Will the China Cycle Come for Airbus and Boeing?
construction-physics.com
Will the China Cycle Come for Airbus and Boeing?
Robotics FOMO, Scaling Laws, & Technology Forecasting - Michael Dempsey: Blog
michaeldempsey.me
Boeing’s problems with the 787 are symptomatic of the first decision mistake: embracing a strategy without fully understanding the conditions under which it succeeds or fails. Outsourcing is not universally good. For example, outsourcing does not make sense for products that require the complex integration of disparate subcomponents. The reason is
... See moreMichael J. Mauboussin • Think Twice: Harnessing the Power of Counterintuition
United States Lines would achieve what it took to succeed in container shipping: scale. Scale was the holy grail of the maritime industry by the late 1970s. Bigger ships lowered the cost of carrying each container. Bigger ports with bigger cranes lowered the cost of handling each ship. Bigger containers—the 20-foot box, shippers’ favorite in the ea
... See moreMarc Levinson • The Box: How the Shipping Container Made the World Smaller and the World Economy Bigger - Second Edition with a new chapter by the author
Four years later, it got out of the shipping business altogether and spun off Sea-Land as an independent company. As R. J. Reynolds’s new management explained to investment analysts, “investors who might be interested in owning RJR stock were not the type who ordinarily would be interested in a capital-intensive, cyclical transportation company.”35
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