The Turbulence of Boeing: Decline and Future Prospects
Samo Burja and Erik Torenberg talk about the decline of Boeing. They discuss Boeing's recent troubles, including fatal crashes and maintenance problems, and how these issues reflect broader concerns about U.S. industrial and military capabilities. The conversation also covers the impact of globalization on Boeing's manufacturing processes, competition with Airbus and emerging Chinese aerospace companies, and the need for innovation and industrial discipline. This detailed analysis provides valuable insights into the challenges and future prospects of the U.S. aerospace sector. Please note there is a small error at the beginning of the discussion when Samo mixed up the 737 Max with 787 Dreamliner, but Samo's original analysis of the 737 Max crash is correct in his Bismarck Brief upon which this episode is based - check it out https://brief.bismarckanalysis.com/p/the-decay-of-boeing 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj -- RECOMMENDED PODCAST: 🎙️ Second Opinion - A new podcast for health-tech insiders from Christina Farr of the Second Opinion newsletter. Join Christina Farr, Luba Greenwood, and Ash Zenooz every week as they challenge industry experts with tough questions about the best bets in health-tech. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1759267211 Spotify: https://open.spotify.com/show/0A8NwQE976s32zdBbZw6bv -- SPONSORS: BEEHIIV 🐝 Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. Go to https://beehiiv.com and use code “MOZ” for 20% off your first three months -- LINKS: Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/ The Decay of Boeing: https://brief.bismarckanalysis.com/p/the-decay-of-boeing -- FOLLOW US ON X: @eriktorenberg (Erik) @samoburja (Samo) @turpentinemedia (Turpentine) -- TIMESTAMPS: (00:00) Introduction (00:40) The Boeing 737 Crashes (03:09) Boeing's Market Position and Risks (18:10) Sponsors: Beehiiv (20:18) Boeing's Future (24:19) US Aerospace Decline (30:36) Lessons from Airbus (43:31) Bismarck Brief on the Decay of Boeing (47:05) Wrap