Podcasts about Boeing

Aerospace and defense manufacturer in the United States

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    Let's Know Things
    Gamewashing

    Let's Know Things

    Play Episode Listen Later Oct 7, 2025 17:33


    This week we talk about Electronic Arts, 3DO, and the Saudi Arabian Public Investment Fund.We also discuss Jared Kushner, leveraged buyouts, and loot boxes.Recommended Book: Bandwidth by Dan CarusoTranscriptElectronic Arts, often shorthanded as EA, was founded in 1982 in California by a former Apple employee named Trip Hawkins, who also went on to found the ill-fated 3DO company, which made video game hardware, and the somewhat more prolific, but also ultimately ill-fated casual game developer Digital Chocolate.EA, though, has been an absolutely astounding success. It's business model was predicated on the premise of selling video games directly to retailers, rather than going through intermediaries. This allowed them to gain more market share than their competitors right off the bat, and it helped them glean higher margins than their competitors from each direct sale, too.EA also established an early reputation for treating its developers really well. They were the first gaming company to feature their developers in advertising and to give them platforms, promoting them as video game artists, basically, and it shared the profits netted from those direct sales with these develops—which in turn meant all the best developers really wanted to work for EA, which led to a beneficial cycle where they created better and better, and more and more financially successful games.In the late-80s, they started deviating from this model somewhat, scooping up a collection of successful independent game development studios and deviating, at times, from the creative lead's vision when releasing their games. They also refocused a fair bit of their resources on franchises, like the immensely successful, as it turned out, Madden NFL series, and they branched out into producing games for the console market, including the still-new Nintendo Entertainment System, in 1990.That same year, EA went public on the NASDAQ, the company got new leadership when Hawkins decided to refocus on his far less successful 3DO hardware startup, and in an interesting twist, the arrival of the Sony Playstation in North America caused EA to drop support for 3DO hardware in the mid-90s so it could refocus on Playstation games, which were a lot more lucrative.By the mid-90s, EA had an astonishingly large and successful software library, including franchises like the aforementioned Madden games and the FIFA soccer games, but also celebrity-tied games like Shaq Fu, and military shooters like Jungle and Urban Strike.By the early-2000s, EA was making exclusive licensing deals with the NFL and ESPN, in order to stave off newfound sports game competitors, and it was the only video game company to consistently make a profit, most others experiencing feast and famine cycles, with periodic wins, but a whole lot of losses they had to cover with the profits from those wins. EA, in contrast, had a reliable stable of profit-sources, and it thus had a whole lot of leverage in terms of attracting and retaining talent, but also getting big names and brands on board, for collaborative projects.What I'd like to talk about today is what happened to EA during and following the 2008 economic crisis, and how and why it recently became an acquisition target for Saudi Arabia.—In 2008, when the global economy was collapsing, EA suffered a bad holiday sales season and fired 1,100 employees and closed 12 of their facilities early the following year. Later in 2009, the company announced the firing of another 1,500 employees, which was about 17% of their total workforce at the time, and in 2010 they acquired a gaming company that focused on mobile games, which were becoming increasingly popular, now that many people had touch-capable smartphones, which brought hot new franchises like Angry Birds under their brand umbrella.On the strength of that acquisition and all those downsizings, in early 2011, EA announced that it hit $3.8 billion in revenue in the financial year for the first time, and in early 2012, it announced it surpassed $1 billion in digital revenue during the previous year, which was a huge figure that early in the digital media landscape. It used some of those profits to scoop up another mobile-first gaming company, adding properties like Plants vs Zombies and Peggle to their library.EA completed another mass-firing in 2013, dismissing 10% of their employees under what they called a reorganization, around the same time they announced an exclusive license with Disney that would allow them to develop Star Wars games.Their stock value boomed in the following years, as a result of those cost-savings measures, and those new relationships, and emboldened by record-high stock valuations, in the mid-20-teens, the company started releasing big-name games, like Star Wars Battlefront 2, with random-content loot boxes and other sorts of microtransactions.This did not go over well with players, who decried these in-game purchasing options as ‘pay to win' mechanics, as players could pay more money to get better characters and equipment, and a lot of the content, even after paying for the expensive games, was still locked behind paywalls, requiring more payments to unlock that content. A bunch of gaming journalists cried foul on this shift as the game careened toward its full release, as did a whole lot of early players, and Disney complained, too, so by the time it hit shelves, the game's loot system was substantially changed, but that whole controversy spooked investors, and led to an 8.5% stock value drop in just a single month, knocking $3.1 billion from the company's valuation. As a result of that controversy, EA also became the face for a larger legal and legislative debate about in-game purchases and how it's kinda sorta like gambling, from that point forward.Soon after, EA experienced a series of bad quarters, including a huge drop of 13.3% to its valuation when a major entry in one of their larger franchises, Battlefield V, was released late, and received very mixed reviews when it was released, which led to a million fewer sold copies than anticipated. The game was also lagging in terms of gameplay behind smaller, nimbler competitors, including then-burgeoning Fortnite.The company saw an overall boost with the surprise success of Apex Legends, and the COVID-19 pandemic boosted sales dramatically for a while, since everyone was staying home, which allowed EA to gobble up a few more competing companies with successful franchises, and they knocked out a few more successful Star Wars games, as well.In early 2021, Saudi Arabia's public investment funds bought 7.4 million shares of EA for about $1.1 billion, which flew under the radar for most gamers, but that'll be important in a moment.Later that year, the company experienced a massive hack, a lot of its data, including the source code for games, stolen and sold on the dark web. EA bought some more competitors, but word on the street in 2022 was the the higher ups at EA were quietly shopping the company around, themselves looking to be acquired by a larger entity, on the scale of Apple or Disney.In early 2023, the company announced more mass-layoffs and launched another internal reorganization. It gutted several of its most popular gaming sub-brands, including BioWare, it cancelled an upcoming Star Wars game, and it announced that it would be shifting away from licensing agreements and refocusing on EA-owned IP.The pattern of layoffs leading to better financial fortunes didn't pay off this time, though. In early 2025, EA divulged that it expected to underperform in the coming year, several of its big-name titles not doing as well as expected; the company cast blame on the market, but players and journalists pointed at the company's gutting of its big-name studios, and the firing of many of its veteran developers to explain the reduced sales.EA had another mass-firing in April of this year, and followed by another in May, which paralleled an announcement that they would no longer be moving forward with a big, planned Black Panther game.In late September of 2025, EA announced that it had reached a deal, worth $55 billion, to go private, no longer selling shares on the stock market, with the financial assistance of a group of investors, which included Affinity Partners, which is led by Jared Kushner, US President Trump's son-in-law, Silver Lake, which is a US-based private equity firm that helps make these sorts of big sales happen, and the aforementioned Saudi Arabian Public Investment Fund.This deal isn't done yet, it still needs to get regulatory approval and a successful vote by stockholders, but it seems likely to go through, since the US regulatory environment is pretty lax at the moment, and because Kushner is involved, it's unlikely President Trump will take a personal disliking to it.But the big story here seems to be that Saudi Arabia is buying up not just a video game company, but one of the biggest and most successful video gaming companies in the world, which, although it's lost a lot of fan-credibility over the years, still owns some massively influential intellectual property and has just a stunning number of relationships and connections throughout the media world, alongside its huge valuation.If the sale does go through, and we should know for sure by sometime around June 2026, it would be the largest-ever leveraged buyout, which means the purchase was completed by using borrowed money that was borrowed against the asset being purchased; so those investors have taken out debt against EA itself, which is an increasingly common means of buying a large asset on the cheap, but it also typically burdens that asset with a simply astounding amount of debt which must then be recouped, often by selling off undervalued assets.When this happens to a newspaper, for instance, the buyer will often sell off the paper's real estate and fire all their employees, to make money and pay off that debt, and in this case, there's a chance that debt will be paid by throwing up a bunch of new paywalls and really leaning into those in-game transactions that nobody really liked, including politicians, back in the day, but which in this current regulatory environment would probably be allowed, and they would probably make some serious bank off of it initially, before players started getting wise and moving on to other games released by less predatory companies.The really interesting facet of this story, though, is the question of why Saudi Arabia wants a video game company.And to understand that, it's important to understand that, first, the country's Public Investment Fund is meant to help its economy shift away from purely extractive resources, like oil, and it has thus invested in all sorts of things, including luxury beach resorts, minority stakes in financial service companies like Citigroup, stakes in companies like Disney and Boeing and Meta, and increasingly, investments in companies run by allies of President Trump, like the aforementioned Affinity Partners, which was formed by Jared Kushner.So this is an economic play, but also a political play, almost certainly, by the Saudis, to get in good with the people who are in good with the US government.It's also been alleged that this might be an attempt by the Saudis to engage in what's being called game-washing, which is similar to greenwashing, but instead of trying to make a company seem green and sustainable by doing kinda sorta green things, but only as a veneer to cover up the opposite, in this case it means using sports and video games and the like to increase a nation's reputation with humanistic seeming things, despite, well, the truth being much more complicated.Just as when the Fund participated in buying a Premier League football, a soccer team, back in 2021, then, alongside their concomitant establishment of LIV Gold, a golf league meant to compete with the PGA, this investment in EA, and other investments it's made in video game companies like Capcom and Nexon, might be part of a larger effort to diversify the nation's brand, not just its economics. It's human rights record is abysmal, and it's possible they're trying to cover that up, make people forget about it, by creating more connections between Saudi Arabia and more positive things, like sports and games and the like.There are additional concerns about this purchase of EA, too, by the way, because Saudi Arabia's cultural values are very anti-woman, anti-LGBTQ, and anti-liberal, democratic values. So there are fears that we might see less representation and fewer what we might call western values portrayed in the games released by these studios, as a result of this ownership.The folks running EA have said their core values will remain unchanged by the buyout, but it's expected, bare-minimum, that this will lead to another several restructurings and mass-layoffs throughout the company in the coming years, to help recoup all that debt, at the end of which even the people making those promises might be long gone.Show Noteshttps://en.wikipedia.org/wiki/Public_Investment_Fundhttps://www.nytimes.com/2025/09/29/business/dealbook/electronic-arts-buyout-jared-kushner.htmlhttps://www.wsj.com/business/deals/ea-private-deal-buyout-video-game-maker-808aefechttps://www.ft.com/content/61cef75e-ceba-43ee-80e3-040756c6154f?accessToken=zwAGQAMTiJKIkc9hzvdezrpD7tOA4wQHVsYVTw.MEUCIHND3WOT4rS4frIMIOoeXHQeil_Ma1yGrwOqUD2m306DAiEAtA_QLvpyObai9zoo_9GZSljJuJyTKxJgFHpQDcCcVsE&sharetype=gift&token=03dd6ca5-c34f-4925-8a3d-a89f4058ee80https://www.wsj.com/business/deals/ea-silver-lake-deal-jared-kushner-c145cd55?st=eZghQHhttps://en.wikipedia.org/wiki/Electronic_Arts This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

