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Boeing - $BA

"We're not passing that cost to our customers": Qatar Airways CEO on fuel
9 takeaways: Why 75% of bookings now land inside 60 days, the 138 aircraft arriving over five years, and what cargo is doing while the Strait is shut
 • The Scuttlebutt
NASA administrator on outsourcing: "75% of the workforce we were renting indefinitely"
8 calls: Why he killed the lunar Gateway, what he says a lunar lander actually costs, and why the only usable part of the moon is the size of Washington…
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"The only guarantee we can get is that they are not safe": UC Berkeley professor on AI
5 insights: Why he says the large language model was the wrong technology path, what Boeing's bypass of safety certification cost, and the behavioral…
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Elon Musk: have the AI labs test each other's models, and China would probably agree
13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…
 • The Scuttlebutt
Scott Bessent: the US goes to 80% of global computing power by 2028, from 60% now
11 takeaways: The 35% of advanced chipmaking he wants onshore, why he says the Strait of Hormuz stops mattering in 2 yrs, and the profits number the…
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Anders Forslund: the largest electric airplane ever flown did it on $5 of electricity
10 takeaways: The 400 Wh/kg threshold Elon Musk set 12 years ago, why the 30-seater died in the 1990s, and the $1B of equity between a demonstrator and…
 • The Scuttlebutt
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