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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Odd Lots · Lots More on the Ongoing Mess That Is Boeing · 25 Oct 2024 podcast

We can provide

government resources to stabilize a very bad financial situation with loan guarantees or, you know, pension bailouts or something like that.

And of course there's long lead advanced technology development, semiconductors, whatever.

Artificial intelligence, you know, just DARPA sort of stuff.

But the stuff in between, favoring industries in one way or another, we don't have a lot of experience with and policy ma makers are you know, it's not really clear exactly what they would do to further that goal.

Yeah, you know, I mean it's pretty much the same thing and it's it's no dig at at China itself.

You know, I mean, if they were to privatize Comac and not make it part of the, you know, Central Committee or the Communist Party, I I think they'd be probably be pretty darn good.

And it would and if better still, if they could become a global enterprise and say, We're gonna buy best technologies all over the world, they'd be really good.

But right now, they're basically the the D M V with wings trying to build a it's a little embarrassing, frankly.

Yeah, thanks for asking.

Great great question.

I guess the mood at Farnborough this year, outside of London, was excuse me, where's our planes?

We've been waiting for a supply chain and production recovery for some time now.

And you talked with

supply chain managers

And they were apologetic and they said, Well, look, we're you know, we've got a roadmap to map to seeing

the results from investments we're making at various levels of the supply chain.

This wasn't one hundred percent.

completely convincing, but hey, there's it sounds like they are starting to make those investments.

So in a year or so we might begin to see

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