Good article and that analyst knows his shit and has been sounding the alarm on Boeing Commercial Aircraft for quite some time. Separate article explaining what type of entity might go after BCA in the future: http://www.richardaboulafia.com/shownote.asp?id=676
Comments
https://aviationweek.com/aerospace/aircraft-propulsion/opinion-will-boeing-become-next-mcdonnell-douglas
Meanwhile United Airlines orders 200 flying taxis. I assume, with No government subsidy or any action by Sound transit.
https://www.digitaltrends.com/news/united-airlines-to-order-200-flying-taxis-for-airport-trips/
http://www.richardaboulafia.com/shownote.asp?id=676