General Electric

also referred to as: ge

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 26, 2025 by Joe Liemandt · said 10 times in 7 episodes since 2025 · across every show →

Mentions by year

brought up most by Joe Liemandt (3), Gavin Baker (2), Matt Smith (1), Henry Ellenbogen (1), Caryn Seidman Becker (1), Andrew Milgram (1), Alex Behring (1)

mentionsepisodesper episode tap a year for its mentions

2026 2 mentions in 2 episodes 1 per episode

Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best Jul 21, 2026 · 1 mention · from 35:01
The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best Feb 10, 2026 · 1 mention · from 21:43
every mention in 2026, scene by scene →

2025 8 mentions in 5 episodes 2 per episode

Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best Aug 26, 2025 · 3 mentions · from 1:54:14
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best Dec 9, 2025 · 2 mentions · from 1:24:48
Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best Dec 16, 2025 · 1 mention · from 45:23
The Data on America's Economic Split | Andrew Milgram Interview · Invest Like The Best Aug 5, 2025 · 1 mention · from 9:07
Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker · Invest Like The Best Jul 8, 2025 · 1 mention · from 4:19
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about General Electric, oldest first

Aug 26, 2025 neutral

Insight

Liemandt on Welch: Enterprise software without customer ROI is worthless

“Jack's like, Joe, I don't care if it comes from heaven above. If general electric doesn't get a return on its investment, your product sucks. You suck. Your company sucks.”

Joe Liemandt Aug 26, 2025 ▶ 2:22:37 Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best

Dec 16, 2025 positive

Assertion Partly supported

Over a dozen US Fortune 500 CEOs started their careers at Danaher

“There's basically over a dozen Fortune, 500 CEOs in the United States who basically started their jobs at Danaher, including the guy who just have turned around GE.”

Henry Ellenbogen Dec 16, 2025 ▶ 45:23 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best

General Electric

Mentions by year

Everything said about General Electric, oldest first

Turn any episode into a week of clips.