The Next Billion-Dollar Energy Opportunity | Ep. 92 [Andrew Stock]
Industry Ignited Podcast · 2026-06-16 · 44 min
Substance score
50 / 100
Five dimensions, 20 points each
What our scoring noted
Our reviewer’s read on each dimension, with quotes from the episode.
Insight Density
The episode contains pockets of genuine market-structure insight - distributor markup mechanics, the line-of-credit bottleneck, ITC expiration dynamics, and battery price trajectories - but these are diluted by extended career biography, generic work-ethic platitudes, and unfocused AI commentary that adds no actionable value for operators.
CED is offering uh a $500,000 line of credit to his installers. I can offer a million dollar line of credit, and I don't put mine doesn't put a lien on that end property.
Battery that used to be $30,000 uh 10 years ago, you can now at wholesale, anyways, get that same battery. I had a call today for a lithium-iron battery where my cost was twelve hundred dollars.
Originality
The claim that ITC expiration will actually deflate artificial price inflation - and that solar is 'still a toddler, still the Wild West' - are genuinely counterintuitive framings for a mainstream-perceived mature industry, but the rest of the episode recycles standard relationship-selling and work-ethic doctrine.
The industry, you said the industry had matured so much. The industry isn't. I think the industry is a toddler.
That whole tax incentive and all that, you know, non-domestic blah, blah, blah, that's all gonna go away. A year from now, no one's gonna give a crap.
Guest Caliber
Andrew Stock is a credible hands-on practitioner - solar consultant, startup founder, former VP at a large company - with direct, relevant operating experience in the niche he is discussing, but he runs a small early-stage distributor and is not a recognizable industry figure whose track record commands special authority.
I've been a consultant for I think four different solar companies I've helped build over the years.
I was a vice president of um a global 100 company. So cushy job, base salaries, all that jazz.
Specificity & Evidence
The episode delivers a meaningful density of concrete figures - distributor credit lines, utility rate spreads, battery wholesale pricing history, ITC deadline, permit cost breakdowns, and California market fragmentation stats - making it one of the stronger dimensions, though some key claims (e.g., the unnamed Georgia manufacturer) are deliberately vague.
You've got over 100,000 solar companies, so well over that actually. There's really 20,000 in California.
If you're pushing electricity to the grid, depending on time of day and blah, blah, blah, month of the year, you're gonna get on average maybe two and a half to three cents a kilowatt hour for the power you give them, but then you're buying it back later that night at 40 cents more.
Conversational Craft
The host consistently validates rather than probes, asking leading multi-part questions that grant the guest permission to pivot away from specifics, and never challenges a single claim - including self-serving assertions about Green Raven's superiority - resulting in a promotional tone rather than an investigative one.
Were you always like that? I mean, can you see that like even when growing up or yeah, in your Yes, I don't know.
And are those incentives are they federal or are they state-based?
Conversation analysis
Computed from the transcript - who did the talking, and the verbal tics along the way.
Filler words
Episode notes
What does it take to build successful companies across multiple industries and then apply those lessons to one of the biggest challenges in commercial energy? In this episode, Andrew Stock joins Dr. Leeanne Aguilar to discuss the future of solar, energy storage, geothermal power, and the critical role of financing in helping projects get built. Andrew explains why many solar companies struggle, how outdated distribution models inflate costs, and why the next wave of innovation will come from improving efficiency across the entire supply chain. The conversation also explores entrepreneurship, leadership, AI, operational systems, and the mindset required to identify opportunities before the market catches on. Whether you're a business owner, investor, energy professional, or simply curious about the future of renewable energy, you'll gain valuable insights into the trends reshaping the industry and the strategies that separate long-term winners from everyone else.
Full transcript
44 minTranscribed and scored by The B2B Podcast Index.
1 00:00:06,559 - > 00:00:08,800 Dr. Leeanne Aguilar: What happens when a builder of sales 2 00:00:08,800 - > 00:00:12,000 engines, systems, and high growth companies turns his 3 00:00:12,000 - > 00:00:14,800 attention to one of the biggest bottlenecks in commercial 4 00:00:14,800 - > 00:00:18,000 energy: getting the right equipment to the right project 5 00:00:18,160 - > 00:00:20,800 at the right time, without all the waste in between. 6 00:00:20,960 - > 00:00:22,320 Welcome to Industry Ignited. 7 00:00:22,399 - > 00:00:23,120 I'm your host, Dr. 8 00:00:23,199 - > 00:00:24,480 Leanne Aguilar. 9 00:00:24,559 - > 00:00:27,760 And today I'm joined by Andrew Stock, co-founder and CEO of 10 00:00:27,760 - > 00:00:31,199 Green Raven, a direct from manufacturer supplier of power 11 00:00:31,199 - > 00:00:33,200 generation equipment and financing. 12 00:00:33,439 - > 00:00:34,719 Andrew, welcome to the show. 13 00:00:35,119 - > 00:00:35,920 SPEAKER_00: Awesome, great. 14 00:00:36,079 - > 00:00:36,719 Glad to be here. 15 00:00:36,960 - > 00:00:38,240 Dr. Leeanne Aguilar: Yeah, thanks for joining me. 16 00:00:38,560 - > 00:00:42,479 So, Andrew, your career spans sales leadership, operations, 17 00:00:42,719 - > 00:00:45,759 product management, SaaS consulting, and now commercial 18 00:00:45,759 - > 00:00:46,880 energy distribution. 19 00:00:47,119 - > 00:00:50,079 Looking back, what threads have connected all those chapters? 20 00:00:50,399 - > 00:00:53,119 SPEAKER_00: Well, I mean, I think the most common thread 21 00:00:53,200 - > 00:00:57,840 probably is I have an um kind of an addiction to efficiency. 22 00:00:58,000 - > 00:01:01,520 That's the best way I can word that is looking for whatever 23 00:01:01,520 - > 00:01:03,359 inefficiencies are involved in something. 24 00:01:03,439 - > 00:01:05,359 Now it could be, like you said, sales leadership. 25 00:01:05,519 - > 00:01:06,799 Okay, well, what's missing, right? 26 00:01:06,959 - > 00:01:08,879 Because you're okay, well, am I hiring the right people, 27 00:01:09,040 - > 00:01:11,280 providing the right tools, giving the right training? 28 00:01:11,439 - > 00:01:13,200 There's going to be a limited number of things that might be 29 00:01:13,200 - > 00:01:13,439 wrong. 30 00:01:13,599 - > 00:01:14,239 Okay, so fine. 31 00:01:14,319 - > 00:01:17,200 So find where the inefficiency is, hire better, train better, 32 00:01:17,280 - > 00:01:19,599 lead better, remove their obstacles, give them the right 33 00:01:19,599 - > 00:01:19,920 tools. 34 00:01:20,000 - > 00:01:20,959 Okay, find that. 35 00:01:21,040 - > 00:01:24,959 Or maybe it's operations, your workflow, things like that, or 36 00:01:24,959 - > 00:01:25,920 basically anything. 37 00:01:26,000 - > 00:01:28,560 Uh that's like kind of the always been the common thread is 38 00:01:28,640 - > 00:01:31,200 what is the inefficient thing that's happening, whether it's 39 00:01:31,200 - > 00:01:34,799 the before I got there or even while I'm there, and then fixing 40 00:01:34,799 - > 00:01:35,120 that thing. 41 00:01:35,200 - > 00:01:37,680 That would be the most common thread that I I habitually try 42 00:01:37,680 - > 00:01:38,000 to solve. 43 00:01:38,319 - > 00:01:38,799 Dr. Leeanne Aguilar: Oh, I love that. 44 00:01:38,879 - > 00:01:40,799 So an addiction to efficiency. 45 00:01:41,200 - > 00:01:41,359 SPEAKER_00: Yeah. 46 00:01:41,599 - > 00:01:41,840 Yeah. 47 00:01:42,079 - > 00:01:43,439 Dr. Leeanne Aguilar: And were you always like that? 48 00:01:43,519 - > 00:01:46,719 I mean, can you see that like even when growing up or yeah, in 49 00:01:46,719 - > 00:01:49,760 your Yes, I don't know. 50 00:01:49,920 - > 00:01:50,959 SPEAKER_00: Call it a mental deficiency. 51 00:01:51,040 - > 00:01:51,439 Yeah, I don't know. 52 00:01:51,519 - > 00:01:52,319 It's always been that way. 53 00:01:52,400 - > 00:01:52,640 Yeah. 54 00:01:52,799 - > 00:01:54,319 That's uh I don't care. 55 00:01:54,400 - > 00:01:57,200 I'm trying to think of a spot in my life when I wasn't like that. 56 00:01:57,359 - > 00:01:59,280 Now that's just part of how my brain works, I guess. 57 00:01:59,680 - > 00:02:01,359 Dr. Leeanne Aguilar: Well, I don't think that's a bad thing. 58 00:02:01,439 - > 00:02:02,799 So that's awesome. 59 00:02:03,200 - > 00:02:06,239 Now you built your early career in staffing and recruiting 60 00:02:06,239 - > 00:02:07,920 before making the jump into solar. 61 00:02:08,080 - > 00:02:11,039 What did you see in the market that told you solar was the next 62 00:02:11,039 - > 00:02:12,800 wave worth betting on? 63 00:02:13,680 - > 00:02:16,960 SPEAKER_00: Well, if you look at obviously some of this just 64 00:02:16,960 - > 00:02:19,520 comes from age, you know, experience. 65 00:02:19,759 - > 00:02:21,680 There's always these cyclical patterns. 66 00:02:21,759 - > 00:02:23,680 There's always the next big thing, right? 67 00:02:23,840 - > 00:02:27,599 So for me, I got into the staffing industry during the 68 00:02:27,599 - > 00:02:31,759 dot-com era, the late 90s, uh, rode that wave. 69 00:02:31,919 - > 00:02:34,960 That kind of died down once job words were invented. 70 00:02:35,120 - > 00:02:39,199 Having a headhunter, which is what I was, wasn't as necessary. 71 00:02:39,520 - > 00:02:41,919 So a lot of people moved over to the real estate market. 72 00:02:42,080 - > 00:02:45,199 I didn't, I stayed in staffing, but most of my friends moved 73 00:02:45,199 - > 00:02:46,240 over to the next big wave. 74 00:02:46,400 - > 00:02:49,680 Then, of course, 2008 recession hits, that dies down. 75 00:02:49,759 - > 00:02:52,960 And I remember just watching and thinking, okay, well, hang on, 76 00:02:53,039 - > 00:02:55,199 there's all these cyclical waves. 77 00:02:55,360 - > 00:02:57,840 Uh, what's the next big wave? 78 00:02:58,080 - > 00:03:01,199 So a lot of researching, thinking about it, reading 79 00:03:01,199 - > 00:03:04,479 stuff, just I don't know, being a nerd seemed this is back in 80 00:03:04,560 - > 00:03:08,400 gosh, I don't remember the year now, 2014-ish. 81 00:03:08,800 - > 00:03:12,560 Uh, when I was reading a lot of articles at the time about um 82 00:03:12,800 - > 00:03:16,240 just energy pricings and what's happening on a global scale. 83 00:03:16,400 - > 00:03:19,759 That was just seemed obvious that wait a second, Florida is 84 00:03:19,759 - > 00:03:21,199 the next big wave. 85 00:03:21,439 - > 00:03:22,960 And so I took a gamble. 86 00:03:23,199 - > 00:03:26,479 I was a vice president of um a global 100 company. 87 00:03:26,639 - > 00:03:29,280 So cushy job, base salaries, all that jazz. 88 00:03:29,439 - > 00:03:33,360 It's a gamble, but at the same time, it was too cushy for me. 89 00:03:33,520 - > 00:03:34,319 I don't work like that. 90 00:03:34,400 - > 00:03:36,479 I'm more of a kind of a risk taker kind of guy. 91 00:03:36,560 - > 00:03:39,120 So yeah, for me, I just looked at the market conditions, and 92 00:03:39,120 - > 00:03:39,919 you always should. 