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Kelly Ortberg
Boeing (CEO)
First call on the ledger
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Where they stand
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Calls it 'a super resilient market... We forecast that the market is going to continue to be strong' (@77:39) despite Brent at $90 and the Iran conflict; 737 rate now 47/month with 'aspirations to get to 63 a month' (@76:55). Show intro paraphrases the figure as 40,000 (@12:08); CEO's on-tape number is 44,000.
“We just came out with the new forecast for overall aircraft growth and we see 44 000 airplanes in the next 20 years”
Direct answer to Guy Johnson: 'One of the things that's only driving the economy right now is the ai boom... do you think it's going to be worth it?' (@78:14). Adds 'I think ai is going to really change The way we do our work' (@78:39) and that the 'real step function in automation will come with the next generation aircraft' (@79:23).
“Oh, yeah, I do. Uh, ai is critically important to us.”
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