GE Power

When you've got that level of granularity of data, then you can really start to test how the system is functioning on its normal timescales instead of just making some simplifications about, well, we think that most days the grid operated just fine.

Now you can start to look at, you know, is the grid actually meeting reliability constraints at all moments of the year? So a lot of the modeling that the National Renewable Energy Lab has been doing and others in the field like Enernex and GE Energy with many stakeholders has been to sort of push the envelope on how sophisticated this modeling can get so that we can probe future renewable energy penetrations with some level of credibility I think there's been just a lot of brilliant people throwing themselves against this problem now for about 20 years, and we've made pretty impressive strides.

And so I think that's helped move that target back from those very low levels where people were thinking 20 years ago.

Yeah, absolutely.

But by far the most important decision and what we are known for has been that he split up the company into three parts in 2021.

So you had the big conglomerate now going into a GE Healthcare spinoff, a GE Energy spinoff, which was the company GE Venova.

And then what was left was the aviation business with the original GE ticker that was basically turned into GE Aerospace, the company that we are discussing today.

And when we look at the history of maybe the best CEO decisions ever, this actually might very well be up there.

So we thought that was obviously bad for the entrepreneurs.

We also thought it was bad for our customers, because eventually at Big Machines we signed up big companies like GE Energy for their big turbines, Rolls-Royce for their big turbines.

And some of our customers say to us, "Wow, we wish we'd found you two years ago." We've been tr-

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But, uh, I think, uh, you know, we had a-- Atlanta's a, a surprisingly good, good place to do this.

Obviously, you know, home of Coca-Cola and, and Delta Airlines and, uh, for many years, GE Energy and GE Power were, were based here.

So there's, uh, kind of a, an, uh, a small cadre of us in town who grew up, uh, cutting our teeth on those deals and, uh, and bizarrely sort of doing, uh, doing all of these, uh, uh, interesting emerging market deals out of, uh, out of the South.

Well, let's jump into it.