93 00:03:40,080 - > 00:03:42,080 You should always look for where's an inefficiency or 94 00:03:42,080 - > 00:03:45,680 something that seems unfair or a lack of something and solve the 95 00:03:45,680 - > 00:03:45,919 problem. 96 00:03:46,080 - > 00:03:49,520 It kind of ties that, you know, addiction to efficiency thing. 97 00:03:49,680 - > 00:03:50,000 Dr. Leeanne Aguilar: Yeah. 98 00:03:50,240 - > 00:03:52,400 SPEAKER_00: And so yeah, that's just seemed obvious to me. 99 00:03:52,719 - > 00:03:54,319 Dr. Leeanne Aguilar: So it sounds like you're you were very 100 00:03:54,319 - > 00:03:58,240 proactive though and intentional about looking for the next big 101 00:03:58,240 - > 00:03:58,479 thing. 102 00:03:58,960 - > 00:03:59,439 SPEAKER_00: Always. 103 00:03:59,599 - > 00:03:59,919 Yeah. 104 00:04:00,400 - > 00:04:00,960 Dr. Leeanne Aguilar: Yeah. 105 00:04:01,919 - > 00:04:05,039 Now you said you like building and or fixing things and 106 00:04:05,039 - > 00:04:06,000 watching them blossom. 107 00:04:06,240 - > 00:04:10,000 When did you realize that was really your core identity as a 108 00:04:10,000 - > 00:04:10,479 leader? 109 00:04:12,479 - > 00:04:13,439 SPEAKER_00: You know, it's funny. 110 00:04:13,520 - > 00:04:15,759 I don't think I did for decades. 111 00:04:16,000 - > 00:04:17,839 I used to teach eighth grade American history. 112 00:04:18,000 - > 00:04:19,519 So I love teaching people I always have. 113 00:04:19,600 - > 00:04:22,160 I've always just loved teaching in general, right? 114 00:04:22,480 - > 00:04:26,399 And then it just slowly have it crept up on me over the span of 115 00:04:26,399 - > 00:04:30,160 decades to realize that if you combine the skill sets I happen 116 00:04:30,160 - > 00:04:33,920 to possess that, hey, be a good coach, be a good leader, lead 117 00:04:33,920 - > 00:04:36,000 from the front, look around the room, who's got the greatest 118 00:04:36,000 - > 00:04:38,160 work ethic in the room, whoever it is, work harder. 119 00:04:38,319 - > 00:04:40,240 Am I gonna be there the first and then the last? 120 00:04:40,399 - > 00:04:40,639 Yes. 121 00:04:40,800 - > 00:04:41,680 Am I gonna outwork you? 122 00:04:41,839 - > 00:04:44,319 I'm gonna outthink you, I'm gonna be in that competitive 123 00:04:44,319 - > 00:04:44,879 drive. 124 00:04:45,040 - > 00:04:46,959 You start piecing all these things together. 125 00:04:47,120 - > 00:04:50,959 And before you know it, I looked back, honestly, it wasn't until 126 00:04:50,959 - > 00:04:55,199 I was probably 50 years old till I realized, holy crap, I've been 127 00:04:55,199 - > 00:04:56,560 like the leader everywhere I go. 128 00:04:56,720 - > 00:04:59,759 It wasn't intentional, it just happened, I guess. 129 00:05:00,160 - > 00:05:00,399 Dr. Leeanne Aguilar: Yeah. 130 00:05:01,040 - > 00:05:01,759 Yeah, interesting. 131 00:05:01,920 - > 00:05:04,720 So that that work ethic that you described, you know, being the 132 00:05:04,720 - > 00:05:08,079 first in, the last out, is that something you you still see 133 00:05:08,079 - > 00:05:08,560 today? 134 00:05:08,800 - > 00:05:09,439 SPEAKER_00: Yes. 135 00:05:09,839 - > 00:05:10,639 But hands down. 136 00:05:10,959 - > 00:05:12,480 It's it's what I hire for. 137 00:05:12,560 - > 00:05:15,839 Like I don't if let's say I was trying to hire someone for I'm 138 00:05:15,839 - > 00:05:18,639 trying to think of a task, just say it was a salesperson, okay? 139 00:05:18,800 - > 00:05:20,399 Maybe I'm selling wrenches. 140 00:05:20,560 - > 00:05:22,639 Do I care if you have experience selling wrenches? 141 00:05:22,800 - > 00:05:23,199 Not really. 142 00:05:23,360 - > 00:05:26,160 What I care about is your per you have personality, brain, and 143 00:05:26,160 - > 00:05:27,439 one heck of a work ethic. 144 00:05:27,600 - > 00:05:27,839 Dr. Leeanne Aguilar: Yeah. 145 00:05:28,079 - > 00:05:29,600 SPEAKER_00: And you have ethics, right? 146 00:05:29,680 - > 00:05:30,079 That's it. 147 00:05:30,160 - > 00:05:31,759 I don't really care about anything else because those are 148 00:05:31,759 - > 00:05:34,240 things I can't teach or I can't build from. 149 00:05:34,399 - > 00:05:37,199 So yeah, I'd say pretty much I've always lived by the that 150 00:05:37,199 - > 00:05:39,839 ethos of always be ethical, always do the right thing. 151 00:05:40,000 - > 00:05:42,319 Anyone who knows me will tell you that's how I insist. 152 00:05:42,480 - > 00:05:45,199 But yeah, be the first guy in, be the last guy out, work out, 153 00:05:45,279 - > 00:05:48,160 uh, work harder, work smarter, and whoever's the best person in 154 00:05:48,160 - > 00:05:49,920 the room, be a little bit better than that person. 155 00:05:50,079 - > 00:05:51,120 And you do fine. 156 00:05:51,439 - > 00:05:51,759 Yeah. 157 00:05:52,160 - > 00:05:54,560 Dr. Leeanne Aguilar: Now, do you think your experience staffing 158 00:05:54,560 - > 00:05:57,519 with the staffing you know companies helped you make better 159 00:05:57,519 - > 00:06:00,240 choices when it comes to hiring with your firms? 160 00:06:00,560 - > 00:06:02,000 SPEAKER_00: I mean, at first, I yes. 161 00:06:02,160 - > 00:06:09,120 I mean, I think I took I did my first job as an official manager 162 00:06:09,120 - > 00:06:14,879 over of sales teams back in 2000, maybe 2001, can't remember 163 00:06:14,879 - > 00:06:15,360 the year now. 164 00:06:15,519 - > 00:06:18,480 I'd already been in staffing for several years at that point, but 165 00:06:18,480 - > 00:06:22,000 it wasn't until you actually become an actual manager of 166 00:06:22,000 - > 00:06:24,800 people that you start realizing uh the importance. 167 00:06:24,959 - > 00:06:26,800 Oh my God, it's so underrated. 168 00:06:27,120 - > 00:06:30,160 Who you hire means more than almost anything. 169 00:06:30,399 - > 00:06:30,639 Right. 170 00:06:31,199 - > 00:06:33,040 I don't even know if it was because I was in the staffing 171 00:06:33,040 - > 00:06:33,360 industry. 172 00:06:33,439 - > 00:06:36,879 I think it was just experience of making bad decisions. 173 00:06:38,560 - > 00:06:39,120 Dr. Leeanne Aguilar: Right. 174 00:06:39,279 - > 00:06:39,759 I know. 175 00:06:39,839 - > 00:06:42,319 I I think that that's just sometimes the best way to learn 176 00:06:42,399 - > 00:06:44,160 is just by making a mistake, right? 177 00:06:44,480 - > 00:06:45,600 SPEAKER_00: Hiring the wrong people a few times. 178 00:06:46,000 - > 00:06:47,120 Dr. Leeanne Aguilar: Hiring the wrong people. 179 00:06:47,680 - > 00:06:49,279 Yeah, absolutely. 180 00:06:49,519 - > 00:06:53,040 Now, from scaling small firms to turning around major divisions 181 00:06:53,040 - > 00:06:56,800 inside large organizations, what lessons from those earlier 182 00:06:56,800 - > 00:07:00,639 transformation roles shaped how you lead Green Raven today? 183 00:07:01,439 - > 00:07:05,040 SPEAKER_00: You know, I think a lot of it is um it is so 184 00:07:05,040 - > 00:07:06,879 overlooked, operational stuff. 185 00:07:06,959 - > 00:07:09,600 Like everyone thinks that operations is boring because it 186 00:07:09,600 - > 00:07:11,839 sounds boring, but it's so critical. 187 00:07:12,000 - > 00:07:14,000 I'm very methodical, very organized. 188 00:07:14,079 - > 00:07:17,439 If you go look at my company's Google Drive and how the folders 189 00:07:17,439 - > 00:07:21,279 are organized, or how schedules are managed, or workflow of 190 00:07:21,279 - > 00:07:25,120 whose or job responsibilities, maybe, and uh where let's say 191 00:07:25,120 - > 00:07:26,000 you're running a team. 192 00:07:26,160 - > 00:07:30,079 Obviously, I have where I had larger teams and dozens of 193 00:07:30,079 - > 00:07:30,639 offices. 194 00:07:30,879 - > 00:07:34,000 Well, how does the workflow happen from starting at the very 195 00:07:34,000 - > 00:07:36,399 beginning, from marketing all the way through to first contact 196 00:07:36,560 - > 00:07:40,000 to first sale to fulfillment to customer support to delivery? 197 00:07:40,160 - > 00:07:43,199 And you start thinking, okay, what's that smooth handoff look 198 00:07:43,199 - > 00:07:43,279 like? 199 00:07:43,360 - > 00:07:47,360 From the it's like that concept, I used to think was so boring, 200 00:07:47,439 - > 00:07:49,040 like when I was younger, of course. 201 00:07:49,279 - > 00:07:50,720 Now it's my lifeblood. 202 00:07:50,959 - > 00:07:53,439 It's the I'm again I'm addicted to efficiency. 203 00:07:53,600 - > 00:07:56,240 Part of that is also being addicted to what is a customer 204 00:07:56,240 - > 00:07:58,079 experience like and how do I make mine better? 205 00:07:58,160 - > 00:08:01,199 And how what does that operational workflow look like? 206 00:08:01,360 - > 00:08:05,120 Both internally, so we as an organization operate better, and 207 00:08:05,120 - > 00:08:07,839 from the customer standpoint, what their experience is like. 208 00:08:08,000 - > 00:08:10,720 That's all how well did you build your operational 209 00:08:10,720 - > 00:08:11,600 infrastructure? 210 00:08:11,759 - > 00:08:13,759 I don't think I understood that when I was younger. 211 00:08:13,920 - > 00:08:16,720 So that comes a lot, a combination really, from 212 00:08:16,720 - > 00:08:20,160 working, obviously building many startups to working at a very 213 00:08:20,160 - > 00:08:21,600 large global public company. 214 00:08:21,759 - > 00:08:24,000 I've worked for a few, but I think it's just a blend of 215 00:08:24,000 - > 00:08:26,800 experience over time kind of really led me to realize that 216 00:08:26,800 - > 00:08:28,000 it's all about that, man. 217 00:08:28,160 - > 00:08:30,560 Your operational infrastructure and having someone with the 218 00:08:30,560 - > 00:08:34,480 brains and to organize it properly and analyze it and be 219 00:08:34,480 - > 00:08:36,240 smart and gather analytics. 220 00:08:36,320 - > 00:08:37,519 It's there's a lot, man. 221 00:08:37,600 - > 00:08:39,039 It's just a lot of it's just experience. 222 00:08:39,120 - > 00:08:41,600 You know, screw stuff up enough and eventually you'll get it 223 00:08:41,600 - > 00:08:41,759 right. 224 00:08:43,840 - > 00:08:46,080 Dr. Leeanne Aguilar: So do you use a uh process management 225 00:08:46,080 - > 00:08:46,320 tool? 226 00:08:46,639 - > 00:08:50,000 SPEAKER_00: I've written a lot of CRMs, at least some I've 227 00:08:50,000 - > 00:08:53,679 written from scratch, some just like all out of the box stuff. 228 00:08:53,840 - > 00:08:56,639 I'm pretty big on data analytics, just gathering data, 229 00:08:56,879 - > 00:08:57,120 right? 230 00:08:57,440 - > 00:08:58,639 Then what do you do with it? 231 00:08:58,720 - > 00:09:00,399 Or do you take action items from it? 232 00:09:00,639 - > 00:09:04,320 So yeah, I'm pretty data centric, I guess you could say, 233 00:09:04,480 - > 00:09:04,720 right? 234 00:09:04,879 - > 00:09:07,919 So usually that comes from whatever CRM I'm using at the 235 00:09:07,919 - > 00:09:10,639 moment, but that helps you identify your inefficiencies, 236 00:09:10,799 - > 00:09:11,039 right? 237 00:09:11,279 - > 00:09:15,679 Whether it was your the lag time from this call to that baton 238 00:09:15,759 - > 00:09:18,879 being passed to the next person in the chain, for example, or 239 00:09:18,879 - > 00:09:22,080 maybe it's job cost analysis, which no one pays attention to, 240 00:09:22,159 - > 00:09:22,720 which they should. 241 00:09:22,879 - > 00:09:25,120 That helps you identify those data points help you identify 242 00:09:25,279 - > 00:09:27,039 the inefficiencies in running any business. 