Embarcadero Labs · Blog
Field notes
Field notes from the team building agentic physical AI and Ten4: capturing how physical work is done, at the moment of work.
Exactly how large is the US HVAC market?Expert estimates run from $20B to $300B and none of them is right. No single answer is right here and we split the market into four layers to attempt a partial solution. We build estimates bottom-up and top-down, which yields an estimate of $175B of US end-customer spend in 2025. Then, we dive deeper into the data-center slice that drove 2025's growth, plus we compare the widely-quoted technician-shortage story against federal data.
Do Meta's glasses send your job site to Meta?How are your recordings handled by Meta's smart glasses? Are you sharing your data with us or them? Embarcadero's app uses only two of the available five routes that keep things off the Meta cloud, as the footage travels from the glasses to the phone to our servers. It is never seen in Meta's cloud or their AI training.
Can you use cheap camera glasses to get the job done?We are reverse-engineering a $90 pair of camera glasses into a Python SDK, with Bluetooth control, remote photo/video/audio capture, 12-minute video, and cloud-free Wi-Fi media transfer.