    Squawk on the Street
    Cramer's Morning Take: Boeing 10/6/25

    Squawk on the Street

    Play Episode Listen Later Oct 6, 2025 3:05


    Cramer says this aerospace stock is a great buying opportunity. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Next Trip - An Aviation and Travel Podcast
    Boarding Pass 306: Boeing's New Design

    The Next Trip - An Aviation and Travel Podcast

    Play Episode Listen Later Oct 6, 2025 45:40


    Send us a textDrew has to check the runway after a bird strike report and Doug  is getting ready to go back to Taipei. We discuss:Passengers grabbing bags in emergenciesNo more PLAYtime Lufthansa Group announces long-haul fleet plansAmsterdam backtracks on fee hikesBig, BIG news from BoeingRunway lightsJoin The Network!https://www.nexttripnetwork.com/

    On This Day in Working Class History
    6 October 1995: Boeing machinists strike

    On This Day in Working Class History

    Play Episode Listen Later Oct 6, 2025 0:53 Transcription Available


     Mini podcast of radical history on this date.Become a supporter of this podcast: https://www.spreaker.com/podcast/on-this-day-in-working-class-history--6070772/support.Our work is only possible because of support from you, our listeners on patreon. If you appreciate our work, please join us and access exclusive content and benefits at patreon.com/workingclasshistory.See all of our anniversaries each day, alongside sources and maps on the On This Day section of our Stories app: stories.workingclasshistory.com/date/todayBrowse all Stories by Date here on the Date index: https://stories.workingclasshistory.com/dateCheck out our Map of historical Stories: https://map.workingclasshistory.comCheck out books, posters, clothing and more in our online store, here: https://shop.workingclasshistory.comIf you enjoy this podcast, make sure to check out our flagship longform podcast, Working Class History

    Excess Returns
    Evidence Based Factor Investing | Matt Zenz

    Excess Returns

    Play Episode Listen Later Oct 4, 2025 58:34


    In this episode of Excess Returns, we sit down with Matt Zenz of Longview Research Partners to explore factor investing, evidence-based strategies, and the challenges and opportunities in today's markets. Matt shares insights from his engineering background, his time at DFA, and his current work running the Longview Advantage ETF (EBI). We cover the nuances of value, momentum, size, implementation, and how investors can think more effectively about long-term returns.Topics covered:Matt's journey from engineering to investingLessons learned at DFA and the foundation of evidence-based investingDefining factors and what makes them credibleThe role of value, momentum, quality, and size in portfoliosThe challenges of intangibles and redefining valueLarge cap tech dominance, mean reversion, and whether the world has changedFactor timing, valuation spreads, and Cliff Asness' “sin” frameworkHow momentum can be integrated with value tiltsPortfolio construction: combining factors vs sleeve approachesImplementation challenges for large vs small managersHow Longview manages liquidity, turnover, and trading costsThe potential impact of AI on factor investingFuture opportunities in implementation alpha and ETF designMatt's biggest investing belief most peers disagree withThe key lesson he would teach the average investorTimestamps:00:00 Value vs returns and factor investing basics03:00 From engineering and Boeing to investing06:15 Time at DFA and lessons in evidence-based investing07:30 What evidence-based investing really means09:25 Defining factors and what makes them valid12:00 Using value, profitability, size, and momentum16:00 Large cap tech dominance and future returns18:00 Mean reversion and whether the world has changed20:00 How long does value need to struggle before it's “dead”?22:30 Should value be redefined for intangibles?25:30 Intangibles, R&D, and why adjustments add noise27:00 Value's performance across economic cycles and migration30:00 Interest rates, growth, and value performance32:00 Factor timing and valuation spreads34:15 The role of momentum in timing and implementation35:00 How Longview applies passive-aggressive tilts36:30 Combining factors vs sleeve approaches39:00 How momentum is used in practice41:30 Factor migration and average holding periods43:00 The size premium and whether it still exists44:30 The benefits of being nimble vs large fund families47:30 Liquidity challenges in small cap value52:00 The role of AI in investing54:00 Where implementation adds the most alpha55:30 One belief Matt holds that peers may disagree with57:20 The one lesson for the average investor

    The Marc Cox Morning Show
    Hour 2: 97.1 FM Anniversary, GOP Strategy, and Business Headlines

    The Marc Cox Morning Show

    Play Episode Listen Later Oct 3, 2025 33:54


    Marc and Scott celebrate the 25th anniversary of 97.1 FM Talk, reflect on the power of AM radio, and talk with RNC Chairman Joe Gruters about GOP strategy and Trump's leadership. Nichole Murray delivers business headlines including the Boeing strike, Amazon drones, Apple app removals, and a Nissan recall. Other stories include marijuana and mental health, Bad Bunny's Super Bowl halftime controversy, Hulk Hogan's family lawsuit, Amelia Earhart evidence, and Meta's new AI data center.

