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

Boeing: Turbulent Times - [Business Breakdown...

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Cognex: Vision Quest - [Business Breakdowns, REPLAY]

This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI and automation in 2026, machine vision is becoming an increasingly important par ...  Afficher plus

ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]

This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips with no real product and little expectation ...  Afficher plus

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A Longtime Aerospace Analyst Questions Boeing's Future
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Troubles at Boeing just keep piling up, along with existential questions about the company's future. Not only is Boeing enormously important to US manufacturing, but it's also a major defense contractor for the US government and a big employer, which means its fortunes are of int ...  Afficher plus

Boeing vs Airbus - Mayday | 6
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It’s 2011 and Airbus and Boeing are battling for the biggest deal in commercial aviation history. American Airlines is looking to buy 460 single-aisle airplanes and with the European jet giant going all out to win the contract, Boeing’s under pressure. But when the U.S. plane ...

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Boeing vs Airbus - The Max Controversy | 7
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For more than 50 years, a version of Boeing's 737 aircraft has sailed the skies, dominating the market for short-range, short-haul domestic planes. The 737 is the best-selling commercial aircraft of all time. But competition in the late 1980s got fierce when Airbus entered the ...

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Boeing vs Airbus - Losing Altitude | 5
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It’s the 2000s and after years of talk, Airbus is pushing ahead with its plan to build the biggest passenger jet in the world. But while Airbus is thinking bigger, Boeing’s thinking faster. It’s designing a near-supersonic aircraft called the Sonic Cruiser that it reckons will ...

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