My colleague Dani sent me this chart last week:

I believe this is more or less a proxy for smart wifi-enabled thermostats in the US.

Those would be Nest, Honeywell Lyric, Hive thermostats and a lot of others too.

Those are pretty big jumps from 6.5% to 8.9% to 11.4% given that people don’t generally swap out thermostats unless they are doing a renovation or building a new home. Maybe there is more thermostat swapping going on outside of those “construction” moments than I would expect.

In a few years, more than 20% of homes will have heating and cooling systems that can be “managed” by software, either on-premises or, more likely, in the cloud.

That is pretty exciting.

I wonder what level of adoption is “critical mass” or “escape velocity” ?

Certainly 50% would be, maybe 25% will be.

I really like the area of networks, platforms, and protocols that will allow us…

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