it's a bit of a gray line - it's being published on HBR which is a "Big Name Publication" to a certain extent. that being said, it IS a blog, and blogs are for random musings such as this...
"Big Name Publications" do not get a free pass for speculation, in print or in blog. They gain credibility, so they can say things like "From talking to senior Boeing engineers, we uncovered..." but making up hypotheses out of thin air is shoddy journalism that should be criticized, regardless of the source.