As someone that is in the field trust me he is on to something here. There is tons and tons of money to be made in energy and technology. They are very, very lacking in this market as the Honeywell's, Johnson's have been standing pat for the past decades. Most people and businesses have very little clue about their actual energy usage and cost. They don't realize they're being screwed by energy companies using out dated technology. But hey the more people want to ignore the more business for me.
Here's a hint go check out one of Cisco's latest acquisitions.