243 00:09:27,120 - > 00:09:28,480 So yeah, pretty big on that. 244 00:09:28,799 - > 00:09:31,279 Dr. Leeanne Aguilar: How has AI impacted your process flow? 245 00:09:32,000 - > 00:09:33,039 Inefficiency, I know. 246 00:09:34,559 - > 00:09:38,080 SPEAKER_00: Uh from a personal perspective, I've always worked 247 00:09:38,080 - > 00:09:39,840 very, I worked very hard and very fast. 248 00:09:40,000 - > 00:09:42,720 So I've always, I mean, let's toot my own horn, but always 249 00:09:42,720 - > 00:09:46,159 felt like I'm about twice as productive as anybody else. 250 00:09:46,399 - > 00:09:50,240 But once you kicked AI into it, oh my God, I can do personally 251 00:09:50,240 - > 00:09:51,840 the work, I can do five times much more. 252 00:09:52,000 - > 00:09:54,799 I can do so much more because I do use a lot of now. 253 00:09:54,879 - > 00:09:56,399 That's on a personal perspective, right? 254 00:09:56,559 - > 00:09:59,200 That could be something down like looking for ideas on how to 255 00:09:59,440 - > 00:10:02,480 on marketing campaigns or how to use this particular software 256 00:10:02,480 - > 00:10:03,840 tool or whatever it might be. 257 00:10:04,080 - > 00:10:05,039 That's on a personal level. 258 00:10:05,279 - > 00:10:08,639 So it's put my personal productivity over the top. 259 00:10:08,799 - > 00:10:09,519 That's ridiculous. 260 00:10:09,600 - > 00:10:12,399 But I get done and it can't, I can manage so much more. 261 00:10:12,559 - > 00:10:16,240 On a broader perspective, what I'm looking at for AI is I 262 00:10:16,240 - > 00:10:17,120 haven't gotten there yet. 263 00:10:17,200 - > 00:10:21,519 I'm still working on it, but it is more from like a marketing uh 264 00:10:21,519 - > 00:10:24,559 management standpoint, customer engagement standpoint. 265 00:10:24,639 - > 00:10:27,759 I think the the future of say AI assistance is pretty big. 266 00:10:27,840 - > 00:10:29,440 And I can't wait till I get to that point. 267 00:10:29,600 - > 00:10:30,960 I've got I've got a lot of work to do. 268 00:10:31,120 - > 00:10:33,440 I see where it can go, and I'm not there yet. 269 00:10:33,919 - > 00:10:35,759 Dr. Leeanne Aguilar: So many opportunities, and everything is 270 00:10:35,759 - > 00:10:36,799 evolving so quickly. 271 00:10:36,879 - > 00:10:40,159 It's like you know, by the time you implement it, it's outdated. 272 00:10:41,279 - > 00:10:42,320 SPEAKER_00: It's tough, man. 273 00:10:42,399 - > 00:10:42,720 I know. 274 00:10:42,799 - > 00:10:43,440 Yeah. 275 00:10:44,000 - > 00:10:46,559 Dr. Leeanne Aguilar: So Green Raven is focused on commercial 276 00:10:46,559 - > 00:10:49,120 solar and power generation hardware distribution. 277 00:10:49,279 - > 00:10:52,159 But it sounds like the company is really solving a much broader 278 00:10:52,399 - > 00:10:54,399 supply chain and execution problem. 279 00:10:54,639 - > 00:10:58,320 What gap did you see that made you want to build this business? 280 00:10:58,879 - > 00:11:01,440 SPEAKER_00: I think the biggest one is a lack of information 281 00:11:01,600 - > 00:11:02,639 from the end consumer. 282 00:11:02,720 - > 00:11:05,200 And again, this is I know not everyone who's listening to this 283 00:11:05,200 - > 00:11:08,799 is going to be from my industry, but there's limited information 284 00:11:08,879 - > 00:11:11,600 and there's so many gaps in the industry. 285 00:11:11,759 - > 00:11:15,759 So, for example, most solar companies are small, like really 286 00:11:15,759 - > 00:11:16,000 small. 287 00:11:16,080 - > 00:11:19,679 In the United States, anyways, the industry is very fragmented. 288 00:11:19,840 - > 00:11:22,720 You've got over 100,000 solar companies, so well over that 289 00:11:22,799 - > 00:11:23,039 actually. 290 00:11:23,200 - > 00:11:26,080 There's really 20,000 in California. 291 00:11:26,240 - > 00:11:27,200 It's immense. 292 00:11:27,440 - > 00:11:31,600 And the vast majority of those are what we all call truck in a 293 00:11:31,600 - > 00:11:32,159 truck, right? 294 00:11:32,240 - > 00:11:35,600 Is the guy with four employees and he happens to own a truck. 295 00:11:35,759 - > 00:11:37,279 It's a very fragmented industry. 296 00:11:37,360 - > 00:11:39,600 So those that's your industry right now. 297 00:11:39,759 - > 00:11:43,039 They don't they're not sitting on a big stockpile of cash, 298 00:11:43,279 - > 00:11:43,600 right? 299 00:11:43,759 - > 00:11:47,600 So for them, everything is like get a project, get it installed, 300 00:11:47,679 - > 00:11:50,960 get paid, somehow cover the cost of the hardware of that project. 301 00:11:51,120 - > 00:11:53,519 It's a very cash flow, it's a problem. 302 00:11:53,679 - > 00:11:57,679 Uh so the gap I saw was well, they're all limited to going to 303 00:11:57,679 - > 00:12:00,000 maybe three different distributors for their 304 00:12:00,000 - > 00:12:00,480 materials. 305 00:12:00,559 - > 00:12:03,039 And all three of those companies, I don't know if I 306 00:12:03,039 - > 00:12:07,120 should name drop, but typically their markup is 100% really 307 00:12:07,120 - > 00:12:07,440 high. 308 00:12:07,600 - > 00:12:10,480 But they can do that because they're offering a line of 309 00:12:10,480 - > 00:12:11,279 credit, right? 310 00:12:11,440 - > 00:12:12,960 That's the holy grail right there. 311 00:12:13,120 - > 00:12:16,000 You go to the distributors out there, the little guys, the guys 312 00:12:16,000 - > 00:12:18,720 like myself that are smaller, don't have line of credit. 313 00:12:18,879 - > 00:12:21,440 So if you're a little solar company, you have to go through 314 00:12:21,440 - > 00:12:23,759 one of the big three, even though the prices are super 315 00:12:23,759 - > 00:12:26,799 bloated, just because they offer credit terms. 316 00:12:26,960 - > 00:12:27,200 Right. 317 00:12:27,679 - > 00:12:28,639 Well, that seems dumb. 318 00:12:29,039 - > 00:12:29,519 Wait a second. 319 00:12:29,600 - > 00:12:32,480 So if I were to just go and establish my own line of credit, 320 00:12:32,720 - > 00:12:36,799 which I did for Green Raven, we can offer uh a name drop. 321 00:12:36,879 - > 00:12:40,960 So CED is offering uh a$500,000 line of credit to his 322 00:12:40,960 - > 00:12:41,600 installers. 323 00:12:41,759 - > 00:12:44,240 I can offer a million dollar line of credit, and I don't put 324 00:12:44,480 - > 00:12:46,799 mine doesn't put a lien on that end property. 325 00:12:47,039 - > 00:12:50,000 Okay, so but at the same time, I don't have that bloated 326 00:12:50,159 - > 00:12:54,000 infrastructure of 400 warehouses I have to pay for with their 327 00:12:54,000 - > 00:12:54,320 staff. 328 00:12:54,399 - > 00:12:55,120 We don't do that. 329 00:12:55,279 - > 00:12:55,600 SPEAKER_02: Right. 330 00:12:56,000 - > 00:12:57,759 SPEAKER_00: I'm kind of whittling out, okay, what are 331 00:12:57,759 - > 00:12:58,480 the inefficiencies? 332 00:12:58,639 - > 00:13:00,240 Well, get rid of all that infrastructure. 333 00:13:00,320 - > 00:13:01,120 You don't need it. 334 00:13:01,279 - > 00:13:02,320 It's just not necessary. 335 00:13:02,559 - > 00:13:06,639 Offer a line of credit, reach out to that 95% of the industry 336 00:13:06,639 - > 00:13:08,159 that is chucking a truck. 337 00:13:08,320 - > 00:13:11,679 All they needed was a line of credit, and now they can buy all 338 00:13:11,679 - > 00:13:15,039 of their hardware, it's half price because they're not paying 339 00:13:15,039 - > 00:13:16,639 for all the inefficiencies out there. 340 00:13:16,799 - > 00:13:19,440 And they still get that line of credit that makes it so their 341 00:13:19,440 - > 00:13:22,159 families and their them and their employees and their 342 00:13:22,159 - > 00:13:24,799 families can do really well without running out of money, 343 00:13:24,879 - > 00:13:27,360 which is an epidemic in the solar industry, right? 344 00:13:27,519 - > 00:13:29,279 Companies running out of cash and then collapsing. 345 00:13:29,600 - > 00:13:32,240 So we're trying to solve a lot of gaps, right? 346 00:13:32,480 - > 00:13:35,039 And I think we kind of nailed it. 347 00:13:37,440 - > 00:13:39,360 Dr. Leeanne Aguilar: So for people outside the industries, 348 00:13:39,600 - > 00:13:42,399 tell us more about the biggest inefficiencies today between 349 00:13:42,399 - > 00:13:45,759 manufacturers, finance providers, EPCs, developers, and 350 00:13:45,919 - > 00:13:46,240 buyers. 351 00:13:46,480 - > 00:13:47,840 SPEAKER_00: Well, each one of them is gonna have a different 352 00:13:47,840 - > 00:13:48,720 issue, right? 353 00:13:49,039 - > 00:13:53,360 So manufacturers, the biggest problem is they need to be on an 354 00:13:53,360 - > 00:13:56,320 authorized vendor list for the finance companies. 355 00:13:56,639 - > 00:13:58,240 You gotta realize that most of them are not. 356 00:13:58,320 - > 00:14:02,080 Now, those finance companies are more or less, how do I word 357 00:14:02,080 - > 00:14:05,360 this, in bed largely with the distribution companies. 358 00:14:05,519 - > 00:14:08,559 Well, the distributor is only going to offer these, I'll make 359 00:14:08,559 - > 00:14:10,960 it up, you know, 10 brands, the solar panel. 360 00:14:11,120 - > 00:14:13,759 Well, shoot, there's 5,000 brands. 361 00:14:14,000 - > 00:14:17,679 So if you're the manufacturer, you're fighting like anything 362 00:14:17,679 - > 00:14:19,919 you can to get brand recognition, to get on an 363 00:14:19,919 - > 00:14:22,320 authorized vendor list for the finance company, which gets you 364 00:14:22,320 - > 00:14:24,399 carried by the major distributors, and they're all 365 00:14:24,399 - > 00:14:26,399 kind of uh bottlenecked right there. 366 00:14:26,559 - > 00:14:29,679 Now, if you're the installer, going down that line, you said, 367 00:14:29,919 - > 00:14:32,000 so the EPC, you're the installer. 368 00:14:32,159 - > 00:14:34,639 Most of them are just going to buy their product from whatever 369 00:14:34,639 - > 00:14:38,000 CED offered them or Solar Gent, Busco, whatever, whatever that 370 00:14:38,000 - > 00:14:41,200 distributor gave them, which is a choice between these 10 brands 371 00:14:41,279 - > 00:14:42,639 or 20 brands, whatever. 372 00:14:42,799 - > 00:14:45,679 Um, and they have to go through that because of that bottleneck 373 00:14:45,679 - > 00:14:46,799 with the finance companies. 374 00:14:46,879 - > 00:14:49,039 There's a real bottleneck right in there, right? 375 00:14:49,200 - > 00:14:49,679 It's a problem. 376 00:14:49,840 - > 00:14:53,279 So the biggest problem for the solar companies is cash flow. 377 00:14:53,360 - > 00:14:56,159 They need to find a way to uh make all of this pencil somehow. 378 00:14:56,320 - > 00:14:58,879 But because that loaded infrastructure between the 379 00:14:58,879 - > 00:15:02,080 traditional distribution, kind of working with the authorized 380 00:15:02,080 - > 00:15:04,960 vendor list, AVL from the finance companies, causes a 381 00:15:04,960 - > 00:15:07,279 bottleneck, which causes uh artificial price inflation. 382 00:15:07,360 - > 00:15:10,080 So now that solar installer who's already struggling to stay 383 00:15:10,080 - > 00:15:12,480 in business is paying twice as much for his hardware. 384 00:15:12,639 - > 00:15:16,240 So there's like that's the problem of this whole thing, 385 00:15:16,480 - > 00:15:16,799 right? 386 00:15:16,960 - > 00:15:19,279 Is there's a bottleneck that doesn't need to be there. 387 00:15:19,440 - > 00:15:22,639 And a lot of it driving it right now, today's market, we're in 388 00:15:22,639 - > 00:15:26,639 April 2026, um, is the tax incentives, right? 