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Colossus (Invest Like the Best / Business Breakdowns)Podcast27 Sep 2023Source: joincolossus.comHost: Colossus

Boeing: Turbulent Times - [Business Breakdowns, EP.129]

In plain words

This piece explains why Boeing is in trouble. The author says Boeing's 1997 merger with McDonnell Douglas shifted its culture from engineering to finance, causing the 737 MAX crisis and supply chain issues. He warns Boeing and Airbus face bigger threats from themselves than from newcomers like COMAC. Key holdings: Boeing (737 MAX once made 42/month, but revenue fell from over $100B to ~$60B), Airbus (backlog ~6000-7000 planes, but supply chain challenges), COMAC (C919 only 2 in service, no overseas certification).

AI SummaryAI-generated · may contain errors · verify against the original

Boeing, founded in 1916, together with Airbus forms the world's most prominent duopoly. Its business is divided into three segments: commercial, defense, and services, with the commercial segment accounting for nearly 40% of last year's revenue. This episode focuses on the high costs and complexity

~11 min full read · 8 sections
Deep Analysis

At a Glance

Jon Ostrower (Founder and Editor-in-Chief of The Air Current) dissects Boeing: Commercial aircraft manufacturing is "the most complex industrial task undertaken by humanity," and Boeing's 1997 merger with McDonnell Douglas fundamentally altered the company's culture—shifting from an engineering-driven focus to a financial one. This cultural mutation is the root cause of a cascade of subsequent problems, including the 737 MAX crisis and supply chain breakdowns. Ostrower's core thesis is that the greatest threat to Boeing and Airbus does not come from new entrants like COMAC, but from within—a series of compounding missteps are eroding their fundamental capability as "national strategic assets."


Theme 1: Aircraft Manufacturing — The Most Complex Industrial Task for Humanity, with Zero Tolerance for Error

Ostrower believes that the complexity of commercial aircraft manufacturing far exceeds public imagination, and every link must operate flawlessly.

  • Supply Chain Depth: Boeing coordinates thousands of suppliers, which in turn have their own suppliers, with the chain extending 4–6 layers deep in some cases (e.g., specialty metals like titanium). Ostrower describes: "If the public knew how complex it is to get an aircraft from manufacturing to takeoff, they would either never complain again or never fly again."
  • Precision and Tolerance: Tolerance requirements reach one-thousandth or even one-ten-thousandth of an inch. Unlike commercial space ventures such as SpaceX, rockets can wait for perfect weather to launch, while commercial aircraft must fly in adverse weather and be maintained by personnel earning anywhere from minimum wage to $300,000–$400,000.
  • Scale and Rhythm: Boeing once produced 42 737s per month (21 manufacturing days per month, i.e., 2 per day). Ostrower notes: "When you can operate with this level of consistency, without halting production due to supply chain issues or safety crises, it directly reflects in profits and creates a virtuous flywheel within the organization."

Theme 2: The 1997 Merger — A Cultural Mutation Point

Ostrower explicitly identifies the 1997 merger between Boeing and McDonnell Douglas as a turning point in the company's fate, arguing that it fundamentally altered Boeing's corporate culture.

  • Cultural Clash: After McDonnell Douglas leadership took over, they introduced a "very Jack Welch-style, GE-centric" financial mindset, treating the company as a "financial instrument." Ostrower notes: "It changed how Boeing viewed itself as an aircraft manufacturer."
  • The Cost of the Outsourcing Strategy: In the early 2000s, Boeing divested its Wichita and Tulsa plants, creating Spirit AeroSystems (now its largest supplier). This "non-core" divestiture strategy directly led to catastrophic cost overruns in the 787 development — the original budget was less than $5 billion, while the final cost is estimated between $14 billion and $60 billion (depending on the measurement method), representing an overrun of 300% to 900%.
  • Ostrower's Summary: "This is Boeing's core challenge — how to match such a complex, integrated product with an equally complex, integrated, and customer-responsive enterprise. This challenge manifests in multiple ways: project performance, financial performance, and even today."

