Barron's Streetwise GE’s Super-Vernova. Plus, Disney and A.I. Moviemaking
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Dec 12, 2025 In this engaging discussion, Andrew Oban, an energy and power markets analyst at B of A Securities, dives deep into GE's Vernova and its role in the future of energy. He highlights how Vernova's focus on gas turbines and electrification sets it apart. Andrew reveals the impressive growth trajectory of the business and the factors driving rising electricity demand. The conversation also touches on GE's spin-offs and their unexpected market performance, providing listeners with unique insights into the industrial sector's evolution.
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Failed DIY Avengers Sequel Plan
- Jack attempted to script a cheaply made Avengers sequel using AI tools but hit IP and runtime limits.
- Disney's OpenAI deal spurred his half-serious plan but Sora's 15–25 second nonpaying limits stalled the project.
Split Revealed Hidden Value
- GE's split into three companies dramatically unlocked shareholder value after years of underperformance.
- The spun-off pieces outperformed major indices and tech winners since the breakup announcement.
Vernova's Gas Turbines Are The Star
- GE Vernova unexpectedly became the firm's star because gas turbines are now wildly in demand.
- Electrification and data-center growth drove a surge in orders and backlogs through the decade.