389 00:15:26,720 - > 00:15:29,919 So everyone's trying to get the very last drop they can out of 390 00:15:29,919 - > 00:15:32,879 the ITC, the investment tax credit, which means it has to be 391 00:15:32,879 - > 00:15:36,320 domestic content and has to be fiat compliant and not from a 392 00:15:36,320 - > 00:15:36,879 PFE. 393 00:15:36,960 - > 00:15:39,919 And there's like all these requirements, which again cause 394 00:15:39,919 - > 00:15:43,279 a market pressure on what hardware we're all allowed to 395 00:15:43,279 - > 00:15:46,799 use, which when again you constrain supply, which is 396 00:15:46,799 - > 00:15:49,919 what's happened, that drives pricing way up. 397 00:15:50,159 - > 00:15:53,200 So there's a lot of stuff in the industry that are kind of 398 00:15:53,200 - > 00:15:54,960 artificial that don't need to be there. 399 00:15:55,120 - > 00:15:58,720 That whole tax incentive and all that, you know, non-domestic 400 00:15:58,799 - > 00:16:00,879 blah, blah, blah, that's all gonna go away. 401 00:16:01,120 - > 00:16:02,799 A year from now, no one's gonna give a crap. 402 00:16:02,960 - > 00:16:05,039 People are gonna be looking at what is the cheapest product in 403 00:16:05,039 - > 00:16:07,200 the market that is still a quality product with a good 404 00:16:07,200 - > 00:16:07,519 warrant. 405 00:16:07,759 - > 00:16:10,240 That's all that's gonna matter, which is what I'm what we're at 406 00:16:10,399 - > 00:16:11,919 Green Raven, what we're preparing for. 407 00:16:12,080 - > 00:16:15,440 How do we compare the real world of what's going to be a year 408 00:16:15,440 - > 00:16:15,919 from now? 409 00:16:16,080 - > 00:16:18,960 No one's gonna care about fiat compliance a year from now. 410 00:16:19,679 - > 00:16:20,240 Dr. Leeanne Aguila: Interesting. 411 00:16:20,559 - > 00:16:23,200 So the incentives are expiring this year? 412 00:16:23,519 - > 00:16:25,120 SPEAKER_00: Yeah, basically July 4th. 413 00:16:25,440 - > 00:16:29,200 Well, the residential projects that already is gone as of last 414 00:16:29,200 - > 00:16:29,679 December. 415 00:16:29,919 - > 00:16:32,639 The commercial one for commercial projects goes away. 416 00:16:32,720 - > 00:16:35,440 Basically, the job has to be started in some manner before 417 00:16:35,440 - > 00:16:37,120 July 4th of 2026. 418 00:16:37,360 - > 00:16:40,399 After that, all the incentives are gone, which is gonna totally 419 00:16:40,399 - > 00:16:44,000 remove that bottleneck that's caused that ridiculously 420 00:16:44,000 - > 00:16:44,879 inflated pricing. 421 00:16:45,120 - > 00:16:45,279 Dr. Leeanne Aguilar: Right. 422 00:16:45,600 - > 00:16:47,200 SPEAKER_00: There's a lot going on in the industry that's gonna 423 00:16:47,200 - > 00:16:47,440 change. 424 00:16:47,600 - > 00:16:48,480 I'm excited about it. 425 00:16:48,720 - > 00:16:48,960 Dr. Leeanne Aguilar: Yeah. 426 00:16:49,519 - > 00:16:52,559 And are those incentives are they federal or are they 427 00:16:52,559 - > 00:16:53,039 state-based? 428 00:16:53,279 - > 00:16:53,840 SPEAKER_00: It's all federal. 429 00:16:54,000 - > 00:16:54,399 Oh, the federal. 430 00:16:54,879 - > 00:16:55,759 100% federal, yeah. 431 00:16:56,159 - > 00:16:56,399 Dr. Leeanne Aguilar: Okay. 432 00:16:56,639 - > 00:16:58,960 SPEAKER_00: So for your your taxes at the end of the year, 433 00:16:59,039 - > 00:17:02,080 basically, you're getting so if you combine that, if you remove 434 00:17:02,080 - > 00:17:06,000 the false pressure on the market based on federal tax incentives, 435 00:17:06,079 - > 00:17:09,279 and you can marry that with getting an education to the 436 00:17:09,279 - > 00:17:11,359 solar installers of, hey, guess what? 437 00:17:11,440 - > 00:17:13,279 There's more than those 20 brands on the market. 438 00:17:13,440 - > 00:17:14,799 In fact, there's thousands. 439 00:17:14,960 - > 00:17:17,839 Uh so let's find you the best product at the best price. 440 00:17:18,000 - > 00:17:21,440 And I'm and I you're gonna see this uh a year and a half from 441 00:17:21,440 - > 00:17:21,680 now. 442 00:17:22,079 - > 00:17:24,079 All the hardware is gonna be half the price of what people 443 00:17:24,079 - > 00:17:24,559 are paying today. 444 00:17:24,720 - > 00:17:26,559 I mean, we're even at half the price. 445 00:17:26,799 - > 00:17:27,200 Just wait. 446 00:17:27,359 - > 00:17:30,079 Once you remove those artificial pressures, what's gonna happen 447 00:17:30,079 - > 00:17:32,000 to hardware pricing is gonna be fantastic. 448 00:17:32,240 - > 00:17:32,559 Dr. Leeanne Aguilar: Yeah. 449 00:17:32,799 - > 00:17:35,839 Now you talk a lot about practical equipment, supply 450 00:17:35,839 - > 00:17:38,400 chain reliability, and project execution. 451 00:17:38,559 - > 00:17:41,920 Why are those fundamentals still such a major pain point in an 452 00:17:41,920 - > 00:17:43,920 industry that has matured so much? 453 00:17:45,039 - > 00:17:46,400 SPEAKER_00: I don't think it has. 454 00:17:47,359 - > 00:17:49,680 The industry, you said the industry had matured so much. 455 00:17:49,839 - > 00:17:50,559 The industry isn't. 456 00:17:50,640 - > 00:17:52,240 I think the industry is a toddler. 457 00:17:52,480 - > 00:17:55,920 The inefficiencies in this industry are rampant. 458 00:17:56,079 - > 00:17:56,880 It's crazy. 459 00:17:56,960 - > 00:18:00,000 I've been a consultant for I think four different solar 460 00:18:00,000 - > 00:18:01,839 companies I've helped build over the years. 461 00:18:02,000 - > 00:18:05,440 And every one of them, or most of my friends are owners of 462 00:18:05,440 - > 00:18:06,079 solar companies. 463 00:18:06,319 - > 00:18:06,880 It's rampant. 464 00:18:06,960 - > 00:18:07,440 It's bad. 465 00:18:07,599 - > 00:18:08,400 Bad management. 466 00:18:08,559 - > 00:18:11,680 People who they're again, you're the owner of a solar company, 467 00:18:11,759 - > 00:18:14,160 we'll call it chuck in a truck, which is the vast majority. 468 00:18:14,319 - > 00:18:17,279 They're not gathering analytics or job cost analysis. 469 00:18:17,519 - > 00:18:20,160 They think, oh, well, giving a building permit in such and such 470 00:18:20,160 - > 00:18:21,119 county is$400. 471 00:18:21,599 - > 00:18:23,920 Not really, because I'm in a position to that building 472 00:18:23,920 - > 00:18:25,599 permit, the structural engineering stamp, the 473 00:18:25,599 - > 00:18:29,279 electrical engineering stamp, resubmittal fees, and that's 474 00:18:29,279 - > 00:18:30,319 actually$1,500. 475 00:18:30,960 - > 00:18:33,519 You got to think in the mind of wait, we're doing 20 of these 476 00:18:33,519 - > 00:18:35,359 jobs a month, and that's just that. 477 00:18:35,599 - > 00:18:38,480 Then you go install a job, you think, oh, we can install it for 478 00:18:38,480 - > 00:18:39,759 this kind of cost of labor. 479 00:18:40,000 - > 00:18:42,960 Well, they don't know that really you're gonna have to do 480 00:18:42,960 - > 00:18:47,039 multiple truck rolls with two, three guys, let's call it, add 481 00:18:47,200 - > 00:18:48,400 up the actual labor cost. 482 00:18:48,640 - > 00:18:51,680 So they're not making as much money as they think they are, 483 00:18:51,759 - > 00:18:55,680 but they don't gather analytics, job cost analysis, for example. 484 00:18:55,920 - > 00:18:58,480 When I say that it's not grown up, that's just one element. 485 00:18:58,640 - > 00:19:02,480 And then you look at five years ago, the average solar sales guy 486 00:19:02,480 - > 00:19:06,480 was making$10,000 on a commission selling a residential 487 00:19:06,480 - > 00:19:07,200 solar project. 488 00:19:07,359 - > 00:19:08,319 That's absurd. 489 00:19:08,480 - > 00:19:10,240 That's just absolutely absurd. 490 00:19:10,480 - > 00:19:14,559 Because there's no, even today, there's very minimal, if any, 491 00:19:14,880 - > 00:19:15,680 regulation on this. 492 00:19:15,839 - > 00:19:18,799 Like in real estate, you have to get a license to sell a house, 493 00:19:18,960 - > 00:19:19,440 let's call it. 494 00:19:19,839 - > 00:19:22,160 Or you have to get a series seven if you're a financial 495 00:19:22,160 - > 00:19:22,720 advisor. 496 00:19:22,799 - > 00:19:25,440 You have to get some kind of, but that doesn't exist in the 497 00:19:25,440 - > 00:19:26,160 solar space. 498 00:19:26,319 - > 00:19:28,720 So when you're saying now that some for an industry that's 499 00:19:28,799 - > 00:19:30,559 quote, mature, it is not. 500 00:19:30,799 - > 00:19:32,640 It is still the Wild West. 501 00:19:33,039 - > 00:19:33,279 Dr. Leeanne Aguilar: Wow. 502 00:19:35,599 - > 00:19:36,799 SPEAKER_00: Still the Wild West. 503 00:19:37,359 - > 00:19:40,559 We all know what the Wild West is and we're in it, but it's 504 00:19:40,559 - > 00:19:41,359 getting better. 505 00:19:41,599 - > 00:19:41,920 Dr. Leeanne Aguilar: Okay. 506 00:19:42,160 - > 00:19:42,880 SPEAKER_00: Thank God. 507 00:19:43,039 - > 00:19:43,920 Uh yeah, yeah. 508 00:19:44,480 - > 00:19:47,039 Dr. Leeanne Aguilar: So it's not new, it's been around a while, 509 00:19:47,200 - > 00:19:50,720 but it's still like you said, there are it's not very 510 00:19:50,720 - > 00:19:53,599 regulated as far as like who can who can sell it. 511 00:19:53,680 - > 00:19:56,799 SPEAKER_00: There's not any kind of certification or lack of 512 00:19:56,799 - > 00:20:00,799 education or just knowledge from this the this group, this solar 513 00:20:00,799 - > 00:20:02,960 company might be great construction guys and do really 514 00:20:02,960 - > 00:20:06,400 quality work, but do they know how to use a spreadsheet and do 515 00:20:06,400 - > 00:20:07,359 job cost analysis? 516 00:20:07,519 - > 00:20:08,160 Probably not. 517 00:20:08,400 - > 00:20:09,839 Some do, not many. 518 00:20:10,000 - > 00:20:11,359 It's just it's still young. 519 00:20:11,519 - > 00:20:12,960 The industry is still young and immature. 520 00:20:13,039 - > 00:20:13,920 It's got a long way to go. 521 00:20:14,160 - > 00:20:14,400 Dr. Leeanne Aguilar: Yeah. 522 00:20:14,640 - > 00:20:18,160 Now, Green Raven is also providing finance products for 523 00:20:18,160 - > 00:20:21,279 installers across solar, storage, geothermo, and 524 00:20:21,279 - > 00:20:22,480 commercial generators. 525 00:20:22,640 - > 00:20:25,839 How important is it to solve capital access and hardware 526 00:20:25,839 - > 00:20:28,880 access together rather than as separate problems? 527 00:20:29,279 - > 00:20:30,880 SPEAKER_00: Well, there's two different pieces of finance. 528 00:20:30,960 - > 00:20:33,920 So one would be those solar companies need to be able to 529 00:20:33,920 - > 00:20:35,920 finance the projects themselves, right? 530 00:20:36,000 - > 00:20:39,920 Um, they need access to finance tools, which are heavily 531 00:20:39,920 - > 00:20:43,279 dependent, again, on the tax credits and subsidy stuff that 532 00:20:43,279 - > 00:20:44,160 we talked about earlier. 533 00:20:44,319 - > 00:20:44,960 That's a problem. 534 00:20:45,119 - > 00:20:47,920 I've pretty much made a career out of networking with people. 535 00:20:48,079 - > 00:20:49,680 Literally, that's how I make a living. 536 00:20:49,920 - > 00:20:52,960 So a lot of what Green Raven does isn't even not, we're not 537 00:20:52,960 - > 00:20:53,759 doing this for money. 538 00:20:53,839 - > 00:20:55,759 We do this because it's the right thing to do. 539 00:20:55,920 - > 00:20:59,599 Is when I'm talking to this company over here, he says, Hey, 540 00:20:59,839 - > 00:21:03,119 I really need a finance tool I can use for, I don't know, 541 00:21:03,279 - > 00:21:06,000 nonprofits with, you know, blah, blah, blah, this situation. 542 00:21:06,079 - > 00:21:06,799 Do you know anybody? 543 00:21:06,960 - > 00:21:07,519 Yes, I do. 544 00:21:07,680 - > 00:21:09,359 I make that connection happen. 545 00:21:09,680 - > 00:21:11,599 I do that all day, every day. 546 00:21:11,759 - > 00:21:12,720 It's just who do you know? 547 00:21:12,799 - > 00:21:13,200 Who do you know? 548 00:21:13,279 - > 00:21:14,640 So I get a lot of those kinds of calls. 