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cover of episode GE Vernova tries to shake its parent’s problems

GE Vernova tries to shake its parent’s problems

2025/5/14
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Behind the Money
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Amanda Chu
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Bill Richards
B
Brian Carlson
S
Scott Strasik
W
William D. Cohen
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Topics
Amanda Chu: 作为记者，我观察到通用电气Vernova从通用电气分拆后，受益于人工智能和制造业回流带来的电力需求激增，实现了显著的业绩增长。然而，这种增长是否可持续，以及精简运营模式是否能帮助其避免通用电气过去的困境，仍然存在疑问。斯克内克塔迪的居民对通用电气Vernova能否真正改善当地经济持谨慎态度，因为他们已经经历过通用电气衰落带来的痛苦。 Scott Strasik: 作为通用电气Vernova的CEO，我认为公司目前正处于一个投资超级周期中，我们有能力抓住这个机遇。我亲身经历了通用电气由盛转衰的过程，因此我致力于将通用电气Vernova打造成一个更加专注、高效的公司。我们将采用精益生产的模式，避免盲目扩张和收购，以确保公司的可持续发展。我相信通用电气Vernova能够重塑辉煌，但我们不会重蹈通用电气过去的覆辙。 Brian Carlson: 作为通用电气Vernova工厂的负责人，我对公司的前景充满信心。我们正在招聘新员工，并对生产的零部件感到自豪。精益生产的模式正在帮助我们提高效率，消除浪费。我很高兴看到年轻一代加入我们的团队，延续通用电气Vernova的传统。 William D. Cohen: 作为通用电气的观察者，我对通用电气Vernova的成功持怀疑态度。我认为它目前的增长是建立在对人工智能的过度炒作之上，一旦炒作消退，通用电气Vernova的股价也会随之下降。我认为分拆企业集团对投资者来说并不是一个好主意，这只是华尔街的又一次炒作。通用电气Vernova的卓越表现并不代表通用电气的重生，而是其终结。 Bill Richards: 作为斯克内克塔迪的居民，我们已经对通用电气失去了信心。通用电气Vernova的股价上涨并没有给我们的生活带来任何改变。我们不指望它能拯救我们的城镇，因为制造业的未来将是高度自动化的，不会像过去那样提供大量的就业机会。

Deep Dive

Chapters
This episode explores the recent success of GE Vernova, a power business spun off from General Electric. It examines whether this success demonstrates the effectiveness of de-conglomeration or is simply a short-lived Wall Street trend. GE Vernova's performance is analyzed as a test case for the broader trend of corporate restructuring.
  • GE Vernova spun off from General Electric and is now arguably the most successful part of its business.
  • The company is experiencing a turnaround due to a surge in demand for energy.
  • The episode will examine whether de-conglomeration is a viable solution to America's industrial challenges or merely a fleeting Wall Street phenomenon.

Shownotes Transcript

Massive conglomerates used to define corporate best practice. Think about a company like General Electric, known as “the everything company”. But today, there’s a new popular model: de-conglomeration. The FT’s former US energy reporter Amanda Chu examines whether this is working for a power business that GE spun off last year – or if it’s just another Wall Street fad. 

Clips from BBC, Bloomberg, DW 

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For further reading:

Rustbelt gamble: GE Vernova rides AI power boom into uncertain future)

Is the US power grid ready to meet the demands of data centres?)

Have America’s industrial giants forgotten what they are for?)

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Follow Amanda Chu on X (@amandalanchu)). Michela Tindera is on X (@mtindera07)) and Bluesky (@mtindera.ft.com)), or follow her on LinkedIn for updates about the show and more. 

Read a transcript of this episode on FT.com) Hosted on Acast. See acast.com/privacy) for more information.