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Market Updates With Joe

The Climate Gap

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Episode  ·  47:51  ·  Dec 16, 2025

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In this market update episode, Lewis Martin is joined by analyst Joe Aamidor to break down what’s really happening across smart buildings, energy management, and OEM digital strategy.They dive into Siemens’ recent moves around Brightly, Setmetrics and XOI, and why this signals a deeper structural shift rather than a one-off acquisition. Joe explains how CMMS platforms are becoming a critical control layer, why asset intelligence and energy analytics are converging, and how OEMs are quietly scaling their digital services behind the scenes.The conversation also covers the rise of CMMS plus energy platforms, what the ECOTRAK and ENTOUCH Controls deal tells us about small commercial buildings, why residential HVAC softness matters to the wider market, and what Deloitte’s latest real estate AI survey reveals about stalled expectations and implementation challenges.They close with quickfire views on open versus closed systems, where real value is emerging in building tech, and whether multi-site retail or commercial real estate will see faster technology adoption over the next five years.A grounded, data-driven discussion for anyone building, buying, or investing in smart building and energy technology.The Climate Gap is powered by Element Six. Element Six specializes in addressing talent challenges across the built environment and climate technology sectors. Partnering with technology vendors and solutions providers delivering decarbonization solutions, helping them find the leaders and teams they need to scale.Decarbonizing the built environment takes bold ideas and brilliant people. Element Six brings them together. Hosted on Acast. See acast.com/privacy for more information.

47m 51s  ·  Dec 16, 2025

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