Why Bombardier's $8B Attempt to Break the Boeing/Airbus Duopoly Failed(capitalfolly.com)

2 pointsby d_e_solomon8 bulan yang lalu1 comments

Why Bombardier's $8B Attempt to Break the Boeing/Airbus Duopoly Failed

https://capitalfolly.com/bombardiers-crash-course/

1 comments

d_e_solomon8 bulan yang lalu

The aircraft industry is one of the clearest case studies of how capital intensity, long development cycles, and political pressure create near-unbreakable duopolies.

Bombardier spent around $7–8B developing the CSeries, but a steep discount to Delta triggered a 300% U.S. tariff, killing the program. Airbus later acquired it for $1.

I wrote a breakdown of what went wrong; engineering missteps, cost overruns, government intervention, and why COMAC may be the only realistic future challenger.