[ethbro]

I'd argue Boeing (and most other companies) have the benefit of amortizating "fear" over the total installed base of similar technologies.

A Chevy engine turns out to have a design flaw, investors say "Yes, but Ford produces and sells tons of engines, so here's how much we think fixing it will cost."

It seems like the recent Uber / Tesla self-driving impact is more of the form of "Gee, maybe this isn't even possible."

If the V-22 Osprey tiltrotor were the only aircraft Boeing made... then I'd say it would be a more similar analogy.