Company
Boeing’s crisis did not begin with the 737 MAX crashes. By the time losses reached $11.8 billion in 2024, the company’s deeper strategic weaknesses had been developing for more than twenty years.
Analysis
The lesson for any executive reading this article is not that airlines are a bad business. The lesson is that bad strategy in a thin-margin industry produces results that are immediately visible, financially catastrophic, and extremely difficult to reverse.
Book Review
Boeing Versus Airbus appeared when Boeing seemed to be winning: the 787 Dreamliner was ascendant while the A380 struggled with delays and production chaos. Yet John Newhouse unknowingly documented many of the strategic and cultural weaknesses that would later define Boeing’s crisis.
Company
Apple generated $416 billion in 2025, earned record margins, and crossed $100 billion in Services revenue. Yet beneath the numbers lie unresolved questions...
Analysis
Shifting just 15–30% of production from China could cost Apple's suppliers $25–90 billion—without replacing three decades of manufacturing expertise, infrastructure, scale, labour, and state support.
Book Review