Richard Aboulafia
speaker
165 appearances
1 recordings
1 series
first heard Oct 2024
last heard Oct 2024
Richard Aboulafia’s voice in public audio — every appearance, attributed to the second.
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Appearances
Uh you can make an argument triple seven X has been kind of halfway to a clean sheet as a major derivative.
And that's something, but you can see that if something new isn't launched in the next four or five years, they're gonna have a really hard time reconstituting that that muscle memory, that core knowledge.
You know, that depends on leadership.
You know, the previous leader, Dave Calhoun, as we discussed, you can see that the future right there.
It was, you know, either a glide soap into the ground or a breakup.
And I think they were probably thinking about their breakup options.
Kelly Ortberg, that's the big change.
Of course, his track record is is not absolutely perfect, but there's still a lot of hope.
I mean he's somebody who knows the industry, who cares about the industry.
We're kind of hoping that with him at the helm there is a chance of getting things back on track and for the company to survive and perhaps even uh be restored to health in something like its current incarnation.
The good news is not really the bad news is yes we can about Boeing's defense side.
Okay.
So it's
Right.
It's pretty unique to Boeing and it gets back to the roots of the worst in class management that ran Boeing in the last decade and into this one.
Basically they made the strategic decision to sign a bunch of incredible money losing contracts.
And and of course the US military was fine with that.
You know, you want your investors to pay for our weapon systems?
Great.
And the strategy was to use the amazing, incredible revenue from their com unstoppable commercial jetliner cash flow to basically subsidize the defense.
Showing 81–100 of 165 · page 5 of 9
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