549 00:21:14,799 - > 00:21:16,720 A lot of it is finance related. 550 00:21:16,960 - > 00:21:17,200 SPEAKER_02: Uh-huh. 551 00:21:17,359 - > 00:21:19,680 SPEAKER_00: Uh, so that's one side of financing. 552 00:21:19,839 - > 00:21:23,279 And it's really, really important because most, well, if 553 00:21:23,279 - > 00:21:26,480 you actually ask the average American how how they think 554 00:21:26,480 - > 00:21:29,599 solar projects are paid for, they think it's all cash. 555 00:21:29,759 - > 00:21:31,440 It's not, right? 556 00:21:31,839 - > 00:21:34,400 There's a lot of education that needs to happen in that realm. 557 00:21:34,559 - > 00:21:39,759 But even the finance world for solar is still, to me, very it's 558 00:21:39,759 - > 00:21:40,640 not mature yet. 559 00:21:40,799 - > 00:21:42,559 That's the best way, and it's definitely not stable. 560 00:21:42,720 - > 00:21:46,480 And the changing tax situation with random tariffs coming and 561 00:21:46,480 - > 00:21:48,480 going and whatever is not helping. 562 00:21:48,720 - > 00:21:53,839 It makes sure it's very unit's very rocky, best way I can say 563 00:21:53,839 - > 00:21:54,079 that. 564 00:21:54,240 - > 00:21:58,079 So that's one side of finance is how do these solar projects get 565 00:21:58,079 - > 00:21:58,960 financed to begin with? 566 00:21:59,119 - > 00:22:02,319 I do a lot of Connecting the dots and people that I know who 567 00:22:02,319 - > 00:22:04,559 know people and connect them all and ta-da. 568 00:22:05,519 - > 00:22:09,119 Um, the other piece of it is what I alluded to earlier, uh, 569 00:22:09,200 - > 00:22:13,839 that line of credit concept, meaning all those solar 570 00:22:13,839 - > 00:22:16,000 companies, and like I said, there's a ton. 571 00:22:16,240 - > 00:22:20,240 They all think they have to work with CED or sold agent because 572 00:22:20,240 - > 00:22:22,240 that's the only way they can get the line of credit to stay in 573 00:22:22,240 - > 00:22:26,000 business, which means they think they have to pay literally 100% 574 00:22:26,319 - > 00:22:28,559 markups on their hardware because they don't know any 575 00:22:28,559 - > 00:22:28,799 better. 576 00:22:28,960 - > 00:22:30,880 I need to somehow get that education out there. 577 00:22:31,039 - > 00:22:31,920 That you know what? 578 00:22:32,000 - > 00:22:35,759 Don't let that line of credit problem stop you from cutting 579 00:22:35,759 - > 00:22:36,720 your costs in half. 580 00:22:36,880 - > 00:22:37,920 It's totally doable. 581 00:22:38,240 - > 00:22:40,400 You just have to find the right green raven. 582 00:22:40,960 - > 00:22:42,000 Dr. Leeanne Aguilar: Okay, right, right. 583 00:22:42,079 - > 00:22:44,319 So you're helping educate people, is what I mean. 584 00:22:44,720 - > 00:22:46,079 SPEAKER_00: Yeah, yeah, that's a lot of it. 585 00:22:46,240 - > 00:22:48,160 And it's uh it's harder than it sounds. 586 00:22:48,319 - > 00:22:51,440 But if I could get the word out that, hey, man, don't be limited 587 00:22:51,440 - > 00:22:56,400 to paying ridiculous prices to infrastructures that are so 588 00:22:56,400 - > 00:22:59,279 bloated and inefficient, there's a better way. 589 00:22:59,440 - > 00:23:01,200 Uh so that's the other side of finance. 590 00:23:01,279 - > 00:23:03,839 The solar company needs to be able to finance their hardware. 591 00:23:04,079 - > 00:23:07,279 That is what we unlocked uh just a few months ago, which is 592 00:23:07,359 - > 00:23:08,960 that's gonna be a game changer for sure. 593 00:23:09,279 - > 00:23:09,839 Dr. Leeanne Aguilar: Yeah, okay. 594 00:23:10,000 - > 00:23:12,880 So, like you just said, the current just distribution model 595 00:23:12,960 - > 00:23:14,799 is bloated and expensive. 596 00:23:14,960 - > 00:23:18,400 So, what specifically is broken in the traditional hardware 597 00:23:18,400 - > 00:23:21,119 distribution system and how are you approaching it differently? 598 00:23:21,440 - > 00:23:24,240 SPEAKER_00: A lot of it, well, first of all it's I know I spoke 599 00:23:24,240 - > 00:23:25,279 to some of this. 600 00:23:25,519 - > 00:23:29,359 Those distributors are having a huge operating cost, right? 601 00:23:29,519 - > 00:23:32,319 So this reminds me of a different business I fixed a 602 00:23:32,319 - > 00:23:36,559 long time ago where it was a lot of brick and mortar, uh, which a 603 00:23:36,559 - > 00:23:40,880 lot of it just sat around empty with, I mean, no customers, just 604 00:23:40,880 - > 00:23:41,519 staff. 605 00:23:41,759 - > 00:23:44,720 And I remember looking at that, like, wait a second, this isn't 606 00:23:44,720 - > 00:23:45,680 1954. 607 00:23:45,839 - > 00:23:47,279 This is it, this is dumb. 608 00:23:47,680 - > 00:23:51,519 So I shut down a ton of those, consolidated some stuff, just 609 00:23:51,519 - > 00:23:52,960 kind of re-orgot a business model. 610 00:23:53,039 - > 00:23:54,799 It's like, okay, this now makes sense. 611 00:23:54,960 - > 00:23:57,680 I think this that that same problem holds true in the 612 00:23:57,680 - > 00:24:01,599 distribution model, where you've got a lot of warehouses that are 613 00:24:01,599 - > 00:24:02,559 unnecessary. 614 00:24:02,720 - > 00:24:06,079 They could a lot of now, mind you, sometimes a solar company 615 00:24:06,079 - > 00:24:10,079 might need to buy, I don't know, X some rails for this one 616 00:24:10,079 - > 00:24:12,880 project or a couple of pallets of panels for this one project. 617 00:24:13,119 - > 00:24:13,599 Sure. 618 00:24:14,240 - > 00:24:18,400 In those situations, just the traditional distribution might 619 00:24:18,400 - > 00:24:18,880 make sense. 620 00:24:19,279 - > 00:24:21,599 The pricing is going to be dumb because you're buying such a 621 00:24:21,599 - > 00:24:25,119 small quantity, but okay, that kind of works. 622 00:24:25,200 - > 00:24:28,160 You're still paying ridiculous prices because you have to pay 623 00:24:28,160 - > 00:24:29,279 for the rest of that infrastructure. 624 00:24:29,440 - > 00:24:31,440 So a lot of what we're trying to do is say, you know what? 625 00:24:31,759 - > 00:24:34,720 For the customers out there that are buying, say, commercial, 626 00:24:34,799 - > 00:24:37,440 which uh commercial solar is rapidly growing. 627 00:24:37,519 - > 00:24:39,839 It's gotten insane in the last couple of years. 628 00:24:40,000 - > 00:24:43,680 They're not buying two pallets, they're buying two container 629 00:24:43,680 - > 00:24:44,480 trucks worth. 630 00:24:44,640 - > 00:24:46,799 And if they're buying that from a traditional distributor, 631 00:24:46,880 - > 00:24:49,279 that's just a lack of information and they don't know. 632 00:24:50,160 - > 00:24:54,400 More importantly, if as I think most of them don't understand 633 00:24:54,400 - > 00:24:57,920 the options that are on the market, meaning it doesn't have 634 00:24:57,920 - > 00:25:01,440 to be one of these 10 brand names that you know because 635 00:25:01,440 - > 00:25:03,279 that's what CED carried. 636 00:25:03,440 - > 00:25:03,759 Right. 637 00:25:04,000 - > 00:25:04,319 What? 638 00:25:04,400 - > 00:25:06,400 There's a thousand other products out there. 639 00:25:06,480 - > 00:25:07,440 I'm working with one now. 640 00:25:07,519 - > 00:25:10,240 I'm not going to name drop, but it's the new manufacturing 641 00:25:10,240 - > 00:25:11,119 facility in Georgia. 642 00:25:11,200 - > 00:25:12,559 So it's domestic content. 643 00:25:12,720 - > 00:25:15,359 The product itself, if you nerd out and go through the data 644 00:25:15,359 - > 00:25:18,160 sheet, is significantly better than almost anything on the 645 00:25:18,160 - > 00:25:18,480 market. 646 00:25:18,559 - > 00:25:22,000 And I can get it at half the price of what the name brands 647 00:25:22,000 - > 00:25:23,359 are, and it's a better product. 648 00:25:23,440 - > 00:25:26,079 It's tier one, better temperature coefficiency down 649 00:25:26,079 - > 00:25:28,079 the line, better product, but no one's ever heard of it. 650 00:25:28,240 - > 00:25:28,400 Sure. 651 00:25:28,720 - > 00:25:29,920 How do you get the word out? 652 00:25:30,079 - > 00:25:31,839 That's a major gap right there. 653 00:25:31,920 - > 00:25:35,519 How do you get the education to those solar companies that you 654 00:25:35,519 - > 00:25:35,920 know what? 655 00:25:36,000 - > 00:25:37,680 But you have more options than you're aware of. 656 00:25:37,759 - > 00:25:39,759 And don't let that line of credit thing stop you. 657 00:25:39,920 - > 00:25:41,039 There are better products. 658 00:25:41,359 - > 00:25:41,680 Dr. Leeanne Aguilar: Right. 659 00:25:41,920 - > 00:25:45,680 Well, and I think it comes down to, like you said, education and 660 00:25:45,920 - > 00:25:49,279 credibility with all these options out there, unless if 661 00:25:49,279 - > 00:25:51,599 it's not being sold by one of the big names, then how do 662 00:25:51,599 - > 00:25:52,160 people trust it? 663 00:25:52,240 - > 00:25:54,400 How do people know that it's a good quality product? 664 00:25:54,720 - > 00:25:56,400 SPEAKER_00: You gotta be a nerd and read the data sheet. 665 00:25:56,640 - > 00:25:58,400 Dr. Leeanne Aguilar: Yeah, read the read the spec sheet for 666 00:25:58,400 - > 00:25:58,559 sure. 667 00:25:58,640 - > 00:25:58,720 Yeah. 668 00:25:58,960 - > 00:25:59,839 SPEAKER_00: Or just be open to it. 669 00:25:59,920 - > 00:26:01,119 Honestly, that's the real thing. 670 00:26:01,279 - > 00:26:03,119 Just be open to learning about it. 671 00:26:03,359 - > 00:26:03,680 Dr. Leeanne Aguilar: Yeah. 672 00:26:03,920 - > 00:26:07,119 Now, are they offering like warranties and such that will 673 00:26:07,119 - > 00:26:09,039 help give some assurance? 674 00:26:09,359 - > 00:26:09,440 Yeah. 675 00:26:10,000 - > 00:26:12,960 SPEAKER_00: The one that I'm alluding to, it's a 30-year 676 00:26:12,960 - > 00:26:16,079 warranty that includes shipping and labor. 677 00:26:16,240 - > 00:26:17,200 No one does this, by the way. 678 00:26:17,279 - > 00:26:19,920 The warranty on a solar panel is just, oh yeah, one of your 679 00:26:19,920 - > 00:26:22,799 panels, you know, takes a nosedive, we'll ship you a new 680 00:26:22,799 - > 00:26:22,960 one. 681 00:26:23,119 - > 00:26:23,759 But you, Mr. 682 00:26:23,839 - > 00:26:26,559 Cusper, have to pay for the shipping cost and the labor cost 683 00:26:26,559 - > 00:26:29,200 to install it, which is way more money than the actual panel 684 00:26:29,200 - > 00:26:29,519 itself. 685 00:26:29,759 - > 00:26:30,000 Right. 686 00:26:31,440 - > 00:26:34,480 From these guys that I'm referring to, that includes all 687 00:26:34,480 - > 00:26:34,799 of it. 688 00:26:34,880 - > 00:26:37,279 It's not just a replacement panel, it's also the shipping 689 00:26:37,279 - > 00:26:38,000 and the labor. 690 00:26:38,160 - > 00:26:39,359 That's a big deal. 691 00:26:39,759 - > 00:26:43,759 Uh, but you you, as a the owner of a solar company, don't even 692 00:26:43,759 - > 00:26:45,440 know this brand exists. 693 00:26:45,680 - > 00:26:47,519 That's the thing that's nuts. 694 00:26:47,680 - > 00:26:49,759 There's better products at half the price with a better 695 00:26:49,759 - > 00:26:51,039 warranty, and you don't know about it. 696 00:26:51,200 - > 00:26:53,359 That's my next hill I have to tackle. 697 00:26:54,640 - > 00:26:56,960 Dr. Leeanne Aguilar: So you were mentioning like the tax credits 698 00:26:56,960 - > 00:26:57,680 expiring. 