The really big payoffs could come with the B and C tranches, which are cheap now but might increase in value after United rejiggers its fleet.

FORBES: Magazine Article

In exchange for a more substantial energy-bill savings (5-10% of the summer's air-conditioning tariff), participating customers agree to an "Auto-Tune" of their Nest, a three-week adjustment period where the algorithms plan a regime that routinely rejiggers air-conditioning use during the day.

CNN: Nest's plan to stop brownouts before they start