Theme 3: The 737 MAX Crisis — The Collapse of the Safety Myth and Strategic Continuity

Ostrower argues that the MAX crisis exposed the systemic risks accumulated under Boeing's "faster, better, cheaper" logic, but the company's core strategy has not changed as a result.

  • Root of the crisis: The massive cost overruns of the 787 program ($14–60 billion) forced Boeing to prioritize "speed"—retrofitting the 737 with new engines (i.e., the MAX) rather than developing an entirely new single-aisle aircraft. Ostrower notes: "The cost overruns of the 787 led them to prioritize the rapid delivery of single-aisle aircraft."
  • Design flaw of the MCAS system: The system relied on input from a single sensor, which repeatedly activated based on erroneous data in two accidents, causing the flight crew to lose control. Ostrower emphasizes: "The aviation safety community believes that if MCAS had not existed, neither of these two accidents would have occurred."
  • Strategic continuity: Although CEO Dennis Muilenburg was ousted in late 2019 and David Calhoun took over, Ostrower points out: "Boeing's strategy at the top has not changed. They still measure success by delivering aircraft (growth and replacement) to global airlines, and Wall Street's focus remains on cash generation."

Theme 4: Competitive Landscape — Duopoly Barriers and the New Entrant's Dilemma

Ostrower believes that the barriers to entry in the commercial aircraft manufacturing sector are extremely high, and that COMAC's rise will be slower than many expect, though geopolitical factors are reshaping the competitive landscape.

  • Barriers to entry: Ostrower cites recent failed cases — Canada's Bombardier C Series (technically superior to the 737 and A320, but failed to gain market traction and was absorbed by Airbus in 2018) and Japan's Mitsubishi regional jet (now shelved). He concludes: "One of the hardest things about entering this market is the need for sovereign backing."
  • COMAC's current status: The C919 (in the same class as the 737 and A320) has received certification in China, but only two aircraft are in operation, and it has not obtained certification outside China. Ostrower assesses: "China will become part of the duopoly in the coming decades, but at a slower pace than people imagine. However, when industry collides with geopolitics, it will inevitably affect Boeing and Airbus."
  • Geopolitical risks: China was the first country to ground the 737 MAX and resumed flights much later than the U.S. (only recently). Ostrower notes: "Boeing has become a victim of geopolitics — from trade policies that persisted from the Trump administration into the Biden era, to the current restrictions on iPhones in China, all of which show that these crosscurrents are just as important as supply chain issues."

Theme 5: The Next Decade — Environmental Pressure, Technological Change, and the Survival Test of Business Models

Ostrower believes the next 5–10 years will be the most exciting period for the aerospace industry in 50 years, but environmental pressure and technological change are challenging the entire industry's business models.

  • Environmental Pressure: Aviation accounts for 2%–3% of global carbon emissions. Sustainable Aviation Fuel (SAF) is currently 4–5 times more expensive than traditional jet fuel. Ostrower raises a critical question: "How will this affect ticket prices? Demand elasticity? Will airlines still buy the same number of aircraft?"
  • Technology Experiments: Boeing is collaborating with NASA to develop the "Transonic Truss Braced Wing" demonstrator, with a planned first flight in 2028 — this marks Boeing's first change in aircraft shape since the 707 in the 1950s. Meanwhile, GE is developing an "open rotor engine" (12 feet in diameter, without a traditional nacelle). Ostrower assesses: "Whether these technologies can be brought to market and whether their business cases can be closed will largely determine the landscape of the 2030s."
  • eVTOL and Autonomous Flight: Boeing has fully acquired Wisk, investing over $450 million, with the goal of developing an "unmanned flying glass elevator." Ostrower notes: "Boeing believes that any next-generation new aircraft will feature significant autonomous flight capabilities — driven by the long-term trend of pilot shortages."
  • Ostrower's Ultimate Judgment: "By 2033, the face of air travel will not be what it is today. Costs, regulatory relations, pilot relations — all of these will evolve. And the cost of each technological leap is increasing, which is one of the most consistent patterns in this industry."

