I think there is an inherent temptation for any high CapEx business to financialize. Inherently, a company like Boeing or Intel needs to manage 10s to hundreds

I think there is an inherent temptation for any high CapEx business to financialize. Inherently, a company like Boeing or Intel needs to manage 10s to hundreds of billions in assets. This will inherently require a high skill finance department who will then look at the company from a spreadsheet perspective. This has been the trajectory of GE, Boeing, Intel, and I'm sure others.