Major American aerospace manufacturer referenced as example of accessible manufacturing workforce.
“if there's not strong downward pressure on cost, your incentives are just not aligned with moving fast.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.
“Lilly winning, Walmart winning, FedEx winning... Boeing winning, the US military winning”
Source→“An airline company needs to procure a bolt for, say, Boeing needs to procure a bolt.”
Source→“None of the other commission members did that... He's fiercely independent. He's highly truth-seeking and he has zero time for unnecessary diplomacy.”
Source→“Boeing initially accused the pilots of not being trained well enough.”
Source→“Dominic Gates's 16-year Boeing beat led to Pulitzer-winning 737 MAX coverage.”
Source→“Peter Robison — Author of 'Flying Blind,' a book on the Boeing 737 MAX scandal.”
Source→“Peter DeFazio — Head of the House committee investigating the 737 MAX, described as very active.”
Source→“Boeing has been paid, I think, probably more than we have been paid, to develop their human capsule. So we're just going to let them have some business”
Source→“Demand for new planes to update an aging commercial fleet is driving the bulk of exit activity, as Boeing and Airbus look to balance expanding production with maintaining older planes.”
Source→“Archer Aviation (NYSE: ACHR) agreed to acquire Wisk Aero, SkyGrid and Insitu from Boeing (NYSE: BA).”
“Boeing is shedding advanced aviation technology subsidiaries to a startup, suggesting either capital pressure, strategic refocus, or recognition that these assets have more value inside a pure-play operator.”
“They're not even building new airplanes anymore, let alone innovative new airplanes.”
Source→“IBM Corp. is acquiring HRL Laboratories, a quantum computing research lab jointly owned by Boeing Co. and General Motors.”
Source→“Walden Robotics raised $300M at a $1.1B valuation with co-lead from Toyota and participation from NVIDIA, Boeing, Samsung, and Prologis.”
Source→“There are so many capital cycles going on at the same time. I've never seen this many going on at the same time in my career. We have the aerospace cycle. Boeing and Airbus have a trillion dollars of backlog over the next 10 years.”
Source→“"Kelly Ortberg selling planes. He's already sold 200. He wants to sell 500 planes." — Jason Calacanis”
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