Boeing

also referred to as: boeings

includes Boeing 737, Boeing 747, Boeing A160 Hummingbird

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 11, 2021 by Brian Singerman · said 20 times in 17 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Rory O'Driscoll (2), Matt Grimm (2), Jonathan Downey (2), Chris Sacca (2), Brian Singerman (2), Vinod Khosla (1), Trae Stephens (1), Hemant Taneja (1)

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2026 2 mentions in 2 episodes 1 per episode
2025 3 mentions in 3 episodes 1 per episode
2024 3 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode
2022 2 mentions in 2 episodes 1 per episode
2021 2 mentions in 2 episodes 1 per episode
2020 2 mentions in 2 episodes 1 per episode
2019 1 mention in 1 episode
2018 1 mention in 1 episode
2017 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Boeing, oldest first

Nov 11, 2021
Insight
Defense startups must be orders of magnitude better than incumbents
“You have to actually be orders of magnitude better than the incumbents in order to win contracts legitimately, in order to really build a company in the space. It takes top-tier technologists to be able to do this, to be able to compete with the Lockheeds and …”
Brian Singerman Nov 11, 2021 ▶ 7:21 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun
Nov 11, 2024 positive
Assertion Partly supported
Grimm: Northrop Grumman stock returned over 20% annually for 15 years
“Northrop Grumman over the last 15 years has had a total compounded annual shareholder return of just over 20%. Lockheed and Boeing are just behind them at about 15%. The S&P 500 over the exact same time period has an 11.6% total compounded annual return.”
Matt Grimm Nov 11, 2024 ▶ 26:52 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
Nov 11, 2024 bullish
Prediction Open · timeframe Nov 2029
Grimm: Anduril will become the sixth defense prime alongside incumbents
“I don't see it as like Lockheed, Boeing, Northrop, Raytheon, et cetera. We're going to take all of them down. I don't see that at all. I think it's going to be like, we're going to become the sixth prime alongside them and that there's still plenty, plenty, pl…”
Matt Grimm Nov 11, 2024 ▶ 34:46 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
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