699 00:26:57,839 - > 00:27:01,200 And so as tax credits and domestic content rules and 700 00:27:01,200 - > 00:27:04,799 compliance requirements continue to reshape the market, how are 701 00:27:04,799 - > 00:27:07,680 those policy and sourcing pressures changing what 702 00:27:07,680 - > 00:27:10,400 commercial energy buyers need from their partners? 703 00:27:10,960 - > 00:27:13,119 SPEAKER_00: I think increasingly, well, at least in 704 00:27:13,119 - > 00:27:18,000 the commercial world, they are more open to taking a phone 705 00:27:18,000 - > 00:27:18,319 call. 706 00:27:18,480 - > 00:27:21,359 A lot of it's just also just personal contacts because I've 707 00:27:21,359 - > 00:27:22,160 been around a while. 708 00:27:22,240 - > 00:27:24,720 A lot of so I can open some doors maybe. 709 00:27:24,880 - > 00:27:25,279 SPEAKER_02: Uh-huh. 710 00:27:25,519 - > 00:27:26,960 SPEAKER_00: But in the commercial world, because 711 00:27:26,960 - > 00:27:29,359 they're buying larger quantities, and they were 712 00:27:29,359 - > 00:27:33,599 referred to me by Joe Blow, who knows me, trusts me, has worked 713 00:27:33,599 - > 00:27:35,440 with me for God knows how many years. 714 00:27:35,599 - > 00:27:36,720 I can get that phone call. 715 00:27:36,799 - > 00:27:39,519 They're more open to saying, well, hang on a second, I've 716 00:27:39,519 - > 00:27:41,920 never heard of that brand, but send me the data sheet. 717 00:27:42,079 - > 00:27:46,799 Uh, those commercial installers typically aren't as limited by 718 00:27:46,799 - > 00:27:50,640 that line of credit uh line of credit availability, and they're 719 00:27:50,640 - > 00:27:52,160 not buying in small volume. 720 00:27:52,480 - > 00:27:54,880 So that's kind of the direction of like what I'm spending a lot 721 00:27:54,880 - > 00:27:55,759 of my time on now. 722 00:27:55,839 - > 00:27:58,160 They're the it's it's low-hanging fruit because 723 00:27:58,160 - > 00:28:01,039 they're more receptive to options on the market, right? 724 00:28:01,200 - > 00:28:05,440 The chuck in a truck, small residential uh installers, not 725 00:28:05,440 - > 00:28:07,279 as open to change, and they don't know. 726 00:28:07,440 - > 00:28:09,759 And that's uh that's gonna be a long haul. 727 00:28:10,000 - > 00:28:10,960 Dr. Leeanne Aguilar: Right, yeah. 728 00:28:11,279 - > 00:28:14,079 So, what kind of customers are you best positioned to serve 729 00:28:14,079 - > 00:28:14,400 right now? 730 00:28:14,559 - > 00:28:17,119 And where are you seeing the strongest demand across solar 731 00:28:17,279 - > 00:28:21,359 storage, geothermal, geothermal, and backup generation? 732 00:28:22,079 - > 00:28:24,799 SPEAKER_00: Well, one of the big ones, but I don't know if enough 733 00:28:24,799 - > 00:28:27,440 people, I I know everything's like a buzzword is like AI, 734 00:28:27,519 - > 00:28:27,680 right? 735 00:28:27,759 - > 00:28:30,480 Everyone's like, everyone loves the whole AI buzzword. 736 00:28:30,640 - > 00:28:33,359 They require a lot of electricity. 737 00:28:33,440 - > 00:28:36,960 The data centers, I'm sorry, that are running the AI are uh 738 00:28:37,200 - > 00:28:39,759 oh my god, they use so much electricity. 739 00:28:39,920 - > 00:28:42,960 One decent sized data center is enough as like a small city, 740 00:28:43,119 - > 00:28:43,359 right? 741 00:28:43,519 - > 00:28:45,440 And they're we're still at the early stages. 742 00:28:45,599 - > 00:28:47,440 Where do you think that power comes from? 743 00:28:47,680 - > 00:28:50,160 I mean, if you follow the path, there's tons of documentation. 744 00:28:50,240 - > 00:28:51,599 You can read it on your own. 745 00:28:51,759 - > 00:28:55,680 What happens as the AI keeps growing and that computing power 746 00:28:55,839 - > 00:28:58,079 and the how much electricity they consume? 747 00:28:58,240 - > 00:28:59,680 Where's that power coming from? 748 00:28:59,920 - > 00:29:01,359 I think that's a big one. 749 00:29:01,519 - > 00:29:04,480 I'm very interested in kind of the some of the um partnerships 750 00:29:04,480 - > 00:29:07,119 and calls we've been doing on the geothermal front because 751 00:29:07,119 - > 00:29:10,880 they can produce a lot of electricity, very, very low 752 00:29:10,880 - > 00:29:11,119 cost. 753 00:29:11,279 - > 00:29:12,720 That that's an exciting piece. 754 00:29:12,880 - > 00:29:16,720 How fast we can deploy, I think, is uh to like a new data center 755 00:29:16,720 - > 00:29:18,640 coming online, that's a problem. 756 00:29:18,799 - > 00:29:20,240 There's a big pathway there. 757 00:29:20,400 - > 00:29:22,880 Obviously, in the uh storage is also a big thing. 758 00:29:22,960 - > 00:29:26,160 We talk about grid resiliency, which is not great, and depends 759 00:29:26,160 - > 00:29:27,599 on where you are in the country, of course. 760 00:29:27,680 - > 00:29:29,680 I'm sure if you're in Omaha, it's fine. 761 00:29:29,920 - > 00:29:32,240 If you're anywhere in California, probably not so 762 00:29:32,240 - > 00:29:32,559 fine. 763 00:29:32,799 - > 00:29:33,599 So, yeah. 764 00:29:33,759 - > 00:29:36,240 Um, therefore, batteries become a bigger play. 765 00:29:36,319 - > 00:29:39,359 So, as obviously our electrical grid has gotten older and 766 00:29:39,359 - > 00:29:43,039 degraded over time and not been replaced or upgraded. 767 00:29:43,200 - > 00:29:46,079 I think you're seeing you're gonna see more and more lack of 768 00:29:46,079 - > 00:29:48,799 stability, which is where that battery play is gonna come in. 769 00:29:48,960 - > 00:29:51,440 Uh, we're already starting to see the beginning of that. 770 00:29:51,519 - > 00:29:53,599 There's a lot of opportunity for growth. 771 00:29:53,839 - > 00:29:57,279 Uh, I think panels, solar panels, the technology hasn't 772 00:29:57,359 - > 00:29:59,359 isn't growing by leaps and bounds anymore. 773 00:29:59,440 - > 00:30:01,200 It's growing by millimeters. 774 00:30:01,279 - > 00:30:04,160 The biggest change there is just gonna be opening that supply 775 00:30:04,160 - > 00:30:07,599 base globally, so people start realizing, oh, wait a second, 776 00:30:07,680 - > 00:30:10,720 there's a lot of really, really good product out there at half 777 00:30:10,720 - > 00:30:11,200 the price. 778 00:30:11,359 - > 00:30:13,680 That's gonna be the big change on the solar panel front. 779 00:30:13,839 - > 00:30:18,000 On the storage side, pricing has come way down over the last 10 780 00:30:18,000 - > 00:30:18,240 years. 781 00:30:18,319 - > 00:30:19,119 It's been ridiculous. 782 00:30:19,200 - > 00:30:19,839 Dr. Leeanne Aguilar: Uh yeah. 783 00:30:20,079 - > 00:30:24,000 SPEAKER_00: Battery that used to be$30,000 uh 10 years ago, you 784 00:30:24,000 - > 00:30:26,880 can now at wholesale, anyways, get that same battery. 785 00:30:26,960 - > 00:30:30,480 I had a call today for a lithium-iron battery where my 786 00:30:30,480 - > 00:30:32,000 cost was twelve hundred dollars. 787 00:30:32,160 - > 00:30:32,480 Wow. 788 00:30:32,720 - > 00:30:33,680 Oh my god. 789 00:30:34,000 - > 00:30:35,119 Dr. Leeanne Aguilar: That's that's wild. 790 00:30:35,359 - > 00:30:35,599 Okay. 791 00:30:37,039 - > 00:30:38,079 SPEAKER_00: That's a big difference, right? 792 00:30:38,559 - > 00:30:39,039 Dr. Leeanne Aguilar: Big difference. 793 00:30:39,119 - > 00:30:39,359 Yeah. 794 00:30:39,519 - > 00:30:42,079 SPEAKER_00: Um, again, when we were talking earlier about the 795 00:30:42,240 - > 00:30:45,759 the how mature the industry was, and I was like, I wouldn't say 796 00:30:45,759 - > 00:30:46,000 that. 797 00:30:46,240 - > 00:30:50,000 It's very much it's got a long way to go, but we're I'm proud 798 00:30:50,000 - > 00:30:51,839 to say we're heading down the right path. 799 00:30:51,920 - > 00:30:55,039 Uh, and I I can't even pick a piece of the industry, like you 800 00:30:55,039 - > 00:30:58,960 said, was it solar panels, storage, is it generators, is it 801 00:30:58,960 - > 00:30:59,920 geothermal? 802 00:31:00,160 - > 00:31:01,839 They all have tremendous potential. 803 00:31:02,000 - > 00:31:05,839 So uh it's really hard to focus on one, but we'll see what I can 804 00:31:05,839 - > 00:31:06,079 do. 805 00:31:06,480 - > 00:31:07,039 Dr. Leeanne Aguilar: Yeah. 806 00:31:07,359 - > 00:31:10,720 So when it comes to these large-scale commercial you know 807 00:31:10,880 - > 00:31:15,119 installations, what percentage of their electricity is is 808 00:31:15,119 - > 00:31:15,920 covered by solar? 809 00:31:16,079 - > 00:31:18,319 How much of the overall? 810 00:31:18,640 - > 00:31:18,799 Okay. 811 00:31:19,359 - > 00:31:20,640 SPEAKER_00: Depends on the footprint, right? 812 00:31:20,799 - > 00:31:23,279 I mean, if you're we're talking about something small, like 813 00:31:23,440 - > 00:31:26,960 let's say it was a church, okay, they're not gonna have a ton of 814 00:31:26,960 - > 00:31:27,839 land, right? 815 00:31:28,079 - > 00:31:31,039 They may not have the footprint to cover everything, but 816 00:31:31,519 - > 00:31:35,119 generally speaking, I would say, at least as far as what I've 817 00:31:35,119 - > 00:31:36,640 seen, it's all of it, right? 818 00:31:36,880 - > 00:31:40,640 Um yeah, I don't, I mean, the only limitation is space, and 819 00:31:40,640 - > 00:31:43,920 that's when you start thinking again, I met with a gentleman 820 00:31:43,920 - > 00:31:46,400 building a commercial property here in Northern California, 821 00:31:46,640 - > 00:31:49,839 doesn't have a lot of room, but he needs a constant, very high 822 00:31:49,839 - > 00:31:50,799 volume of electricity. 823 00:31:50,960 - > 00:31:53,440 So the conversation went geothermal, better fit for him. 824 00:31:53,680 - > 00:31:57,839 Very small footprint, and it produces uh enough electricity 825 00:31:57,839 - > 00:32:00,880 to run a city, and it takes a footprint, maybe I don't know, 826 00:32:00,960 - > 00:32:02,240 what was it, 1200 square feet? 827 00:32:02,559 - > 00:32:03,359 Dr. Leeanne Aguilar: Oh, okay, right. 828 00:32:03,759 - > 00:32:05,599 SPEAKER_00: There's solutions out there, they're still kind of 829 00:32:05,599 - > 00:32:06,480 evolving in time. 830 00:32:06,559 - > 00:32:09,839 But generally speaking, to answer your question if I had 831 00:32:09,839 - > 00:32:12,319 solar on my property, what percentage am I expecting that 832 00:32:12,319 - > 00:32:13,039 solar to cover? 833 00:32:13,200 - > 00:32:13,839 All of it. 834 00:32:14,160 - > 00:32:15,200 Dr. Leeanne Aguilar: Okay, right. 835 00:32:15,440 - > 00:32:18,480 And are there circumstances where it even feeds back into 836 00:32:18,480 - > 00:32:20,880 the grid and then they're getting uh credit? 837 00:32:22,559 - > 00:32:24,640 SPEAKER_00: I mean, if you're in depends on what state you're in 838 00:32:24,720 - > 00:32:26,799 or what utility you're under, I should say. 839 00:32:27,039 - > 00:32:29,359 There are some, it's there's a lot, it's called net metering, 840 00:32:29,599 - > 00:32:32,319 though how you're overproducting because during your solar is 841 00:32:32,400 - > 00:32:34,000 only making electricity during the day. 842 00:32:34,160 - > 00:32:36,960 Well, if you're only using that much of it, what happened to the 843 00:32:36,960 - > 00:32:37,359 other bit? 844 00:32:37,599 - > 00:32:40,240 Well, you're either storing that into a battery or you're selling 845 00:32:40,240 - > 00:32:40,960 it to the utility. 846 00:32:41,119 - > 00:32:44,400 In some utilities, it works out great, like a lot of the markets 847 00:32:44,400 - > 00:32:47,279 in Texas, for example, uh, will have a one-to-one ratio. 848 00:32:47,440 - > 00:32:50,640 Meaning, if I kicked over, I don't know, make up a number of 849 00:32:50,640 - > 00:32:53,680 500 kilowatt hours of electricity surplus to the grid, 850 00:32:53,839 - > 00:32:56,640 then that night, when I'm using electricity from the grid, my 851 00:32:56,640 - > 00:32:58,559 first 500 kilowatt hours was free, right? 