General Electric, every mention
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tap a year for its mentions
every year anyone Shayle Kann 9Brett Kugelmass 3Akshat Rathi 2Steve Piper 1Pierre Lafarge 1Nat Bullard 1Mario Fernandez 1Chris Colbert 1Andy Lubershane 1
Verbatim, from the transcripts: the passages where General Electric comes up
The electrician shortage slowing the AI boom
- ▶ 0:58 Shayle Kann Or on the power side, they could buy gas turbines to throw behind the meter from GE or Siemens, or an air derivative supplier, or they can sell out Bloom's fuel cells for years and years and years.
Inside the AI power wars
- ▶ 28:30 Shayle Kann Starting with, okay, so everybody, as far as I could tell, is trying to get their hands on gas turbines, and, you know, everybody's buying from GE Mitsubishi Siemens if they can.
Five big questions about the future of energy
- ▶ 24:23 Shayle Kann Like the three big ones are GE, Mitsubishi, Siemens, and they control 70 plus percent of the market.
Calibrating hype with Akshat Rathi
- ▶ 39:51 Akshat Rathi yeah, it's Siemens, GE, and Mitsubishi, which are the three giants, um, to the extent where it 2 times in the scene
PJM and the capacity crunch
- ▶ 23:09 Steve Piper Prices like this are a strong signal for new gas generation, and turbines are being ordered, you know, GE, Siemens,
The U.S. nuclear groundswell
- ▶ 28:16 Chris Colbert You know, unlike, you know, a two-on-one CCGT, which you can go out and talk to Siemens or GE or, you know, Alstom or whoever's out there doing those now, they have proven designs.
Serving data center load with carbon capture
- ▶ 5:06 Shayle Kann Okay, so lots of planned new natural gas build-out, though subject to the constraints you described, right, like turbines are backlogged until, I don't know, GE has said, 20, 29 or twenty-thirty or something like that, and prices have gone…
- ▶ 27:32 Shayle Kann Offerings, as opposed to, okay, I'm going to buy my turbine from GE, and then I'm going to pick my capture technology from somebody else, and I'm going to stick them together. 2 times in the scene
FOAK tales
- ▶ 16:50 Mario Fernandez Projects where, you know, you're using a G turbine that has been deployed thousands of times, and still a lot of things went wrong in building this mega project.
Making DERs work for load growth
- ▶ 26:37 Pierre Lafarge You know, General Electric, Ford, they delivered the post-war economy, and it was unlocked by a historic upfront investment in the US electric grid.
Climate tech’s tough year in the public markets
- ▶ 6:11 Shayle Kann Do you include General Electric, for example? 2 times in the scene
The early days of AI on the grid
- ▶ 29:15 Shayle Kann You, you alluded to this before in the first wave, you know, a lot of what ended up happening, you know, it was Schneider and Eaton and GE and Siemens and ABB and the, the typical large utility vendors who ended up rolling out most of the…
Four ways to store sunlight
- ▶ 53:52 Andy Lubershane And the, the natural gas turbine OEMs, there's really, you know, sort of a big three turbine OEMs, GE, Siemens, and Mitsubishi, are basically offering them the answer to this conundrum, which is, you can buy these retrofit-ready
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- ▶ 31:06 Nat Bullard You know, Hitachi or GE.
Strong opinions on SMRs
- ▶ 18:06 Brett Kugelmass So you tell me what happened with GE, and I'll tell, like, I know a little bit about the new scale one, but it's like, these are so insignificant from my perspective. 2 times in the scene
- ▶ 35:58 Brett Kugelmass Westinghouse building gigawatts of reactors out there, New Scale paired up with KGHM, the copper company, um, uh, GE paired up with Synthos, the chemical company, and then my company, Last Energy.