It was becoming clear as we talked: Success theater, the fear of being wrong, is why big companies like GE are afraid, at some level, to name things as they are. GE saw Durathon as a big business that could only get bigger, but in truth, it was an experimental start-up with significant risks. It was a very GE mentality: we made this commitment, so we have to do it, and if we build it they will come.
