That's a big question.
One thing is that there is no mission-oriented policy to say how we're going to do this over the next number of decades. We're talking about essentially retrofitting the entire building stock. We have had programs, but they seem to be in a boom-and-bust dynamic. They come and they go away. You can't really operate a contract or business around that. It's also difficult for customers to understand who to trust in that situation. That's one of the reasons I'm suggesting a financing platform approach, which would be able to recycle capital. It could help us get away from that boom and bust.
The other thing is that we need to retrofit differently. Right now, we retrofit in quite an artisanal or bespoke way—every single building, one at a time. If we're talking about retrofitting the entire building stock, we could think about it as more of an industrial process. This is what Dan has pioneered by using panelized construction to industrialize the retrofit process more.
