Blake Scholl
👤 SpeakerAppearances Over Time
Podcast Appearances
And very few companies are willing to disrupt their own business.
I mean, really, I think it takes a founder-led company in most cases.
Like Steve Jobs was willing to destroy the iPod business
In order to create the iPhone business.
Remember, there's a duopoly here.
You'd be right in a normally competitive market with lots of players.
But with Boeing and Airbus, they're only two.
And so you get duopoly type behavior.
One only moves when the other one moves.
Like, why did Boeing do the 737 MAX?
It's because Airbus did the A320neo.
Why did Airbus do the A350?
Well, it was a carbon copy, literally, of the 787.
And so if one moves, the other one kind of copies that move.
And for the most part, they're in a staring competition, nobody wanting to blink.
And so the right now dynamic is Boeing's got to get healthy.
They're in trouble.
They can't do a new airplane.
They've pledged they're not going to do a new airplane.
What is Airbus' motivation?