SITUATION DETECTED: Warhound launched from stealth today with a $200M seed at a $1.2B valuation. Ben Lamm and Palmer Luckey are cloning gene-edited bio-enhanced dogs and equipping them with custom Anduril vests, goggles, and sensors for the military and law enforcement.
@kevinweil@lightspeedvp Congrats Kevin! You were patient but being a founder was inevitable. Can’t wait to see what you do, I think it was worth the wait
Quilt is hiring a Product Manager to work directly with Bill Kee and myself on building the future of home energy and comfort.
Quilt is a product company at our core and our track record proves it – we've won more than 10 major product or design awards over the past 2 years and have the highest CSAT & NPS of anything I've ever worked on. And we're only going to get better.
PMs at Quilt are generalists. We organize work by project and outcome, not org or surface area. And our breadth of product scope is vast – from integrated hardware-software products like our flagship heat pump SKUs, to AI products and data infrastructure, to consumer-facing software, to our partner-facing enterprise platform. PMs have the opportunity to work across all of these areas.
We don't expect folks to come in with all that experience (that's unrealistic – neither Bill or I would have checked all those boxes on day 1!) – so we focus on the fundamentals: Customer-obsession, design thinking, great communication skills, and a high standard for quality, paired with the ability to drive the tradeoffs required to ship with speed.
We are mission-driven company and believe that through great products and technology we can create both better homes for humanity and a better single home that we all share – this planet.
Full-time, minimum 3 days/week in-office in Redwood City, CA.
https://t.co/RTiHrLapdH
@DamirWallener You’re in Vancouver? We have great coverage there so you can get competitive quotes, here: https://t.co/AxMYCK057W
I’m an ex Vancourite and a UBC grad btw :)
We are launching Quilt Tools, a permanent home for partner-facing tooling featuring the most advanced remote diagnostics platform ever made for residential HVAC. I talk internally about Quilt’s 3 Superpowers and this launch today ties all 3 together beautifully:
*Superpower 1, Physical AI*. Every Quilt system has 10x as many sensors and 500x more computing power than the closest competitor. That data, that only Quilt has, and the ability to do sophisticated computation on it like system performance prediction and thermal modelling, is what makes this possible. It’s how we predict precisely when a system is going to break or tell an installer that they accidentally crossed wires or that they oversized an install. And the data is bidirectional – not only can our partners remotely understand the system, they often can remotely *fix* it as well. You’ve seen this capability in our OTAs that increase system capacity. This launch greatly expands those capabilities. The result is faster installations, fewer callbacks, and more comfortable homes – which saves money for both homeowners and partners.
*Superpower 2, Product*. Quilt is at its core a product company. We care a *lot* about great user-centric design, thoughtful execution, and quality. Quilt is staffed by people who have built some of the most used and loved software platforms in the world. We have taken all that experience to create a top tier enterprise software platform in a space that had never received this level of TLC. Wait, did I just say we are launching an enterprise SaaS platform in 2026?? Yes – because what makes it powerful and unique is our fleet of connected systems and the data it produces, which no amount of token spend can ever reproduce. Coding Agents have greatly *deepened* our ability to produce a great product with unique and defensible value here, not reduced it.
*Superpower 3, Partner Network*. Our channel partners and distribution network are our third superpower. Through them we have thousands of people in the field selling and installing Quilt every day. These are many of the best home services companies in North America. They are the face of Quilt and we hold just as high of a bar for partner performance and success as we do for our homeowner experience and products. And that’s 100% the focus of this launch – give our *partners* superpowers. We only succeed when they succeed and we want to give them every possible advantage to delight customers, grow their business, and accelerate heat pump adoption.
Big thanks to all our design partners who provided early feedback and are already using Quilt Tools in their daily work – this is for you. Hear from one of them, ARS Blueflame in Seattle, in my first reply below.
We've been Quilt investors @lowercarbon since leading their seed, but until becoming a customer this summer it hadn't sunk in how much easier their hardware makes life for HVAC installers. Shipping software for those same partners will entrench Quilt even deeper in the network.
Not to keep it running, our failure rates are well below that of the industry. Most of it is used for energy models that save you money. 20% of all HVAC installs have a call-back after install (tech has to come back to fix something). Our target is to get that < 1%. That’s what the diagnostics are about.
@pitdesi For July & August, 100%. For the other 10 months of the year though… mostly dark wet grey cold.
Love Vancouver but could never live there again. 12 years of Vancouver rain is enough for any lifetime.
A little dollop of heat pump intel for a Friday.
We'll probably get to hear more about "mini split" systems.. like this new one that has just launched in the US
https://t.co/hb7ljtAjVa
https://t.co/UAHdHGU44G
@ronnytodgers@EvanHD BTW this was totally unintuitive to me when I started on this! At the beginning it just feels like fewer/bigger outdoor units should be better. But they really aren’t. My cofounder Bill installed a 7:1 Mitsubishi ductless in his home before we started Quilt and he regrets it.
This was an intentional design choice. The system gets more efficient, quiet, and reliable as you get closer to a 1:1 ratio. The main problem is that when you have a large outdoor unit the compressor in it needs to really large to, so it can heat an entire home on the coldest day. But on an average day, when you’re only using 1 or 2 rooms, it’s way way too large and both burns excess energy and cause annoying “temperature swings”. They are also more complex to install and less reliable. Finally multiple outdoor units is better for resilience because if something breaks you’re not entirely without heat, just a room or two. We experimented and found that 2:1 was the sweet spot for a highly efficient, reliable system that is also scalable (can work in any size home by having multiple outdoor units).