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Masters of Scale

Finding opportunity in volatility, with GE Vernova CEO Scott Strazik

Masters of Scale

WaitWhat

Entrepreneurship, Business, Management, Reid Hoffman, Mindset, Diversity & Inclusion, Jeff Berman, Bob Safian, Startups

4.64.4K Ratings

🗓️ 15 April 2025

⏱️ 37 minutes

🧾️ Download transcript

Summary

Amid tariff whiplash and the rejuggling of global trade, GE Vernova’s CEO Scott Strazik is finding a way to stay “relentlessly optimistic.” Strazik returns to Rapid Response to share how the company plans to continue its success as one of Wall Street’s top-performing stocks, despite looming supply chain disruption, and an evolving conversation about climate and the energy transition. Strazik also reflects on rising trends in wind and nuclear energy, and why staying agile matters more than ever.

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Transcript

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0:00.0

CRM should speed up your growth, not slow you down, which is why so many business leaders use ATEO.

0:07.4

Atio is the AI-native CRM built for ambitious visionaries who refuse to settle.

0:12.4

It's more than just flexible, it's basically limitless, seamlessly adapting to your unique data

0:17.5

and effortlessly scaling your company from seed stage to industry leader.

0:22.1

Atio auto enriches your contacts, syncs emails and calendars, and generates AI-driven insights

0:27.3

in minutes, getting rid of the busy work that clogs your workday.

0:31.0

Top innovators like Flat File, Replicate, and Modal are already on board.

0:35.8

Head to atio.com slash MOS for 15% off your first year.

0:40.3

That's A-T-T-I-O.com slash M-O-S.

0:45.7

If you're building with AI, performance isn't a nice to have. It's your competitive edge.

0:51.8

Turing helps enterprises and AI labs alike supercharge their LLMs, unlocking

0:57.2

sharper reasoning, stronger code output, and richer multimodal capabilities, all by vetted AI and

1:04.5

STEM experts. And better models mean better products and faster growth. Turn cutting edge research into real-world impact with Turing.

1:14.2

Learn more at Turing.com.

1:20.0

We're not going to suck our thumbs and cry in our beer as things kind of change.

1:25.8

You know, we want to use change as an opportunity to improve.

1:29.4

Now, tariffs can create cost challenges. We're not immune to that certainly in the near term,

1:35.9

but again, is that something that we're going to be stuck in the mud over? You know, even in the last

1:42.1

five days, there's some learnings that we'll be able to use to our benefit from here.

1:59.0

That's Scott Strazik, CEO of GE Vernova, the energy arm of GE that spun out as its own company a year ago.

2:07.3

Scott was initially a guest on this show last year, and I wanted to talk with him again to hear how he's managing amid the Trump administration's tariffs and the rejuggling of global trade.

2:18.5

GE-Renova had a tremendous 2024 among the top-performing stocks for the year,

...

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