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Prof G Markets
Perplexity’s Fourth Funding Round + Lessons From Boeing in Long-Term Thinking
Oct 28, 2024
51:15
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The discussion kicks off with a look at declining home sales and Tesla's earnings. The hosts delve into a McDonald's health scare and Shein's slowing growth. Scott argues that despite recent challenges, Boeing could still be a strong investment. They also tackle the complexities of Boeing's labor strike and its pension plans. Finally, Perplexity's funding round is analyzed, revealing differing outlooks on its potential amid competitive tensions in the AI search engine landscape.
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Quick takeaways
- Boeing's ongoing labor strike poses significant risks to its financial recovery, highlighting tensions between traditional pensions and modern retirement benefits.
- Shein's continued revenue growth despite ethical scrutiny reflects the complexities of balancing profitability with social responsibility in fast fashion.
Deep dives
Boeing's Strike and Financial Struggles
Boeing is currently facing significant challenges, including a strike by its workers who have rejected a contract proposal despite the offer of a 35% raise over four years. The workers are advocating for a 40% increase, exposing underlying issues between traditional pensions and modern retirement plans. Boeing reported a staggering quarterly loss of $6 billion, its worst since 2020, and also noted ongoing cash burn through 2025. The current labor situation has implications for Boeing's financial stability, as a prolonged strike may hinder its ability to recover and improve operations.
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