I agree with the things stated in this article. This is definitely the source of the problem and a huge liability. The thing that surprises me is that the leadership, even though this was identified as a big problem, decided not to tackle it first and is trying to raise cash via selloffs. What’s the point of trying to raise cash when you got such a big money-burner at the other end?
https://www.bloomberg.com/news/articles/2018-11-28/ge-s-money-pit-how-a-15-billion-hole-could-get-costlier-to-fix