Siemens

includes Siemens Energy

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 29, 2023 by David Groarke · said 15 times in 5 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Damien Beauchamp (10), Rafi Garabedian (1), Lara Pierpoint (1), Julian Spector (1), Dr. Tatiana Mitrova (1), David Groarke (1)

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2025 12 mentions in 2 episodes 6 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode

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Everything said about Siemens, oldest first

Jun 29, 2023 positive
Assertion Supported
Groarke: Grid AI market is worth billions across 50-plus use cases
“It's worth billions. There's fifty-plus use cases depending on how you define a use case. There's hundreds of vendors in this space, from startups to conglomerates, the existing grid giants, Siemens, Schneider Electric, GE, etc.”
David Groarke Jun 29, 2023 ▶ 11:41 Will poor data hold back the potential of AI on the grid?
Mar 12, 2025 bearish
Opinion
Garabedian: Siemens, ThyssenKrupp, and Cummins margin models will fail in hydrogen
“If you look at the incumbent electrolyzer producers they're the big industrials. I'm talking about companies like Siemens and ThyssenKrupp Cummins, who are not in the business of mercilessly driving cost out of their products, right? They're heavy industrial s…”
Rafi Garabedian Mar 12, 2025 ▶ 30:49 Electric Hydrogen’s bet on supersized electrolyzers
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