Brian Roberts has always been ambitious for Comcast to make it as big as it is, a $200 billion market value company. NBC Universal is no longer a size where it can compete effectively against Disney or Apple or Amazon. Warner Brothers Discovery is sort of subsized and has a lot of great assets, but too much debt.
Before the mega-cap tech giants, there was General Electric.
William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:
- Jack Welch, and the religion of earnings consistency. - The mythology behind General Electric’s birth. -General Electric’s “time of death”. - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.”
Host: Ricky Mulvey Guest: William D. Cohan Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks
Companies discussed: GE, DIS, WBD, CMCSA
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