Aboulafia had like fifty graphs on exactly how Boeing is doomed, at least as a unified company; they might survive in pieces after a GE-style split. Big B is spending all their money on precisely the wrong products, and leaving the right products to die on the vine.
This . . this must be what it was like with the late stage evolution of the Soviet design bureaus, but far, far, far worse. With somehow less accountability.
No one inside knows what anyone else is doing, and they're this close to just shipping boxes of parts and marking off a successful delivery of a finished good.
How Boeing has avoided the Mother Lode of all Fines is a mystery to me. Except it's not really a mystery, we all know why, but . . please let me keep my illusions.