
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