Boeing, every mention
2 scenes (said by Jonathan Tepper), the whole family · ← back to Boeing
tap a year for its mentions
every year anyone Wayne Wicker 4Marko Papic 3Jonathan Tepper 2Daniel Graña 2Toby Rodes 1Robert Bukai 1Pat Dorsey 1Eric Mogelof 1Alex Sacerdote 1
Verbatim, from the transcripts: the passages where Boeing comes up
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 38:57 Jonathan Tepper So people tend to think about economies of scale, where you have ASML with an enormous amount of sunk R&D costs into the machines, or you have Boeing, where you have a global duopoly in airplanes because it's extremely capital intensive.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 25:58 Jonathan Tepper So these aren't just sort of natural monopolies that might emerge due to industry structure, whether that's network effects, you know, for example, like visa, it makes sense to have one payment system or a huge scale where you end up with…