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George Ferguson

๐Ÿ‘ค Speaker
15 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg News Now
US on Iran Talks, Iran Drafts Law to Impose Hormuz Tolls, More

I think the challenge here is that since the pandemic, JetBlue really hasn't performed very well in cash generation.

Bloomberg News Now
US on Iran Talks, Iran Drafts Law to Impose Hormuz Tolls, More

Part of it's been that attempted merger with Spirit.

Bloomberg News Now
US on Iran Talks, Iran Drafts Law to Impose Hormuz Tolls, More

But also recently, the low end of the flying public, the basic economy business has been pretty rough.

Bloomberg News Now
US on Iran Talks, Iran Drafts Law to Impose Hormuz Tolls, More

Fares have been lower than needed, I think, to get good profitability.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

And that's going to bring broadband revenue and it's going to bring direct to sell revenue.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

The pivot to the moon and Mars, I think, is a little more about sort of marketing than it is about revenue generation.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

I'm all about revenue and profit generation.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Now we're facing this AI arms race with China.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

We need more power.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

We need energy addition.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

The way to have energy addition is to stop getting rid of the stuff that already works.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

And of course, that includes our fossil fuel baseload.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

In the PGM market, 70% of the power was coming from hydrocarbons during those storms.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

I mean, America and the world is dependent on it and is going to be in the long future.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Gotcha.