    The Marc Cox Morning Show
    Full Show: Shutdown Politics, GOP Strategy, Crime and National Guard, and St. Louis Aviation Legacy

    The Marc Cox Morning Show

    Play Episode Listen Later Oct 3, 2025 136:31


    Hour 1: Marc Cox and Scott Jagow discuss the government shutdown, the ICE tracking app controversy, and the premiere of Soul on Fire about John O'Leary and Jack Buck. They also highlight St. Louis gaining direct British Airways flights to London and share experiences with high-speed trains in Europe. Hour 2: The 25th anniversary of 97.1 FM Talk is celebrated, with reflections on conservative talk radio and AM signals. RNC Chairman Joe Gruters talks GOP strategy and Trump's leadership, and Nichole Murray delivers business updates including the Boeing strike, Apple app removals, Amazon drones, and a Nissan recall. Hour 3: Ryan Schmelz joins to discuss crime in Memphis, St. Louis, and DC, along with the National Guard's role in public safety and shutdown politics. Capitol Beat features Rep. Eric Burlison on Project 2025, Obamacare subsidies, and concerns about Missouri data centers. Scott on the Spot wraps up the hour with reflections on national and local stories. Hour 4: Marc talks with Greg Brown and Mike Weigand about the Queen of Hearts drawing supporting Backstoppers. Michelle Paulino weighs in on the Bad Bunny Super Bowl halftime controversy and Jay Z's influence on the NFL. The Guns and Hoses event is promoted, and Sue Thomas closes with History of the Lou, focusing on St. Louis's aviation legacy with TWA, McDonnell Douglas, and local pioneers.

    The Financial Exchange Show
    Jeff Bezos warns of an AI industrial bubble

    The Financial Exchange Show

    Play Episode Listen Later Oct 3, 2025 38:31 Transcription Available


    Chuck Zodda and Mike Armstrong discuss AI data centers sending power bills soaring. What are the benefits of having a data center near you? Jess Bezos says AI is in an industrial bubble but society will get 'gigantic' benefits from the tech. Boeing likely to record billions in charges over 777X debut delay. Paul LaMonica (Barron's) joins the show to chat about pest control company that is AI proof.

    The Rundown
    Boeing Delays 777X Again, OpenAI Hits $500B Valuation

    The Rundown

    Play Episode Listen Later Oct 3, 2025 8:58


    Stock market update for October 3, 2025. Follow us on Instagram ⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Bloomberg Daybreak: US Edition
    Shutdown Continues with Senate Vote Expected; US-China Trade "Breakthrough"

    Bloomberg Daybreak: US Edition

    Play Episode Listen Later Oct 3, 2025 15:12 Transcription Available


    On today's podcast:1) The Senate is expected to hold another vote today on a stopgap spending bill to reopen the government into mid-November. It comes as President Trump threatens to slash jobs. The US government shutdown adds uncertainty for investors seeking signals on the Federal Reserve's monetary-easing path. It will delay Friday's government payroll report, making investors reliant on private data for clues about the economic outlook.2) Treasury Secretary Scott Bessent predicted a “pretty big breakthrough” in the next round of trade talks with China. China has stopped buying US soybeans, with Beijing using the import ban as a bargaining chip in trade talks with the US. The US and China are set to hold talks before the scheduled November 10 expiration of a truce on the highest tariff levels from earlier this year.3) Boeing's 777X is slated to fly commercially for the first time in early 2027, a fresh setback to the US planemaker. The delay could result in potentially billions of dollars in accounting charges, with analysts estimating the non-cash accounting charge could run from $2.5 billion to as much as $4 billion. Boeing executives are set to discuss the extent and cost of the latest schedule slip for the jet when Boeing reports earnings on Oct. 29.See omnystudio.com/listener for privacy information.

    TD Ameritrade Network
    "Lot of Progress" in Boeing, BA Earnings Need Strong 737 MAX Showing

    TD Ameritrade Network

    Play Episode Listen Later Oct 2, 2025 7:33


    Boeing's (BA) stock has flown 40% year-over-year despite seen some turbulence in recent weeks. Ben Tsocanos believes the company has "made a lot of progress" in 2025 but needs to show it can handle 2026 and beyond. Ben will keep a close eye on Boeing's earnings near the end of the month and how it will capitalize on its 737 MAX jets. Tom White turns to the options front for Boeing.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

    Airplane Geeks Podcast
    865 Brand New Air Traffic Control System

    Airplane Geeks Podcast

    Play Episode Listen Later Oct 1, 2025 46:07


    Two companies bid to become the Brand New Air Traffic Control System prime integrator, FAA issues carry-on SAFO, 737 MAX production limits eased, P&W and GE adaptive cycle engines, Sikorsky contract for CH-53K helicopters, and Sergei Sikorsky passes away at age 100. Aviation News Two bidders vie to be project manager of massive FAA US air traffic overhaul Two bids to become the prime integrator in the FAA's project to overhaul the air traffic control system have been received. Congress has approved $12.5 billion for the Brand New Air Traffic Control System (BNATCS), and the Agency has indicated that an additional $19 billion might be requested. The bids come from two DC Beltway companies: Peraton is a national security company owned by Veritas Capital and headquartered in Reston, Virginia. See the press release: Peraton Offers the FAA a Brand New Approach for Its Revolutionary ATC Modernization Initiative. Parsons Corporation is a technology provider in national security and global infrastructure markets. Headquartered in Chantilly, Virginia, Parsons confirmed it has bid with IBM. The FAA says it will make a selection by the end of October. FAA urges airlines to discourage passengers from taking bags during evacuations The FAA issued Safety Alert for Operators (SAFO 25003, PDF) titled “Addressing Risk Associated with Passenger Non-Compliance and Retention of Carry-On Baggage and Personal Items During Emergency Evacuations.” The SAFO “Serves to emphasize the operational and safety-critical importance of strict passenger compliance with crewmember instructions during emergency evacuations. Specifically, it addresses the adverse effects of passengers attempting to evacuate with carry-on items, which can significantly impede evacuation procedures and increase the potential for injury or fatality.” FAA Signals Easing of Oversight on Boeing Jets The FAA is expecting to restore Boeing's ability to conduct safety sign-offs on new 737 MAX jets. Final airworthiness certificates will continue to be issued by the regulator The FAA is also considering increasing Boeing's 737 MAX production cap from 38 to 42 planes per month. Engines for America's F-47 Sixth Gen Combat Aircraft Coming Together Faster Than Expected The F-47 is being developed as part of the Next Generation Air Dominance (NGAD) Family of Systems. It's a stealthy air superiority aircraft that can directly engage adversaries on the ground and in the air. It will be able to fly itself as well as collaborate with and control wingman drones. The propulsion system being developed under the Next Generation Adaptive Propulsion (NGAP) program is a concept that offers two modes of operation, which can be dynamically adjusted in flight: high thrust and high speed, and lower thrust with reduced fuel burn. Adaptive cycle engines can modulate the bypass ratio and fan pressure using a third air stream and advanced variable geometry components. Both Pratt & Whitney and General Electric are developing NGAP engines. Airbus, Air France reject blame over AF447 crash, 16 years on Air France 447 crashed in the Atlantic in 2009. In a 2023 trial, the judge found acts of negligence by Airbus and Air France, but determined that, under French criminal law, these acts were insufficient to establish a definitive link to the loss of the A330. Both Airbus and Air France were cleared of corporate manslaughter. In an appeals hearing, the two companies pleaded not guilty. Air France and Airbus chief executives recognized the suffering of the families, but denied any criminal responsibility for the crash. Appeal hearings are expected to run until late November 2025. Sikorsky to Build 99 CH-53K King Stallions for the U.S. Marine Corps Sikorsky announced the award of a $10.8 billion contract from the U.S. Navy to build up to 99 CH-53K King Stallion helicopters for the U.S. Marine Corps over the next five years.

