General Motors, every mention

37 scenes · ← back to General Motors

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every year anyone David Rosenthal 22Ben Gilbert 7David Senra 3Charlie Munger 2Michael Mauboussin 1Doug DeMuro 1Brad Gerstner 1

Verbatim, from the transcripts: the passages where General Motors comes up

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Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired May 18, 2026 · 1 mention

Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired Apr 14, 2026 · 4 mentions

Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired Mar 5, 2026 · 3 mentions

10 Years of Acquired (with Michael Lewis) · Acquired Dec 15, 2025 · 1 mention

Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired Oct 27, 2025 · 1 mention

  • ▶ 3:13:26 David Rosenthal I feel like Ben Thompson used to write about this, that it was the American holy trinity of General Motors and the NFL and Procter & Gamble.

TSMC · Acquired Jan 21, 2025 · 1 mention

  • ▶ 2:03:59 Ben Gilbert I mean, if the Toyota production system is an example where Toyota tried to, there was that factory, that joint venture with, was it GM?

Mars Inc. - The Chocolate Story (Audio) · Acquired Dec 16, 2024 · 2 mentions

  • ▶ 56:10 David Rosenthal Pierre is also running General Motors at this point in time because DuPont is the largest shareholder in GM.
  • ▶ 1:31:46 David Rosenthal But he knew that if he was gonna scale, like, he wants to be DuPont here, you know, he wants to be General Motors.

Meta (Audio) · Acquired Oct 28, 2024 · 2 mentions

  • ▶ 3:40:44 David Rosenthal General Motors, GM, who by the way was not a particularly large Facebook advertiser, announces publicly to the world that they are pulling all their spend off of the Facebook platform because it's not effective.
  • ▶ 3:41:25 David Rosenthal They raise sixteen billion dollars at a one hundred and four billion dollar market cap, making it, I think, the third largest IPO of all time at that point behind Visa and, ironically, General Motors coming out of, uh, the bankruptcy…

Renaissance Technologies (Audio) · Acquired Mar 18, 2024 · 1 mention

Charlie Munger (Audio) · Acquired Oct 30, 2023 · 2 mentions

Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired Sep 20, 2023 · 1 mention

  • ▶ 1:09:33 Doug DeMuro Truly, especially the big three, Ford, GM, and Chrysler, would just make trash, and a certain subset of people would buy it because it was either, either because it was domestic or because they didn't know any better.

Lockheed Martin (Audio) · Acquired May 30, 2023 · 4 mentions

  • ▶ 7:07 David Rosenthal This is including Charles Kettering, the founder of Delco and head of research at GM as part of this.
  • ▶ 7:16 David Rosenthal So the idea was they were going to build the General Motors of the Air.
  • ▶ 7:38 David Rosenthal Now, shortly after this maybe harebrained GM of the air idea comes together, and Lockheed gets sold to the Detroit Aircraft Corporation, the stock market crash of 1929, and the Great Depression happens, and DAC predictively goes bankrupt.
  • ▶ 22:09 David Rosenthal Yeah, very different from how the automobile industry evolved, where, like, obviously Ford and GM and whatnot, they're making their own engines.

Sessions: David Senra (Founders Podcast) · Acquired Mar 29, 2023 · 3 mentions

Enron · Acquired Nov 29, 2022 · 1 mention

  • ▶ 2:29:37 Ben Gilbert Isn't that crazy that, like, this was the largest at the time, 20 years ago, but now you've got Lehman, Washington Mutual, WorldCom, GM, like, much bigger bankruptcies than Enron since.

Benchmark Part I · Acquired Sep 28, 2022 · 6 mentions

  • ▶ 23:46 David Rosenthal His whole family worked on the production lines for General Motors.
  • ▶ 24:19 David Rosenthal Which was a training school for members of General Motors employees' families, and the idea was it was kind of like a quasi-vocational school to get them ready to work in the industry.
  • ▶ 24:33 David Rosenthal So I believe he works in the company for a little while, and then he ends up getting a chance to go to the prestigious Stanford Business School.
  • ▶ 57:38 David Rosenthal His family was also a General Motors family.
  • ▶ 1:56:42 David Rosenthal The car companies call them up, GM, General Motors, you know, the original, like, the DNA of two of the partners, you know, they want to do the same thing.
  • ▶ 1:57:46 David Rosenthal Like if we have a relationship with Goldman Sachs, if we have a relationship with General Motors, if we have a relationship with Toys R Us and Nordstrom, isn't that helpful to all of our other entrepreneurs?

Nvidia: The GPU Company (1993-2006) · Acquired Mar 28, 2022 · 1 mention

  • ▶ 1:42:30 Ben Gilbert It's weird that I know that, but I think that's right in an op-ed about how there were, whatever it was, 70 car companies before we narrowed it all the way down to Ford, GM, and Chrysler.

Altimeter (with Brad Gerstner) · Acquired Mar 15, 2022 · 2 mentions

  • ▶ 6:57 David Rosenthal Was it a, like, a GM?
  • ▶ 6:59 Brad Gerstner Yeah, it was, it was a supplier to GM, a supplier to Ford at the time, and remember, our auto industry was under assault by the Japanese auto manufacturers.

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired Oct 5, 2021 · 1 mention

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