Boeing

includes Boeing Starliner, Boeing AH 64 Apache, Boeing 747, Boeing 787 Dreamliner, Boeing 727, Boeing 737, Boeing CH 47 Chinook

10 statements across 8 episodes · 3 bullish · 5 bearish · 6 people on the record · first statement Jan 19, 2024 by Chamath Palihapitiya · said 105 times in 40 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (41), Chamath Palihapitiya (23), David Friedberg (21), Scott Bessent (2), Ryan Petersen (2), Emil Michael (2), Dan Dreyfus (2), Adam Goldstein (2)

tap a year for its mentions
0030860152020202120222023202420252026episodesmentions
08152020202120222023202420252026episodes it came up in
002.57.55152020202120222023202420252026episodesmentions per episode
2026 15 mentions in 9 episodes 2 per episode
2025 26 mentions in 10 episodes 3 per episode
2024 53 mentions in 12 episodes 4 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 5 mentions in 4 episodes 1 per episode
2021 2 mentions in 2 episodes 1 per episode
2020 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Boeing, oldest first

Jan 19, 2024 negative
Assertion Supported
Chamath: Boeing spent $65M on lobbying over four years
“Boeing, as an example, in like the last four years, how much money do you think they've spent on lobbyists and PACs? I'll tell you, sixty-five million dollars. How much have they spent just in the last year? Almost eleven million dollars.”
Chamath Palihapitiya Jan 19, 2024 ▶ 22:58 E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
Jan 19, 2024 neutral
Assertion Partly supported
Calacanis: 737 MAX grounding cost Boeing over $21B
“And for 20 months, the seven, three, seven max models were grounded and that cost the company over twenty one billion dollars.”
Jason Calacanis Jan 19, 2024 ▶ 25:58 E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
Aug 16, 2024 negative
Opinion
Chamath: Boeing succeeding across airlines, defense, and space is nearly impossible
“Boeing is these three very complicated businesses that try to live as one. So you have a commercial airline business, you have a defense business, and you have the space business. I'll be the first one to say that I think it's extremely difficult to be good at…”
Chamath Palihapitiya Aug 16, 2024 ▶ 1:27:07 Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
Aug 16, 2024 negative
Assertion Supported
Friedberg: Boeing took a $1.6B loss on Starliner compared to SpaceX Dragon
“To date, by the way, Boeing has taken a 1.6 billion dollar financial hit On the development of this program. SpaceX, by the way, won a 2.6 billion dollar contract to develop the Crew Dragon capsule, and just to give you guys a sense, the Crew Dragon capsule ha…”
David Friedberg Aug 16, 2024 ▶ 1:23:07 Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
Dec 25, 2024 bullish
Prediction Not checkable as stated
Friedberg predicts defense tech startup Anduril will become the next Boeing
“I just think that that's going to be the next Boeing.”
David Friedberg Dec 25, 2024 ▶ 1:02:10 The All-In Holiday Spectacular
Jan 4, 2025 bearish
Prediction Not checkable as stated
Friedberg predicts legacy defense contractors will face severe challenges in 2025
“I went with the kind of old defense and aerospace providers, Boeing, Lockheed Martin, Raytheon. Driven by kind of China dominance, driven by US defense budgets that I think are going to need to shift towards a more kind of tech oriented and ROI driven rational…”
David Friedberg Jan 4, 2025 ▶ 41:29 2025 Predictions: Tech, Business, Media, Politics!
May 9, 2025 positive
Assertion Partly supported
Chamath: US-UK trade deal cuts tech tax and adds $10B Boeing order
“By the way, that trade deal, we also eliminated the two percent surtax on big tech companies, and then Howard just said today that They're gonna announce a ten billion dollar order from Boeing on top of that as well.”
Chamath Palihapitiya May 9, 2025 ▶ 24:41 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Mar 6, 2026 negative
Disclosure
Michael: Defense contractors are banned from using Anthropic for fighter jets
“Boeing wants to use it to build fighter jets. I can't have that because I don't trust what the outputs may be because they're so wedded to their own policy preferences.”
Emil Michael Mar 6, 2026 ▶ 58:20 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
May 15, 2026 positive
Assertion Supported
Benioff: Boeing CEO Kelly Ortberg has sold 200 planes in China
“Kelly selling planes. He's already sold 200.”
Marc Benioff May 15, 2026 ▶ 9:06 Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
Jun 10, 2026
Assertion Supported
Boeing and Airbus share a $1 trillion backlog over 10 years
“Boeing and Airbus have a trillion dollars of backlog over the next 10 years.”
Dan Dreyfus Jun 10, 2026 ▶ 3:30 Dan Dreyfus: The Next AI Bottleneck is Copper
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