    Squawk Pod
    5 Things to Know Before the Opening Bell 10/1/2025

    Squawk Pod

    Play Episode Listen Later Oct 1, 2025 3:24


    Friday's employment report is unlikely to be released due to the government shutdown, the White House is pulling the nomination of economist E.J. Antoni to lead the Bureau of Labor Statistics, Tesla is raising lease prices for all its cars in the U.S. –  following the expiration of a federal tax credit, Boeing is in line for a large government contract to build replacements for the bombs the U.S. dropped on Iran in June, and Character AI is removing Disney characters from its chatbot platform.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    C-SPAN Radio - Washington Today
    Day One of the federal government shutdown, Democrats & Republicans blame each other; White House says federal worker layoffs are 'imminent'

    C-SPAN Radio - Washington Today

    Play Episode Listen Later Oct 1, 2025 52:17


    Day one of the federal government shutdown, with hundreds of thousands of federal workers on furlough, White House preparing for layoffs, some government services suspended and both parties blaming the other. We will hear from the Vice President JD Vance, Congressional leaders, and some rank-and-file Members of Congress explaining the situation to their constituents; Health care is one of the key issues in the shutdown. Democrats say Republicans are refusing to extend help to keep millions from seeing insurance costs skyrocket. Republicans say Democrats want to give health care to illegal immigrants. We will talk to Newsweek Politics Reporter Daniel Gooding about his 'fact check' article (20); Gov. Wes Moore (D-MD) talks about help his state is providing to those hurt by the federal government shutdown; Trump Administration says $18 billion for two big infrastructure projects in New York, for a commuter train tunnel under the Hudson River and Second Avenue subway line, is being withheld to investigate what the Transportation Department calls “discriminatory, unconstitutional contracting processes” involving Diversity, Equity & Inclusion (DEI); a nominee for a seat on the National Labor Relations Board who is currently chief labor counsel for Boeing gets tough questions at a Senate confirmation hearing by a Republican Senator about a Boeing union contract dispute; Federalist Society preview of the Supreme Court case challenging President Donald Trump authority to impose global reciprocal tariffs. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Tacos and Tech Podcast
    How Natilus is Designing the Future of Cargo and Passenger Planes from the Ground Up

    Tacos and Tech Podcast

    Play Episode Listen Later Oct 1, 2025 63:58


    In this episode of the Tacos & Tech Podcast, host Neal Bloom sits down with Aleksey Matyushev, co-founder and CEO of Natilus, the San Diego-based aerospace company reinventing air freight and passenger travel with next-gen aircraft. With over $39 billion in orders and a growing footprint in South County, Natilus is bringing cutting-edge manufacturing back to San Diego. Aleksey shares his journey from growing up near a Soviet airfield to becoming an aerodynamicist at Piper and Kratos. He walks us through the founding story of Natilus, early pivots from seaplanes to blended wing bodies, and how customer feedback (and cold emails) helped shape the company's strategy. Plus, we dive into capital efficiency, certification pathways, and how Natilus is carving out space in a market long dominated by Boeing and Airbus. Key Topics Covered: The legacy of aerospace in San Diego and why Natilus is doubling down here Aleksey's path from Piper Aircraft to Kratos to Natilus Lessons learned from military-grade drones and commercial aviation The first MVP: a 30-foot autonomous seaplane built in 14 months Why cargo came first - and how airlines asked for passenger planes next The Kona and Horizon: aircraft designed for freight and people, optimized for fuel, volume, and cost Navigating testing, tooling, and certification with just $15M in capital raised Why wind tunnels, FAA approvals, and Brown Field are key San Diego assets How India became a fast-moving market for commercial orders The future of aviation as seen from South County, San Diego Links & Resources Natilus Learn more about Rising Tide Partners Connect with Aleksey & Neal Connect with Aleksey on LinkedIn Connect with Neal Bloom on LinkedIn

    The Financial Exchange Show
    Is the US dollar losing safehaven status?

    The Financial Exchange Show

    Play Episode Listen Later Oct 1, 2025 38:31 Transcription Available


    Chuck Zodda and Marc Fandetti discuss the US dollar losing its safehaven status as governments gobble up gold. How Nvidia's Jensen Huang became AI's global salesman. Meta launches Vibes: a new way to discover and create terrible AI videos. AI is not killing jobs, US study finds. Boeing's 737 Max replacement will be make-or-break.

    Hacker News Recap
    September 30th, 2025 | Kagi News

    Hacker News Recap

    Play Episode Listen Later Oct 1, 2025 14:13


    This is a recap of the top 10 posts on Hacker News on September 30, 2025. This podcast was generated by wondercraft.ai (00:30): Kagi NewsOriginal post: https://news.ycombinator.com/item?id=45426490&utm_source=wondercraft_ai(01:50): Sora 2Original post: https://news.ycombinator.com/item?id=45427982&utm_source=wondercraft_ai(03:11): I've removed Disqus. It was making my blog worseOriginal post: https://news.ycombinator.com/item?id=45423268&utm_source=wondercraft_ai(04:32): Comprehension debt: A ticking time bomb of LLM-generated codeOriginal post: https://news.ycombinator.com/item?id=45423917&utm_source=wondercraft_ai(05:53): Inflammation now predicts heart disease more strongly than cholesterolOriginal post: https://news.ycombinator.com/item?id=45430498&utm_source=wondercraft_ai(07:14): Imgur pulls out of UK as data watchdog threatens fineOriginal post: https://news.ycombinator.com/item?id=45424888&utm_source=wondercraft_ai(08:35): Sora 2Original post: https://news.ycombinator.com/item?id=45428122&utm_source=wondercraft_ai(09:55): Leaked Apple M5 9 core Geekbench scoresOriginal post: https://news.ycombinator.com/item?id=45427197&utm_source=wondercraft_ai(11:16): Bcachefs removed from the mainline kernelOriginal post: https://news.ycombinator.com/item?id=45423004&utm_source=wondercraft_ai(12:37): Boeing has started working on a 737 MAX replacementOriginal post: https://news.ycombinator.com/item?id=45428482&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

    El Brieff
    El Brieff 01 Oct 25: El nuevo contrato de Slim y los nuevos aranceles de Trump

    El Brieff

    Play Episode Listen Later Oct 1, 2025 11:06


    En este episodio de El Brieff, analizamos las noticias que mueven la economía y negocios en México y EE. UU. Desde la reunión de Claudia Sheinbaum con acreedores internacionales de Ricardo Salinas Pliego, el contrato millonario de Grupo Carso con Pemex, y el mejor septiembre bursátil en 20 años, hasta decisiones clave de Trump en aranceles, posibles cierres gubernamentales, y la expansión global de Nubank. También destacamos innovaciones de Boeing y un sólido trimestre para Nike. Información esencial para líderes que toman decisiones.STRTGY Predict transforma datos masivos en análisis profundos y recomendaciones estratégicas para que anticipes tendencias y tomes decisiones ágiles, manteniéndote siempre un paso adelante frente a la competencia. Conoce más en www.strtgy.aiRecibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

    Milenio Opinión
    Gil Gamés. Utopías bajo el agua y Adán en su laberinto

    Milenio Opinión

    Play Episode Listen Later Oct 1, 2025 5:55


    A Contreras llegó un avión Boeing 737, sin alas, que será convertido en una biblioteca y ludoteca; mientras niños y jóvenes se suben a la aeronave, Brugada podría apoyar a los cientos de personas que han perdido sus casas inundadas...

