BIG by Matt Stoller • 43431 implied HN points • 26 Jan 24
- There is growing discontent and criticism towards Boeing's management from various stakeholders like Wall Street, labor unions, customers, and regulators.
- Major Boeing customers like Alaska Airlines and United Airlines are publicly holding Boeing accountable for quality issues and demanding reimbursement, indicating a significant shift in the industry's code of silence about problems.
- The government, particularly the FAA, has taken actions against Boeing and is showing signs of increasing regulation, potentially leading towards a moment where Boeing's management structure may face significant changes.