852 00:32:58,720 - > 00:33:00,000 That's a one-to-one ratio. 853 00:33:00,160 - > 00:33:01,599 In some markets, it doesn't work like that. 854 00:33:01,759 - > 00:33:03,119 California definitely doesn't. 855 00:33:03,279 - > 00:33:04,160 You're gonna sell it. 856 00:33:04,240 - > 00:33:06,480 I'm in, I'm personally in Northern California, so it's 857 00:33:06,720 - > 00:33:08,640 PGE, Pacific Gas and Electric. 858 00:33:08,799 - > 00:33:11,519 Running price, probably around 40 cents a kilowatt hour when 859 00:33:11,519 - > 00:33:13,680 you're depending on the time of day and all that and time of 860 00:33:13,680 - > 00:33:13,839 year. 861 00:33:14,000 - > 00:33:17,279 If you're pushing electricity to the grid, depending on time of 862 00:33:17,279 - > 00:33:20,160 day and blah, blah, blah, month of the year, you're gonna get on 863 00:33:20,160 - > 00:33:23,599 average maybe two and a half to three cents a kilowatt hour for 864 00:33:23,599 - > 00:33:26,319 the power you give them, but then you're buying it back later 865 00:33:26,319 - > 00:33:28,079 that night at 40 cents more. 866 00:33:28,319 - > 00:33:29,279 Dr. Leeanne Aguilar: That's insane. 867 00:33:29,440 - > 00:33:30,079 SPEAKER_00: That's nuts. 868 00:33:30,240 - > 00:33:33,680 I'm gonna sell you this for two dollars and I'm gonna buy it 869 00:33:33,680 - > 00:33:35,599 back for$40 in about three hours. 870 00:33:35,920 - > 00:33:36,160 Right. 871 00:33:36,319 - > 00:33:37,680 No, that makes no sense. 872 00:33:38,240 - > 00:33:40,319 Right, which is why you have batteries in California because 873 00:33:41,039 - > 00:33:41,920 you have to be to the grid. 874 00:33:42,319 - > 00:33:45,440 So the answer that's a hard one because it just varies by 875 00:33:45,440 - > 00:33:46,480 utility and location. 876 00:33:46,720 - > 00:33:46,960 Dr. Leeanne Aguilar: Yeah. 877 00:33:47,119 - > 00:33:50,880 And on average, what would you say is the time for return on 878 00:33:50,880 - > 00:33:51,200 investment? 879 00:33:51,519 - > 00:33:54,559 SPEAKER_00: Again, that's gonna vary on where you are and how 880 00:33:54,559 - > 00:33:55,279 you finance it. 881 00:33:55,519 - > 00:33:58,400 If you went with what's called a power purchase agreement, PPA, 882 00:33:58,480 - > 00:34:00,400 you're just paying for the electricity the system makes. 883 00:34:00,559 - > 00:34:00,960 That's it. 884 00:34:01,039 - > 00:34:04,640 So you're literally saving money the first day it got turned on 885 00:34:04,799 - > 00:34:06,480 and probably for the next few decades. 886 00:34:06,720 - > 00:34:08,079 So there's no ROI discussion. 887 00:34:08,159 - > 00:34:10,000 I have read this on Reddit a thousand times. 888 00:34:10,079 - > 00:34:11,199 Hey, what's my ROI on this? 889 00:34:11,280 - > 00:34:13,039 How long is it gonna take to break even? 890 00:34:13,360 - > 00:34:13,920 Depends. 891 00:34:14,000 - > 00:34:15,199 Are you paying cash for it? 892 00:34:15,360 - > 00:34:16,800 Are you doing a PPA? 893 00:34:16,960 - > 00:34:18,719 Kind of like a lease, if you think of it that way. 894 00:34:18,800 - > 00:34:19,039 Okay. 895 00:34:19,199 - > 00:34:19,440 SPEAKER_02: Yeah. 896 00:34:19,599 - > 00:34:22,880 SPEAKER_00: Um, if I'm paying cash for it, other variables, 897 00:34:23,039 - > 00:34:24,159 what's my utility price? 898 00:34:24,320 - > 00:34:27,519 Am I in, I don't know, Missouri, where the average price of 899 00:34:27,519 - > 00:34:31,840 electricity is 12 cents, or am I in Sacramento where my average 900 00:34:31,840 - > 00:34:34,000 price is, you know, maybe 40 cents? 901 00:34:34,719 - > 00:34:36,320 Thinking per kilowatt hour, right? 902 00:34:36,480 - > 00:34:40,480 So that payback period wildly varies, depends on where you 903 00:34:40,480 - > 00:34:40,719 are. 904 00:34:41,039 - > 00:34:42,159 Dr. Leeanne Aguilar: Got yeah, that makes sense. 905 00:34:42,400 - > 00:34:43,920 SPEAKER_00: I mean, never. 906 00:34:44,000 - > 00:34:45,920 I can't even imagine a place where it's not. 907 00:34:46,079 - > 00:34:47,920 I that's it's ridiculous. 908 00:34:48,000 - > 00:34:48,639 Yeah. 909 00:34:49,599 - > 00:34:51,199 Dr. Leeanne Aguilar: So when you look at the competitive 910 00:34:51,199 - > 00:34:54,079 landscape, what will separate the winners from the companies 911 00:34:54,079 - > 00:34:55,679 that struggle over the next few years? 912 00:34:56,079 - > 00:34:57,199 SPEAKER_00: Building better relationships. 913 00:34:57,360 - > 00:34:58,480 Well, let's break that up. 914 00:34:58,639 - > 00:35:01,920 If you're referring to my industry, distribution, build 915 00:35:01,920 - > 00:35:03,199 really good relationships. 916 00:35:03,360 - > 00:35:04,639 That's a big piece of it. 917 00:35:04,880 - > 00:35:08,639 Because if I'm working with some company that I found on an ad, I 918 00:35:08,639 - > 00:35:12,639 clicked on a LinkedIn, they're out of whatever random country, 919 00:35:12,719 - > 00:35:14,880 and it's just because I saw a price that looked really 920 00:35:14,880 - > 00:35:16,400 appealing and I bought it. 921 00:35:16,639 - > 00:35:18,880 Okay, do you have a relationship with them? 922 00:35:19,039 - > 00:35:21,840 What if you get that palette and some of it's broken or it didn't 923 00:35:21,840 - > 00:35:22,800 show up on time? 924 00:35:22,960 - > 00:35:26,079 Or I've had this happen where the first half of the top of 925 00:35:26,079 - > 00:35:28,559 that palette was the correct product, but the bottom half was 926 00:35:28,559 - > 00:35:29,920 some other brand, right? 927 00:35:30,400 - > 00:35:31,679 That's happened before too. 928 00:35:31,760 - > 00:35:33,920 SPEAKER_02: So oh, yeah, I know. 929 00:35:34,079 - > 00:35:36,559 SPEAKER_00: So when you call your distributor who sent that 930 00:35:36,559 - > 00:35:37,840 to you, do they answer the phone? 931 00:35:38,000 - > 00:35:39,119 Do they solve the problem? 932 00:35:39,440 - > 00:35:42,719 Will they take a loss on something just to make things 933 00:35:42,719 - > 00:35:42,960 right? 934 00:35:43,440 - > 00:35:43,920 Probably not. 935 00:35:44,000 - > 00:35:46,079 If it's some rando you found on LinkedIn. 936 00:35:46,320 - > 00:35:49,360 Whereas if you were working with Brain Raven, you're just gonna 937 00:35:49,360 - > 00:35:51,519 call me, or you're gonna call Jason, or you're gonna call 938 00:35:51,519 - > 00:35:54,559 somebody on my staff, um, and we're gonna make it right. 939 00:35:54,719 - > 00:35:58,159 So I think that that's a big differentiator in terms of in my 940 00:35:58,159 - > 00:36:00,320 industry is are you responsive? 941 00:36:00,800 - > 00:36:01,760 Are you responsible? 942 00:36:02,000 - > 00:36:03,199 Are you gonna just do the right thing? 943 00:36:03,360 - > 00:36:05,920 Even if it means you kind of take it in the shorts a little 944 00:36:05,920 - > 00:36:07,599 bit every now and then, it's okay. 945 00:36:07,840 - > 00:36:08,719 You gotta do the right thing. 946 00:36:08,880 - > 00:36:10,880 I think that's a big differentiator in my world. 947 00:36:10,960 - > 00:36:13,920 Now, from the other side of it, when you look at solar 948 00:36:13,920 - > 00:36:16,559 installers, for example, it's such a hot mess. 949 00:36:16,639 - > 00:36:18,800 We were talking about how immature the industry is. 950 00:36:18,960 - > 00:36:21,840 Those that are out there that I've got a friend of mine who 951 00:36:21,840 - > 00:36:25,280 owns a solar company just east of San Francisco, and he knows 952 00:36:25,280 - > 00:36:28,800 how to read spreadsheets, do budgets, do job cost analysis. 953 00:36:28,960 - > 00:36:30,400 He's a true businessman. 954 00:36:30,559 - > 00:36:34,000 I mean, he really, really runs a well-run company because he 955 00:36:34,000 - > 00:36:34,719 knows what he's doing. 956 00:36:34,880 - > 00:36:35,840 That's going to differentiate. 957 00:36:36,159 - > 00:36:38,719 That's why he's been in business for 17 years and probably still 958 00:36:38,719 - > 00:36:39,679 will be, right? 959 00:36:39,920 - > 00:36:41,760 Whereas a lot of solar companies coming up. 960 00:36:41,840 - > 00:36:45,840 So from the solar installer side of the business, those that make 961 00:36:45,840 - > 00:36:48,719 it are those that actually have someone on board who knows what 962 00:36:48,719 - > 00:36:51,199 the heck he's doing or she's doing, right? 963 00:36:51,760 - > 00:36:53,519 And a lot of them do not. 964 00:36:53,760 - > 00:36:56,719 And so that's why you're seeing a lot of solar companies fold 965 00:36:56,719 - > 00:36:56,960 right now. 966 00:36:57,039 - > 00:36:59,519 So those are two different uh industries, right? 967 00:36:59,679 - > 00:37:02,880 I'm not the installer, but I do know what they need to work. 968 00:37:03,280 - > 00:37:03,440 unknown: Right. 969 00:37:03,679 - > 00:37:05,760 SPEAKER_00: I'm a targeter, and I know what they need to work 970 00:37:05,840 - > 00:37:06,159 too. 971 00:37:06,400 - > 00:37:07,840 Good relationships, right? 972 00:37:07,920 - > 00:37:09,360 Yeah, that sounds so lame. 973 00:37:09,440 - > 00:37:09,760 I get it. 974 00:37:10,000 - > 00:37:11,599 That's what it's true. 975 00:37:12,000 - > 00:37:12,559 Dr. Leeanne Aguilar: Hope it's true. 976 00:37:12,639 - > 00:37:13,039 It's true. 977 00:37:13,760 - > 00:37:16,559 Now you've you've built companies, fix companies, and 978 00:37:16,559 - > 00:37:18,239 helped scale teams repeatedly. 979 00:37:18,480 - > 00:37:21,519 What is different about building your own company versus helping 980 00:37:21,519 - > 00:37:23,039 someone else grow theirs? 981 00:37:24,000 - > 00:37:25,440 SPEAKER_00: I don't have a security blanket. 982 00:37:25,519 - > 00:37:26,800 There is no safety net. 983 00:37:27,519 - > 00:37:28,639 That's it, right? 984 00:37:28,800 - > 00:37:31,199 When you're you're brought on board as a I don't know, 985 00:37:31,280 - > 00:37:34,559 managing director or whatever company, whether it's temporary 986 00:37:34,559 - > 00:37:36,719 or permanent, whatever, yeah, you probably have a nice 987 00:37:36,800 - > 00:37:38,320 cushy-based salary, right? 988 00:37:38,400 - > 00:37:39,440 You've got a comfort zone. 989 00:37:39,599 - > 00:37:40,880 You can make mistakes. 990 00:37:41,039 - > 00:37:43,679 Uh, you'll still have a job next week. 991 00:37:43,840 - > 00:37:48,639 Um, when you're doing your own thing, as I am, uh there is no 992 00:37:48,639 - > 00:37:49,440 safety net. 993 00:37:50,079 - > 00:37:53,119 So I think the majority of people are probably too 994 00:37:53,119 - > 00:37:59,280 risk-averse to uh do this, which I can tell you that my ex-spouse 995 00:37:59,280 - > 00:38:03,360 is definitely in that camp or did not like the level of stress 996 00:38:03,360 - > 00:38:04,320 I'm willing to take. 997 00:38:04,480 - > 00:38:04,800 Dr. Leeanne Aguilar: Yeah. 998 00:38:04,880 - > 00:38:07,280 SPEAKER_00: Um, because I'm okay operating in that gray zone 999 00:38:07,280 - > 00:38:08,000 where there is no certainty. 1000 00:38:08,320 - > 00:38:09,280 That's the big thing. 1001 00:38:09,519 - > 00:38:11,840 You have to do this, you're gonna have to be brave. 1002 00:38:12,079 - > 00:38:12,559 Bravery. 1003 00:38:12,800 - > 00:38:14,159 Dr. Leeanne Aguilar: A lot of risk, but on the other side, 1004 00:38:14,320 - > 00:38:17,039 flip side, the potential for great rewards as well. 1005 00:38:17,280 - > 00:38:17,679 SPEAKER_00: That's correct. 