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Show Notes

(00:03:28) - (First question) - An introduction to the aerospace industry and Boeing's role in it

(00:06:31) - Boeing's business model today

(00:10:42) - How the aerospace industry settled into a duopoly

(00:13:20) - Costs associated with airplane manufacturing

(00:14:52) - The life expectancy of an aircraft

(00:15:36) - Dealing with the supply coordination problem

(00:18:29) - The Boeing and McDonnell Douglas merger

(00:21:41) - Problems Boeing has faced over the past five years

(00:26:34) - How leadership turnover has permeated through Boeing

(00:28:53) - Competitive headwinds Boeing can face

(00:34:00) - How Boeing will grow in the aerospace industry

(00:38:29) - Boeing's eVTOL strategy

(00:42:32) - What is impacting the profitability of the business

(00:42:28) - The biggest challenge facing the aerospace industry

(00:45:47) - Lessons learned from studying Boeing