    WSJ What’s News
    Boeing Gears Up to Take On Airbus

    WSJ What’s News

    Play Episode Listen Later Sep 30, 2025 12:48


    A.M. Edition for Sept. 30. The federal government is careening toward a shutdown after congressional leaders from both parties met with President Trump to try to hash out a deal—but emerged with no breakthrough. WSJ White House reporter Natalie Andrews explains what will make this shutdown different from others. Plus, WSJ aviation reporter Ben Katz has the inside scoop on Boeing's plans for a new narrow-body plane. And, what exactly is warrior ethos? We detail today's meeting of the U.S. military top brass in Quantico. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Squawk Pod
    The Shutdown Episode: Speaker Johnson & Minority Leader Jeffries 9/30/25

    Squawk Pod

    Play Episode Listen Later Sep 30, 2025 48:57


    As a government shutdown looms in Washington, House Speaker Mike Johnson (R-Louisiana) discusses friction between the Republicans and Democrats that's delaying progress on the Hill. House Minority Leader Hakeem Jeffries (D-New York) then responds to the Speaker, underscoring the Democrats' priority in American health care. CNBC's Emily Wilkins explains the points of contention between parties and the likelihood of a bipartisan agreement before tonight's funding deadline. Plus, Boeing has reportedly started working on a replacement for the troubled 737 Max and both fintech Wealthfront and Jennifer Garner's Once Upon a Farm have filed for an IPO.  Emily Wilkins - 4:38Speaker Mike Johnson - 18:10Rep. Hakeem Jeffries - 37:59 In this episode:Mike Johnson, @SpeakerJohnsonHakeem Jeffries, @RepJeffriesJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    Cramer's Morning Take: Boeing & Costco 9/30/25

    Squawk on the Street

    Play Episode Listen Later Sep 30, 2025 3:26


    Cramer explains two stocks The Club is buying. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtakeCNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Everything About Hydrogen - an inspiratia podcast
    Efficient, Green and Sovereign Compute with Chinmoy Baruah, CEO of CHIPX™

    Everything About Hydrogen - an inspiratia podcast

    Play Episode Listen Later Sep 30, 2025 35:21


    Patrick Molloy and Alicia Eastman sit down with Chinmoy, the Founder and CEO of CHIPX™ Global. He describes how CHIPX™ is disrupting semiconductor design, manufacturing and usage to reduce energy requirements, eliminate emissions, and lower costs. CHIPX™ semiconductors also operate at room temperature, last longer, require less maintenance, and are fully recyclable. As an Irish company, CHIPX™ can sell to any country or company, ensuring equal access to compute, eventually including AI. About CHIPX™ Global Holdings Limited:CHIPX is revolutionizing semiconductor chip production, by building decentralized, resilient semiconductor infrastructure designed for tomorrow's intelligence. From high-conductivity substrates to mission-grade systems, CHIPX™ engineers sovereignty into silicon — and beyond.CHIPX™ is reinventing how and where semiconductors are made. Their vertically integrated value chain combines advanced materials, high-voltage ICs, and system-level design to deliver resilient, performance-driven technologies. CHIPX Connect™ accelerates semiconductor innovation across power, photonics, and sensing. From ceramic substrates to GaN/SiC ICs, CHIPX™ enables mission-grade systems for AI, Aerospace and Mobility – bridging the gap between R&D and real-world deployment. CHIPX™ combines the best of industry personnel, knowledge, and locations across Ireland, the UK, Taiwan, Malaysia, Singapore, North America and Europe, to manufacture optimized solutions to buyers worldwide. About Chinmoy Baruah:Chinmoy Baruah is the Founder and CEO of CHIPX™ Global, a next-gen semiconductor venture launched in the UK in 2022 with a radical vision: to decentralize chip manufacturing and deliver technological sovereignty to the world´s most underserved markets. But CHIPX™ is more than a hardware company—it's a blueprint for reengineering the global systems that semiconductors depend on. Chinmoy and his team are building a distributed, disruption-proof supply chain that spans Asia, MENA, Europe and US, forging powerful alliances that fuse local resilience with global reach. His leadership combines deep technical fluency, geopolitical insight, and a talent for turning complex systems into scalable solutions.

Before launching CHIPX™, Chinmoy was already pushing boundaries at the intersection of energy, deep tech, and advanced materials. As co-founder of Cavendyne in Germany, a clean hydrogen startup backed by aerospace heavyweights like Boeing and GE, he led work on some of the most advanced decarbonization technologies in development. His expertise spans quantum computation, gas purification, and nanomaterials, with research ties to world-class institutions including IIT, Henry Royce Institute (Manchester), CSIR-NEIST, and the University of Manchester. Whether in the lab or on the factory floor, Chinmoy's north star remains the same: converting cutting-edge science into real-world infrastructure with lasting global impact.

His contributions have earned recognition from the HSBC Global Fintech Challenge and The Harvard Project for Asian & International Relations, positioning him not just as an innovator but as a visionary builder of industrial systems for a volatile and fast-moving world.

Chinmoy holds a BS from Kaziranga University and a postgraduate degree in Chemistry from the University of Manchester, where he collaborated with Professor Mike Anderson at the Centre for Nanoporous Materials, whose team received the Royal Society of Chemistry's 2021 Horizon Prize for their groundbreaking work on CrystalGrower. --Links:CHIPX™ — https://www.chipxglobal.com/

    America's Work Force Union Podcast
    Cristie Robles-Beilby & Taryn Cadena, Monterey Bay Aquarium Workers United | Tom Buffenbarger

    America's Work Force Union Podcast

    Play Episode Listen Later Sep 30, 2025 55:09


    Cristie Robles-Beilby and Taryn Cadena, aquarists at Monterey Bay Aquarium, joined the America's Work Force Union Podcast to discuss their unionization efforts to form Monterey Bay Aquarium Workers United, an AFSCME affiliate. Tom Buffenbarger, retired general president of the International Association of Machinists and Aerospace Workers, shared his thoughts on the ongoing strike at Boeing's St. Louis facility.

    NewsWare‘s Trade Talk
    NewsWare's Trade Talk: Tuesday, September 30

    NewsWare‘s Trade Talk

    Play Episode Listen Later Sep 30, 2025 16:22


    Markets are under pressure this morning with S&P Futures slipping as shutdown risks rise and tariff deadlines loom. We're also watching the end of the U.S. EV tax credit, Boeing's next-gen plane plans, Coty's portfolio review, and a heavy earnings slate from UNFI, LW, PAYX and Nike after the bell.

    WALL STREET COLADA
    Mercados en rojo, rally en cannabis, rumores sobre EchoStar y Boeing planea su próximo avión

    WALL STREET COLADA

    Play Episode Listen Later Sep 30, 2025 4:05


    Summary del Show: • Wall Street abre con leves caídas, en medio del riesgo de shutdown y la expectativa por el reporte JOLTS. • Trump respalda el CBD y dispara las acciones de cannabis como $TLRY y $CGC. • Verizon negocia con EchoStar $SATS la compra de espectro clave para 5G y futuro 6G. • Boeing $BA estudia un nuevo avión de pasillo único para competir con Airbus.

    Brandon Boxer
    Stowaway found dead in American Airlines flight landing gear compartment

    Brandon Boxer

    Play Episode Listen Later Sep 30, 2025 10:42 Transcription Available


    Aviation Expert Jay Ratliff has the latest travel news including Boeing lands an impressive order from Turkish Airlines & Norwegian Air

    Mercado Abierto
    Las claves del día en Wall Street

    Mercado Abierto

    Play Episode Listen Later Sep 30, 2025 8:58


    Julián Coca, gestor del fondo Alinea Global, repasa los protagonistas de la bolsa norteamericana: COTY, BOEING, Verizon, EchoStar y Nike.

    The Chinchilla Picking Podcast
    Episode 213: Is The Stock Market In a Bubble?