Mentioned Positions

Position Analyst Stance Key Data
Boeing Risk Warning (cultural issues, supply chain challenges, geopolitical risks) 737 MAX monthly production once reached 42 units; 787 development cost overrun of 300%-900% (original budget <$5 billion); peak revenue exceeded $100 billion, now approximately $60 billion
Airbus Neutral (also faces supply chain challenges, but no post-MAX crisis legacy) Order backlog of approximately 6,000-7,000 units; A320 entered service in 1987-88
Spirit AeroSystems Risk Warning (Boeing's largest supplier, facing financial difficulties) Created after Boeing divested its Wichita/Tulsa plants in the early 2000s
COMAC Neutral to Cautious (long-term threat, but slow progress) Only 2 C919s in operation; not certified outside China
Bombardier Failure Case (technologically superior but failed to gain market traction) C Series absorbed by Airbus in 2018
Mitsubishi Failure Case (regional jet project shelved) Project terminated
Wisk (Boeing's wholly-owned subsidiary) Bullish (autonomous flight technology validation platform) Boeing invested over $450 million
Jet Zero (Startup) Under Observation (blended wing body design) Headquarters in Long Beach

Judgments Worth Remembering

1. Ostrower’s definition of aircraft manufacturing complexity: “This is the most difficult industrial task for humanity”—precision to one-thousandth of an inch, supply chains reaching 4-6 layers deep, hundreds of aircraft produced monthly, with every link required to function perfectly, yet profit margins are only in the single digits.

2. Ostrower’s characterization of the 1997 merger: “McDonnell Douglas leadership brought a Jack Welch-style financial mindset”—Boeing transformed from an engineering company into a “financial instrument,” divesting core manufacturing capabilities (creating Spirit AeroSystems). This cultural genetic mutation is the root cause of all subsequent problems.

3. Ostrower’s quantification of the 787 cost overrun: “The original budget was less than $5 billion, with final costs estimated between $14 billion and $60 billion”—an overrun of 300%-900%, directly leading Boeing to abandon a new single-aisle aircraft and instead modify the 737 (i.e., the MAX).

4. Ostrower’s attribution of the MAX crisis: “If MCAS did not exist, neither of these two accidents would have occurred”—the system relied on a single sensor, and the design flaw was the direct cause of the accidents, but the deeper cause was prioritizing speed under the “faster, better, cheaper” logic.

5. Ostrower’s assessment of the competitive landscape: “One of the hardest things about entering this market is the need for sovereign support”—the Bombardier C Series (technically superior but failed) and the Mitsubishi Regional Jet (now shelved) prove that challenging the duopoly is nearly impossible without sovereign backing.

6. Ostrower’s evaluation of COMAC: “China will become part of the duopoly over the coming decades, but at a slower pace than people imagine”—only 2 C919s are in operation, and it has not received certification outside China, but geopolitical factors (China being the first to ground the MAX and delaying its return by years) have already had a material impact on Boeing.

7. Ostrower’s interpretation of Boeing’s autonomous flight strategy: “Any next-generation new aircraft will have significant autonomous flight capabilities”—Boeing is validating unmanned technology through its wholly owned subsidiary Wisk (with over $450 million invested), and the core driver is the long-term trend of pilot shortages.

8. Ostrower’s ultimate judgment on the industry’s future: “By 2033, the face of air travel will not look like it does today”—sustainable aviation fuel (4-5 times more expensive than conventional jet fuel), new configuration demonstrators (first flight in 2028), open rotor engines, and other transformations are all happening simultaneously, and the cost of each technological leap is increasing.