1006 00:38:17,760 - > 00:38:19,440 I've enjoyed some rewards too, yes. 1007 00:38:19,599 - > 00:38:19,840 Yeah. 1008 00:38:20,079 - > 00:38:21,760 Dr. Leeanne Aguilar: And then there's, I mean, what I love is 1009 00:38:21,760 - > 00:38:22,639 like the flexibility. 1010 00:38:22,719 - > 00:38:24,079 I can set my own schedule. 1011 00:38:24,239 - > 00:38:27,920 I have the um, I can be creative in what I focus on and you know 1012 00:38:28,000 - > 00:38:30,079 how I can make diversify. 1013 00:38:30,480 - > 00:38:32,800 SPEAKER_00: And it's gonna hurt, but I'm also gonna learn from 1014 00:38:32,800 - > 00:38:32,960 it. 1015 00:38:33,039 - > 00:38:35,519 And then from what I just learned, I'm going to make more 1016 00:38:35,519 - > 00:38:36,079 money from it. 1017 00:38:36,320 - > 00:38:36,960 Dr. Leeanne Aguilar: Yeah, yeah. 1018 00:38:37,119 - > 00:38:39,599 SPEAKER_00: And it's just that willingness to accept risk and 1019 00:38:39,760 - > 00:38:40,559 the freedom of it. 1020 00:38:40,639 - > 00:38:41,840 Yeah, it's pretty awesome. 1021 00:38:41,920 - > 00:38:43,039 It's definitely not for everybody. 1022 00:38:43,760 - > 00:38:44,480 Not for everybody. 1023 00:38:44,719 - > 00:38:47,920 Trust me, my mom's been telling me for 20 years, Andrew, I wish 1024 00:38:47,920 - > 00:38:50,400 you would just go get a real job. 1025 00:38:51,280 - > 00:38:52,079 Right, right. 1026 00:38:52,239 - > 00:38:52,559 Dr. Leeanne Aguilar: Yeah. 1027 00:38:52,880 - > 00:38:54,559 SPEAKER_00: Look, mom, I'm must not be. 1028 00:38:54,960 - > 00:38:56,719 You gotta know me by now. 1029 00:38:57,840 - > 00:38:59,679 Dr. Leeanne Aguilar: Now you've emphasized the power of 1030 00:38:59,679 - > 00:39:02,800 relationships, phone calls, and real networking in a world that 1031 00:39:02,800 - > 00:39:05,840 often defaults to automation and text-based communication. 1032 00:39:06,000 - > 00:39:08,880 Why do you think that human connection still matters so much 1033 00:39:08,880 - > 00:39:10,400 in business development? 1034 00:39:10,880 - > 00:39:12,639 SPEAKER_00: It's kind of like what I was just saying a minute 1035 00:39:12,639 - > 00:39:12,960 ago. 1036 00:39:13,119 - > 00:39:17,199 Meaning, if something goes wrong, and it will, it just 1037 00:39:17,199 - > 00:39:19,679 will, you're gonna get the wrong product, not shipped to the 1038 00:39:19,679 - > 00:39:20,880 right place, shipped to the wrong time. 1039 00:39:21,039 - > 00:39:23,440 They didn't give you as much as you had ordered, and you got a 1040 00:39:23,440 - > 00:39:26,559 whole crew on a job site and everything's going sideways on 1041 00:39:26,559 - > 00:39:27,199 something. 1042 00:39:28,079 - > 00:39:30,320 You need to be able to call somebody and talk to them. 1043 00:39:30,559 - > 00:39:32,559 And you need to have faith that they're gonna pick up the phone 1044 00:39:32,559 - > 00:39:34,159 and solve your problem, right? 1045 00:39:34,400 - > 00:39:37,840 Um, I'll not call out the distributor that used to always 1046 00:39:37,840 - > 00:39:40,400 insist that this is back when I was running a solar company, 1047 00:39:40,559 - > 00:39:42,800 everything had to be delivered straight to the job site. 1048 00:39:43,119 - > 00:39:46,239 And we'll call it 15% of the time. 1049 00:39:46,320 - > 00:39:48,639 I got the wrong materials, not delivered to the right place, 1050 00:39:48,719 - > 00:39:49,760 not delivered at the wrong time. 1051 00:39:49,920 - > 00:39:51,039 There was always a problem. 1052 00:39:51,199 - > 00:39:51,440 Right. 1053 00:39:51,920 - > 00:39:55,199 All I could do was text somebody for resolution. 1054 00:39:55,440 - > 00:39:58,800 Oh my good lord, I've got seven guys on a job site. 1055 00:39:58,960 - > 00:40:01,039 I'm paying right now, right? 1056 00:40:01,280 - > 00:40:02,800 I need a resolution right now. 1057 00:40:02,960 - > 00:40:05,199 I'm not emailing you for resolution. 1058 00:40:05,360 - > 00:40:05,760 Exactly. 1059 00:40:05,920 - > 00:40:06,159 Right? 1060 00:40:06,719 - > 00:40:07,760 That's why it's important. 1061 00:40:07,840 - > 00:40:09,920 So when you're doing business development, it's the same 1062 00:40:09,920 - > 00:40:10,239 thing. 1063 00:40:10,320 - > 00:40:13,679 Uh, if I let's say I was a sales guy, which obviously I used to 1064 00:40:13,679 - > 00:40:15,679 be, uh, why would you buy from me? 1065 00:40:16,159 - > 00:40:20,000 Probably because you know, I don't sound pushy or salesy, and 1066 00:40:20,000 - > 00:40:21,599 you can always get me on the phone. 1067 00:40:21,840 - > 00:40:23,679 Uh yeah, kind of always. 1068 00:40:24,000 - > 00:40:25,440 Um that's what people buy. 1069 00:40:25,599 - > 00:40:28,880 It's not because I had a really cute marketing funnel on 1070 00:40:28,880 - > 00:40:33,280 Facebook or I auto-responded or auto-texted, or nothing wrong 1071 00:40:33,280 - > 00:40:34,239 with drip campaigns. 1072 00:40:34,400 - > 00:40:35,679 I get it, they have their place. 1073 00:40:35,840 - > 00:40:38,719 But no one's uh no one's gonna build, you know, buy long term 1074 00:40:38,719 - > 00:40:41,440 from you or work with you in a long term on a larger scale to 1075 00:40:41,440 - > 00:40:45,119 help you scale your business if you're solely reliant on that. 1076 00:40:45,599 - > 00:40:47,280 That also speaks to a generational thing. 1077 00:40:47,440 - > 00:40:50,320 I recognize I'm obviously in my 50s where I grew up in a world 1078 00:40:50,320 - > 00:40:52,639 where yeah, you call people and you talk to them on the phone. 1079 00:40:52,719 - > 00:40:54,880 Uh, whereas a lot of the employees I've had that are 1080 00:40:54,880 - > 00:40:57,119 three decades younger, they don't call you. 1081 00:40:57,280 - > 00:40:59,119 Everything has got to be an email or a text. 1082 00:40:59,199 - > 00:41:00,320 I don't know if they're afraid of the phone. 1083 00:41:00,400 - > 00:41:02,320 They didn't know that building relationship. 1084 00:41:02,400 - > 00:41:04,880 I'm not sure what the generational gap is, but it's a 1085 00:41:04,880 - > 00:41:05,519 real business problem. 1086 00:41:05,679 - > 00:41:08,000 I've had this conversation with many of my friends for many, 1087 00:41:08,079 - > 00:41:08,639 many years. 1088 00:41:08,800 - > 00:41:10,000 Yeah, what a failure. 1089 00:41:10,239 - > 00:41:11,119 Dr. Leeanne Aguilar: Yeah, it is. 1090 00:41:11,199 - > 00:41:12,000 And no, you're right. 1091 00:41:12,079 - > 00:41:13,519 It is a oh man. 1092 00:41:13,679 - > 00:41:14,320 Yeah, yeah. 1093 00:41:14,559 - > 00:41:16,559 Where we used to fight for the phone, right? 1094 00:41:16,800 - > 00:41:18,880 To get a chance to call our friends or whatever. 1095 00:41:18,960 - > 00:41:20,960 And now they're like, I'm not gonna call you. 1096 00:41:22,079 - > 00:41:25,440 I'm gonna Snapchat you or you know, text you or whatever. 1097 00:41:25,679 - > 00:41:27,119 SPEAKER_00: Hey, well, if it's something simple like pick up 1098 00:41:27,199 - > 00:41:28,639 milk on the way home, send me a text. 1099 00:41:28,800 - > 00:41:29,119 That's fine. 1100 00:41:29,519 - > 00:41:30,320 Dr. Leeanne Aguilar: Sure, sure, right. 1101 00:41:30,480 - > 00:41:33,039 Yeah, or if you're in a meeting, don't want to be interrupted or 1102 00:41:33,039 - > 00:41:35,119 some it's not time sensitive, right? 1103 00:41:35,280 - > 00:41:35,840 But yeah, yeah. 1104 00:41:36,000 - > 00:41:39,360 Yeah, that phone call and relationships and just I mean, I 1105 00:41:39,360 - > 00:41:42,400 mean, it's cultivating trust, you know, I think. 1106 00:41:42,480 - > 00:41:44,000 And and uh yeah. 1107 00:41:44,639 - > 00:41:48,400 So final question, Andrew, as you look ahead, what's your 1108 00:41:48,400 - > 00:41:50,239 broader vision for Green Raven? 1109 00:41:50,400 - > 00:41:52,960 And what advice would you give to entrepreneurs or commercial 1110 00:41:52,960 - > 00:41:55,840 energy leaders trying to build something meaningful in a fast 1111 00:41:55,920 - > 00:41:56,880 changing market? 1112 00:41:58,079 - > 00:41:59,360 SPEAKER_00: Be informed. 1113 00:42:00,159 - > 00:42:02,239 Honestly, that's the so much. 1114 00:42:02,320 - > 00:42:04,400 That's like such a vague answer I know. 1115 00:42:05,199 - > 00:42:08,719 Obviously, today's world is all about tax credits and blah, 1116 00:42:08,800 - > 00:42:09,440 blah, blah, blah, blah. 1117 00:42:09,920 - > 00:42:12,320 I know everything I could possibly get my hands on because 1118 00:42:12,320 - > 00:42:15,440 this is what I do when I'm not actively working, is I'm reading 1119 00:42:15,440 - > 00:42:20,239 about fiat compliance and whatever tax situations and what 1120 00:42:20,239 - > 00:42:22,320 manufacturers and how the components work. 1121 00:42:22,400 - > 00:42:24,079 And I need to be informed. 1122 00:42:24,239 - > 00:42:27,039 So that'd be one learn your market, whatever your industry 1123 00:42:27,039 - > 00:42:28,639 is, learn it inside and out. 1124 00:42:29,039 - > 00:42:30,480 Uh, gather data. 1125 00:42:30,639 - > 00:42:34,000 I mean, for God's sake, if you're an installer, job cost 1126 00:42:34,000 - > 00:42:35,519 analysis matters. 1127 00:42:36,000 - > 00:42:36,960 It just does. 1128 00:42:37,119 - > 00:42:39,679 You need to know where the holes in the boat are. 1129 00:42:39,920 - > 00:42:42,639 If you're not doing job cost analysis, you have no idea. 1130 00:42:42,880 - > 00:42:43,679 You're just guessing. 1131 00:42:43,760 - > 00:42:47,360 I've seen that a ton of times, and I don't get it. 1132 00:42:47,519 - > 00:42:50,320 Gather data points, make decisions based on data. 1133 00:42:50,559 - > 00:42:52,719 And if you don't know how to, then hire someone who does. 1134 00:42:52,960 - > 00:42:55,039 That's probably the best staying that's part of staying informed. 1135 00:42:55,119 - > 00:42:55,519 Dr. Leeanne Aguilar: Be informed. 1136 00:42:56,159 - > 00:42:56,480 Right, right. 1137 00:42:56,639 - > 00:42:59,039 Data start knowing your numbers, exactly. 1138 00:42:59,360 - > 00:43:00,719 Yeah, and be informed. 1139 00:43:00,880 - > 00:43:02,000 That's great advice. 1140 00:43:02,400 - > 00:43:04,000 Andrew, thank you for joining me. 1141 00:43:04,159 - > 00:43:07,199 How can listeners learn more about you and Green Raven? 1142 00:43:07,440 - > 00:43:09,440 SPEAKER_00: Well, obviously, anyone could go to our website, 1143 00:43:09,519 - > 00:43:12,159 which is just go greenraven.com. 1144 00:43:12,239 - > 00:43:13,760 There's tons of info on the company. 1145 00:43:13,840 - > 00:43:15,760 Uh, obviously, you can schedule a call with me. 1146 00:43:15,840 - > 00:43:18,480 I was probably one of the very first LinkedIn users, well, 1147 00:43:18,559 - > 00:43:19,840 actually, I was ever. 1148 00:43:20,239 - > 00:43:20,400 Wow. 1149 00:43:21,360 - > 00:43:25,440 So I'm very easy to find on LinkedIn, except I talk to 1150 00:43:25,440 - > 00:43:25,920 almost everybody. 1151 00:43:26,000 - > 00:43:29,039 It's one of my mentors told me a long time ago accept a call from 1152 00:43:29,039 - > 00:43:29,360 anybody. 1153 00:43:29,440 - > 00:43:30,800 You never know where it's going to lead you. 1154 00:43:30,960 - > 00:43:31,599 And I do. 1155 00:43:31,760 - > 00:43:33,519 So anyone could reach out anytime. 1156 00:43:33,760 - > 00:43:34,159 Dr. Leeanne Aguilar: All right. 1157 00:43:34,320 - > 00:43:35,199 Well, thank you. 1158 00:43:35,679 - > 00:43:38,320 And thank you to our listeners for tuning in to Industry 1159 00:43:38,320 - > 00:43:38,880 Ignited. 1160 00:43:39,039 - > 00:43:41,599 Be sure to subscribe and join us for the next episode. 1161 00:43:41,760 - > 00:43:45,440 Until next time, stay bold, stay curious, and keep igniting 1162 00:43:45,440 - > 00:43:46,239 industry.
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