Keep pulling the thread on Robert Siegel.
Robert Siegel observes a geopolitical trend of "re-verticalization," where countries increasingly try to control key components of their competitive advantage, including innovation, ideas, investment, and independence.
Robert Siegel suggests that Apple is perceived as being behind in artificial intelligence, which could negatively impact Tim Cook's legacy as he transitions the company.
Goldman Sachs, led by CEO David Solomon, is investing heavily in its Dallas operations.
Robert Siegel argues that globalization is not over but is instead changing and entering a new chapter.
During Jeff Immelt's 16-year tenure as CEO, General Electric's market capitalization declined by approximately $150 billion.
The acquisition of Alstom by General Electric, initially criticized, is now considered one of the most successful deals for the spun-off GE businesses, contributing significantly to profits and revenues.
The 9/11 attacks had a multi-faceted negative impact on General Electric, as the company owned one of the planes, built its engines, and insured one of the World Trade Center buildings.
Robert Siegel assesses Apple's performance under Tim Cook as having the best execution at scale in history, but with less product innovation compared to the era of Steve Jobs.
Willie Walker characterizes General Electric under Jack Welch as being fundamentally a finance company that was "masquerading as a manufacturing company."
Willie Walker believes Apple's innovation under Tim Cook has focused on managing and penetrating markets with existing products like the iPhone and Apple Watch, rather than creating cutting-edge new product categories.
Robert Siegel, who witnessed the development of the personal computer, smartphone, internet, and social media, believes the current AI wave is unprecedented in its speed and global impact.
Graybar, led by CEO Cathy Mazzarella, is an employee-owned company with approximately $13 billion in revenue and 10,000 employees.