Did you know that your home emits about as much carbon as the car in your driveway, sometimes even more? In colder climates, it can be the equivalent of two or three cars. And yet, we’ve had the technology to fix this for decades. In this episode of Decarbonizers, host Idrees Madni sits down with Stephen Lake, co-founder of Jetson, to explore the massive opportunity hiding in plain sight: home electrification. Stephen shares his unexpected journey from building augmented reality glasses for Google to launching a vertically integrated heat pump company that's making all-electric heating and cooling affordable, transparent, and actually enjoyable for homeowners. They dive into why heat pumps have been misunderstood for years, how modern cold-climate units perform even at -22°F, and why most HVAC contractors still oversize systems – costing you money and comfort. Stephen explains Jetson's direct-to-consumer model, their instant online quoting system, and how connected heat pumps with AI-driven monitoring are turning homes into smart, efficient, and healthy environments. The conversation also covers the real economics of heat pumps, the recent federal policy changes that hurt electrification, and why the home of 2035 will be fully electric, with solar, batteries, and smart devices all talking to each other. From the comfort benefits of variable-speed systems to the joy of real-time air quality monitoring, this episode makes the case that going electric isn't just better for the planet – it's better for your wallet, your health, and your peace of mind. If you've ever wondered whether a heat pump works in cold weather, whether it saves money, or why your contractor keeps pushing a gas furnace, this episode is for you. In This Episode: [00:00] Dynamic intro [00:38] Welcome to Decarbonizers [01:41] Steve's background and how Jetson started [02:40] Why homes emit as much carbon as cars [03:37] The 21% residential energy stat [04:54] Cost comparison: heat pumps vs. gas [07:13] How a heat pump actually works [09:13] Inside the pump: variable speed and comfort [12:13] Instant online quotes vs. traditional site visits [12:55] Why in-home visits are really sales visits [16:52] What happens to the old gas furnace and line [17:43] How system sizing really works [19:44] The oversizing problem and Jetson's guarantee [21:25] Markets where heat pumps make sense (and don't) [24:10] Rising demand and lingering misinformation [26:58] Do solar/EV owners adopt heat pumps faster? [29:38] Federal, state, and utility incentives [30:30] Best state incentives right now [31:44] The smart thermostat, app, and AI layer [36:26] Tech company vs. clean tech company vs. past ventures [39:23] Most common customer objection [40:53] Customer reactions and NPS scores [41:46] Jetson's near-term goals [42:24] Vision for the home of 2035 [45:17] Rapid-fire takes [46:45] A policy change Steve would reverse [48:05] Wrap-up and thanks Our Guest Stephen Lake is the co-founder of Jetson, a vertically integrated heat pump company making all-electric home heating and cooling affordable, transparent, and smart. Prior to Jetson, Stephen spent 10 years building a leading augmented reality company that was acquired by Google. His background in consumer hardware and software now drives Jetson's mission to decarbonize homes at scale with a customer-first experience. Resources and Links Decarbonizers Podcast https://podcasts.apple.com/us/podcast/decarbonizers-innovators-building-a-cleaner-future/id1876026317 Stephen Lake Linkedin Jetson Idrees Madni LinkedIn