[vnorby]

I worked at Nest on their professional distribution channel for some time. The thermostat market is dominated by professional sales (80-90% are sold and installed by professional HVAC contractors) whereas Nest traditionally sold through to a consumer/DIY audience. Nest has a very steep uphill battle against Honeywell the way Apple has had an uphill battle against Windows in large enterprise. Nest just has more mindshare amongst the tech/early adopter community.

[toomuchtodo]

I don't disagree its an uphill battle. I'm arguing that Google is a cash machine, and Honeywell is not. Google could continue forever trying to push Nest if they wanted to.