    The Chinchilla Picking Podcast

    Play Episode Listen Later Sep 29, 2025 55:14


    Plus Brandon tells you what stock he's thinking about buying and Dave uncovers a Chinese company trying to challenge the duopoly of Airbus and Boeing

    OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
    “NBA-Aktie kaufen?” - Trump-Zölle, Boeing profitiert, Costco, Bechtle & Cancom

    OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

    Play Episode Listen Later Sep 29, 2025 13:53


    Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. EA geht privat für 50 Milliarden. Trump-Zölle: 100% auf Medikamente, 25% auf LKWs. EU-China-Zölle auf Stahl. Boeing wird wieder vertraut und bekommt Riesen-Aufträge. Costco wächst, aber nicht genug. Aktivistischer Investor bei Six Flags. Die NBA-Teams Celtics und Lakers wurden zusammen für 16 Milliarden verkauft. Warum so viel für ein Team zahlen, das operativ kaum konstante Gewinne abwirft? Bei MSG (WKN: A140F0) finden wir die Antwort. Deutschland hat sein Sondervermögen für Digitalisierung verkündet. Wer könnte profitieren? IT-Dienstleister Bechtle (WKN: 515870) und Cancom (WKN: 541910)? Diesen Podcast vom 29.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

    Onyx and the World of Oil Derivatives
    Trump's 100% Tariffs, U.S. Shutdown Deadline, Dollar Weakens & Gold Surges | Macro Mondays

    Onyx and the World of Oil Derivatives

    Play Episode Listen Later Sep 29, 2025 32:46


    In this week's Macro Mondays, James Todd is joined by Spyridon Kokas and Mita Chaturvedi to dissect a turbulent week in markets. President Trump has unveiled plans for sweeping new tariffs, including a 100% tariff on pharmaceutical imports, just as Washington stares down another potential government shutdown at the October 1st deadline. The Dollar continues to weaken, with Treasury yields sliding as faith in U.S. data erodes and the Fed faces pressure to accelerate rate cuts. Gold and silver both powered to record highs on surging ETF demand, while the Dollar-Yen teeters as the Bank of Japan signals a hawkish tilt. Brent struggles to hold above $70/bbl amid Russian supply hits and a surprise surge in Indonesian exports to China. In equities, Boeing rebounds on a huge Turkish Airlines order, even as the S&P 500 consolidates after recent losses. With non-farm payrolls and critical inflation prints due this week, markets are bracing for another bout of volatility. 

    L'Heure H
    Archive : SABENA, 80 ans d'histoire arrêtés net

    L'Heure H

    Play Episode Listen Later Sep 29, 2025 40:07


    Le 7 novembre 2001, un Airbus A340 effectue le dernier vol de la SABENA, accueilli dans une atmosphère d'hommage et de tristesse. La faillite de la compagnie met brutalement fin à 80 ans d'histoire et prive plus de 7 000 employés de leur emploi. Fondée en 1923, la SABENA fut l'une des premières compagnies aériennes au monde et un fleuron national. Elle prospéra grâce à ses lignes européennes et africaines, notamment vers le Congo belge, qui furent longtemps son atout majeur. Après la Seconde Guerre mondiale, elle connut un âge d'or, portée par la modernité, l'Expo 58 et l'arrivée des jets comme le Boeing 707. Mais les coûts énormes, l'endettement, la perte du Congo et les chocs pétroliers fragilisèrent durablement la compagnie. Les années 1970-80 furent marquées par des restructurations douloureuses, des grèves et la fin du soutien massif de l'État belge. Dans les années 1990, la privatisation partielle amena Swissair comme partenaire, mais celui-ci privilégia ses propres intérêts. Après les attentats du 11 septembre 2001 et la faillite de Swissair, la SABENA n'eut plus aucune chance de survie. Sa disparition symbolise la mort d'un monument national et la fin d'une époque où la Belgique rayonnait dans le ciel. Merci pour votre écoute Vous aimez l'Heure H, mais connaissez-vous La Mini Heure H https://audmns.com/YagLLiK , une version pour toute la famille.Retrouvez l'ensemble des épisodes de l'Heure H sur notre plateforme Auvio.be :https://auvio.rtbf.be/emission/22750 Intéressés par l'histoire ? Vous pourriez également aimer nos autres podcasts : Un jour dans l'Histoire : https://audmns.com/gXJWXoQL'Histoire Continue: https://audmns.com/kSbpELwAinsi que nos séries historiques :Chili, le Pays de mes Histoires : https://audmns.com/XHbnevhD-Day : https://audmns.com/JWRdPYIJoséphine Baker : https://audmns.com/wCfhoEwLa folle histoire de l'aviation : https://audmns.com/xAWjyWCLes Jeux Olympiques, l'étonnant miroir de notre Histoire : https://audmns.com/ZEIihzZMarguerite, la Voix d'une Résistante : https://audmns.com/zFDehnENapoléon, le crépuscule de l'Aigle : https://audmns.com/DcdnIUnUn Jour dans le Sport : https://audmns.com/xXlkHMHSous le sable des Pyramides : https://audmns.com/rXfVppvVous aimez les histoires racontées par Jean-Louis Lahaye ? Connaissez-vous ces podcast?Sous le sable des Pyramides : https://audmns.com/rXfVppv36 Quai des orfèvres : https://audmns.com/eUxNxyFHistoire Criminelle, les enquêtes de Scotland Yard : https://audmns.com/ZuEwXVOUn Crime, une Histoire https://audmns.com/NIhhXpYN'oubliez pas de vous y abonner pour ne rien manquer.Et si vous avez apprécié ce podcast, n'hésitez pas à nous donner des étoiles ou des commentaires, cela nous aide à le faire connaître plus largement. Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

    Defense & Aerospace Report
    Defense & Aerospace Report Podcast [Sep 27, '25 Business Report]

    Defense & Aerospace Report

    Play Episode Listen Later Sep 28, 2025 59:50


    On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street ended the week slightly down as a protracted US government shutdown looms; President Trump reversed course saying that with European help he now thinks Ukraine can win back its territory, suggesting America won't block assistance to Kyiv as Moscow ramps up its attacks; France latest debt downgrade as the French, German, Spanish and Belgian effort to develop a new generation of combat aircraft hits its latest snag — as an increasingly frustrated Germany reconsiders its participation, Dassault's CEO Eric Trappier again makes clear Berlin is welcome to leave the program, a stance that Hensoldt CEO Oliver Dörre said he found “bizarre,” but added that the sophisticated avionics his company and Spain's Indra are developing for the SCAF program would find other buyers; Commerce Secretary Howard Lutnick's proposal to revamp the US H-1B visa process that allows skilled foreign talent to work in America would cost $100,000 — up from a few thousand — and whether it will achieve the aim of deterring skilled immigrants from coming to the United States and if so, where they talent will flow; Boeing and its unionized St Louis workers will meet next week to discuss ending the nearly two month strike; and news from the Air Force Association's otherwise quiet Air Space and Cyber conference and tradeshow including Honeywell and Pratt & Whitney's small jet engines for unmanned collaborative combat aircraft, the acceleration of Northrop Grumman's B-21 Raider bomber program, and Air Force interest in a stealthy next generation tanker, if the service can find the money to develop and buy it in the wake of pressing ahead with the F-47 fighter program led by Boeing.

