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This situation highlights why startups can outperform established companies. It's not only about innovation or asymmetric motivation but also due to the internal decay of incumbents like Boeing and General Electric. This presents an opportunity for an aeronautics startup to emerge - mission focused on building the best airplanes.


Of course, all you have to do is get several billion dollars in funding and hope Boeing doesn't use its vast resources to poach your engineers.

Boeing is not going to be disrupted any more than TSMC or ASML will be disrupted. Planes are too complex and too expensive to manufacture correctly.


The best engineers wont work for companies that don’t ship great product.

Funding and complexity are obstacles, but there are many examples of overcoming the obstacles with innovation and conviction.

Rockets - Lockheed -> SpaceX

AI - Google -> OpenAI

Electric Cars - Toyota -> Tesla

Shipping - Maersk -> Flexport

CPUs - Intel -> ARM


Flexport has it's own ships ?




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