    Brave Dynamics: Authentic Leadership Reflections
    Kaizen VS. Boeing Failures, Lean Loops & Startup Learning - E630

    Brave Dynamics: Authentic Leadership Reflections

    Play Episode Listen Later Sep 28, 2025 12:15


    Jeremy Au shared lessons from Toyota's Kaizen model, Boeing's safety lapses, and lean startup methods. He explained why small improvements, frontline empowerment, and rapid iteration matter for both manufacturing and startups. The discussion connected MVP thinking with divergence/convergence cycles and how faster learning beats the competition. 00:46 Kaizen as Learning Flywheel: Jeremy introduces Kaizen as a cycle of building, measuring, and improving that mirrors startup learning. 01:35 Toyota's Frontline Empowerment: He highlights how Toyota empowered workers to suggest improvements and stop production to ensure quality. 03:10 Boeing's Safety Failures: Jeremy shows how ignoring frontline mistakes caused costly recalls and damaged Boeing's reputation. 05:00 Rate of Learning as Edge: He explains why startups win by learning faster than rivals, compounding insights into competitive advantage. 07:15 MVP by Stages: Jeremy uses the skateboard-to-car analogy and China's EV path to show how MVPs accelerate learning at every stage. Watch, listen or read the full insight at https://www.bravesea.com/blog/kaizen-vs-boeing #Kaizen #Toyota #Boeing #LeanStartup #MVP #ContinuousImprovement #Iteration #StartupLessons #ProductDevelopment #BRAVEpodcast Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

    Leading Saints Podcast
    Leading in the Lord’s Way | An Interview with Ernest Davis

    Leading Saints Podcast

    Play Episode Listen Later Sep 27, 2025 33:07 Transcription Available


    Ernest Lee Davis, a native of Los Angeles, California, spent most of his life there before earning an athletic scholarship to the University of Idaho, where he graduated with a Bachelor of Science in Communications. He earned his MBA from Western Governors University and will finish his Doctorate in Philosophy of Leadership with an emphasis on Servant-Leadership from Gonzaga University this year. Ernest has worked as a finish manager/leader in the aerospace industry for over 15 years at Skills Inc., a nonprofit organization that partners with The Boeing Company. He has dedicated his career to creating meaningful opportunities for persons with disabilities and other marginalized groups, encouraging an inclusive and diverse workforce. A devoted follower of Jesus Christ, Ernest joined the Church in 2005 and is committed to living the Savior's teachings and sharing his personal story of resilience. He is the author of the best-selling book Leading in the Lord's Way: A Journey of Servant Leadership, and I Am Aye Child of God. At church, he has served as a member of his stake high council and currently as stake Young Men first counselor. Ernest and his wife, Ruth, have three children and live in Puyallup, Washington. Links Leading in the Lord's Way: A Journey of Servant Leadership I am Aye Child of God Transcript available with the video in the Zion Lab community Summary Ernest explores servant leadership principles and shares insights from his personal journey, emphasizing the importance of empathy, stewardship, and building a beloved community. Key Insights Servant Leadership: Ernest emphasizes the concept of leading through service, drawing on his experiences and the teachings of the gospel. He intertwines personal stories with leadership principles to illustrate how effective leadership is rooted in empathy and understanding. Empathy: Understanding others' perspectives is crucial for effective leadership. Ernest shares examples of how empathy can help leaders connect with individuals from diverse backgrounds and support them in overcoming their challenges. Stewardship: Leaders are responsible for nurturing the talents and potential of those they serve. Ernest encourages leaders to recognize their stewardship over individuals in their communities and to cultivate their growth. Beloved Community: The idea of Zion as a beloved community is central to Ernest's message. He advocates for inclusivity and acceptance, stressing the importance of making everyone feel welcome and valued within the church. Diversity in Leadership: Ernest highlights the need for diverse representation in leadership roles to better serve marginalized communities and to foster a more inclusive environment within the church. Leadership Applications Fostering Empathy: Latter-day Saint leaders can practice empathy by actively listening to the experiences of those they serve, which can help build trust and understanding within their communities. Cultivating Talents: Leaders should focus on identifying and nurturing the unique talents of individuals in their wards, creating opportunities for them to contribute and grow. Building Inclusive Communities: By promoting a sense of belonging and acceptance, leaders can create a welcoming environment that encourages participation from all members, regardless of their background or circumstances. Highlights 00:03:17 - Inspiration for Writing the Book Ernest shares what inspired him to write "Leading in the Lord's Way." 00:04:03 - Early Life and Challenges Ernest discusses his upbringing, homelessness, and the journey to college football. 00:05:07 - Meeting the Missionaries How Ernest first encountered the missionaries and his initial experience with the Book of Mormon. 00:06:32 - Knee Injury and Finding the Covenant Path The impact of Ernest's knee injury on his life and how it led him to baptism. 00:06:43 - Leadership Aspirations

    WSJ What’s News
    Regulators Scale Back Obstacles for Boeing

    WSJ What’s News

    Play Episode Listen Later Sep 26, 2025 13:09


    P.M. Edition for Sept. 26. Six years after two deadly crashes of its 737 MAX jets, Boeing has regained authority from the Federal Aviation Administration to do some of its own safety checks. We hear from WSJ reporter Andrew Tangel about what this means for the company. Plus, banks are racing to respond to regulators' broad requests for information on whether they closed customer accounts on political or religious grounds. WSJ banking reporter Gina Heeb discusses what regulators are asking for, and why now. And, as videogame maker Electronic Arts nears a roughly $50 billion deal to go private, Journal reporter Miriam Gottfried says it's not necessarily a sign that leveraged buyouts are back in vogue. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    WSJ Minute Briefing
    Consumer Sentiment Dropped in September

    WSJ Minute Briefing

    Play Episode Listen Later Sep 26, 2025 2:26


    Plus: Pharma company Amgen announces a $650 million expansion of its U.S. manufacturing network. And federal regulators ease restrictions on Boeing aircraft deliveries. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

    CNBC Business News Update
    Market Close: Stocks Higher, Boeing Shares Higher On Eased Regulations, China Silent On US TikTok Deal 9/26/25

    CNBC Business News Update

    Play Episode Listen Later Sep 26, 2025 3:47


    From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Gee and Ursula Show
    Hour 3: Are you worried about the Big Dark?

    The Gee and Ursula Show

    Play Episode Listen Later Sep 26, 2025 36:19


    Mariners playoff tickets sell out/ Boeing makes a deal/ The Big Dark is coming!/ AGREE TO DISAGREE: Are NFL Kickers too good?/ WE HEAR YOU! and WORDS TO LIVE BY

    China Manufacturing Decoded
    Fail‑Safe by Design: Avoiding Catastrophic Product Failures

    China Manufacturing Decoded

    Play Episode Listen Later Sep 26, 2025 28:52 Transcription Available


    In this episode, Adrian is joined by Renaud Anjoran to explore fail-safe design principles: essential thinking for anyone developing most kinds of products. Through real-world examples ranging from Tesla doors to Boeing and consumer electronics, they highlight how designers must ask: “If this fails, what happens to the user?” They break down why it matters, what trade-offs exist, and how structured risk analysis, simplification, redundancy, and error-proofing can dramatically reduce hazards and costly failures.   Episode Sections: 00:00:03 – Introduction 00:01:00 – Tesla door handle fail-safe issue 00:02:32 – Building lock systems vs. car safety 00:05:55 – Structured thinking in fail-safe design 00:07:21 – Designing with users in mind 00:09:02 – Risk analysis methods: FMEA & fault tree analysis 00:11:10 – Catastrophic failures & extreme examples 00:12:18 – Everyday product applications 00:14:21 – Principle: Simplification in design 00:16:13 – Redundancy in critical systems 00:20:30 – Battery management & safety logic 00:20:34 – Human error and mistake-proofing 00:23:09 – Error-proofing examples: tables & plugs 00:23:41 – Trade-offs and cost considerations 00:26:03 – Testing, regulations & standards (UL, ETL, etc.) 00:27:11 – Summary & wrap-up 00:28:07 – Final thoughts & listener takeaway 00:28:19 – Outro   Are you designing a new product? Ask yourself: “If this fails, what happens?” Visit Sofeast.com to learn how our quality, reliability, and product development teams can support you in building safer, more reliable products.   Related content... Fail Safe Design Principles & Examples | Product Risk Reduction Alaska Airlines Boeing 737 Max 9 Near Disaster! Quality & Reliability Issues? Why Product Safety, Quality, and Reliability Are Tightly Linked Tesla's Cybertruck Debacle: Reliability, Politics, & Plummeting Sales [Podcast] We can do your manufacturing at Agilian Technology   Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB

    Excess Returns
    Finding the Next Great Tech Compounders | John Tinsman

    Excess Returns

    Play Episode Listen Later Sep 25, 2025 57:18


    In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his investing journey began, the lessons he learned from both successes and failures, and how those experiences shaped his current investment philosophy. We dive deep into the concepts of low marginal cost, profitable growth, digital toll booths, and the transformative impact of AI. John also discusses his approach to valuation, position sizing, and why he believes large-cap growth and technology will continue to lead in the years ahead.Main topics covered:John's path from personal investing to launching an ETFLessons learned from early stock picks and market-making experienceThe power of low marginal cost businesses and long-term compoundingHow AI is reshaping software development, innovation, and profitabilityThe importance of revenue and earnings growth in stock selectionDigital toll booths as the future of software business modelsDifferences between profitable vs. unprofitable growth companiesWhy technology leadership today differs from the dot-com eraThe role of sectors, valuation, and position sizing in portfolio constructionJohn's views on growth vs. value, large-cap vs. small-cap, and future innovation trendsTimestamps:00:00 The riskiest thing in investing02:00 John's background and early investing journey05:00 Lessons from Apple, Boeing, Visa, and Potash10:00 Insights from agriculture and value investing12:00 AI's impact on software development and innovation16:00 Sectors, classifications, and thematic approaches18:00 Comparing AI disruption to past bubbles21:00 Profitability in today's tech companies22:00 Will the top companies stay dominant?26:00 Large-cap vs. small-cap technology investing28:00 Growth vs. value in today's market30:00 Demographics, Buffett's lessons, and sector shifts34:00 Value vs. software companies35:00 Digital toll booths explained37:00 Growth sustainability and digital infrastructure40:00 Semiconductor cycles and long-term demand44:00 Screening for growth and low marginal cost47:00 Sell discipline and valuation checks49:00 Position sizing and portfolio management51:00 ETF tax benefits and structure53:00 Where AOTG fits in portfolios54:00 One belief peers disagree with56:00 One lesson for the average investor57:00 Closing thoughts and outro

    Communism Exposed:East and West
    US Ambassador Says Potential China Deal With Boeing ‘Very Important' to Trump

    Communism Exposed:East and West

    Play Episode Listen Later Sep 25, 2025 5:46


    The Greek Current
    Trump prepares to roll out the red carpet for Turkey's Erdogan

    The Greek Current

    Play Episode Listen Later Sep 24, 2025 15:11


    President Trump is about to roll out the red carpet for Turkey's President Erdogan this week in the White House, with issues like a “large-scale” purchase of Boeing aircraft, a “big deal” for F-16s, and Turkey's desire to acquire F-35s set to dominate the agenda. Sinan Ciddi, a non-resident senior fellow at the Foundation for Defense of Democracies and an expert on Turkish politics, joins Thanos Davelis as we break down what's at stake and why the US is facing a moment of truth when it comes to Turkey.You can read the articles we discuss on our podcast here:An autocratic Turkey does not deserve US military aidTurkey's Erdogan gets Trump's red carpet — but don't reward his treachery with US fighter jetsTurkey plans to buy hundreds of Boeing airliners and Lockheed Martin fighters, Bloomberg News reportsHigh-tech tax authority helps Greece return to Europe's financial mainstreamHow Greece's neglected power grid fuels wildfire destruction

    The Rundown
    Palantir Partners with Boeing, Alibaba Soars on AI Announcements

    The Rundown

    Play Episode Listen Later Sep 24, 2025 9:50


    Stock market update for September 24, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    SocialFlight Live!
    FROM F-15 to ULTRA SHORT TAKEOFF AIRCRAFT! Learn AGILE COMBAT with Col. Donn "Master" Yates

    SocialFlight Live!

    Play Episode Listen Later Sep 24, 2025 63:54


    Callsign MASTER, Col. Donn Yates served for 25 years as an Air Force fighter pilot and Army infantryman. During his storied career, he commanded a Joint Special Operations Aviation Detachment, a fighter squadron, an operations group, and the largest F-15 fighter wing in the Air Force. He is a graduate and former instructor of the US Air Force Fighter Weapons School, the Air Force equivalent of TOPGUN. Following his retirement from the Air Force, Donn served as the Chief Operating Officer for the 5th largest private jet charter company in the United States. Following that, he led Business Development & Strategy efforts for the Air Dominance Division at the Boeing Company. His portfolio included F-15, F/A-18, E/A-18, MQ-25, T-7 and Phantom Works. Donn is currently Vice President of Government Programs for Electra.aero, developing incredible ultra-short t/o aircraft for the next generation of air transportation. “SocialFlight Live!” is a live broadcast dedicated to supporting General Aviation pilots and enthusiasts during these challenging times. Register at SocialFlightLive.com to join the live broadcast every Tuesday evening at 8pm ET (be sure to join early because attendance is limited for the live broadcasts). Aspen Avionics www.aspenavionics.com Avemco Insurance www.avemco.com/socialflight Avidyne www.avidyne.com Continental Aerospace Technologies www.continental.aero EarthX Batteries www.earthxbatteries.com Hartzell Engine Technologies https://hartzell.aero Hartzell Propeller www.hartzellprop.com Lightspeed Aviation www.lightspeedaviation.com Michelin Aircraft https://aircraft.michelin.com/ Phillips 66 Lubricants https://phillips66lubricants.com/industries/aviation/ Tempest Aero www.tempestaero.com Titan Aircraft www.titanaircraft.com Trio Avionics www.trioavionics.com uAvionix www.uavionix.com Wipaire www.wipaire.com

    TR724 Podcasts
    Tarik Toros | Boeing sızıntısı, casusluk tanıtımı ve Bilal

    TR724 Podcasts

    Play Episode Listen Later Sep 23, 2025 6:58


    Tarik Toros | Boeing sızıntısı, casusluk tanıtımı ve Bilal by Tr724

    FactSet U.S. Daily Market Preview
    Financial Market Preview - Monday 22-Sep

    FactSet U.S. Daily Market Preview

    Play Episode Listen Later Sep 22, 2025 4:47


    S&P futures are down (0.3%) with major tech names edging lower in pre-market trading. Asian equities finished Monday mixed. Japan's Nikkei rebounded after Friday's BOJ-related drop, and the Hang Seng underperformed. Gains were seen in Australia, Taiwan, and South Korea, supported by semiconductor optimism. European benchmarks are mostly softer in early trades. Companies Mentioned: TikTok, Pfizer, Boeing, Comcast

    Democracy Now! Audio
    Democracy Now! 2025-09-18 Thursday

    Democracy Now! Audio

    Play Episode Listen Later Sep 18, 2025 59:00


    Headlines for September 18, 2025; Amnesty Int’l: Boeing, Lockheed Martin, Palantir Enable & Profit from Israel’s Genocide in Gaza; “The Disappearance of Dr. Abu Safiya”: Al Jazeera Film on Israel’s Abduction & Torture of Gaza Doctor

    Democracy Now! Video
    Democracy Now! 2025-09-18 Thursday

    Democracy Now! Video

    Play Episode Listen Later Sep 18, 2025 59:00


    Headlines for September 18, 2025; Amnesty Int’l: Boeing, Lockheed Martin, Palantir Enable & Profit from Israel’s Genocide in Gaza; “The Disappearance of Dr. Abu Safiya”: Al Jazeera Film on Israel’s Abduction & Torture of Gaza Doctor