Lou Whiteman

I think that Textron's remaining businesses are set up to do well.

BizJets had a great book to build.

Bell Helicopter is going to replace the Blackhawk for the Army.

That's a huge contract.

You have both a good set of products and a chance to re-rate the company to be closer to its peers once it makes more sense.

Patience has been required here, but I think that patience is about to pay off.

I really think Textron is set up well here.

Yeah.

I don't know who's been more skeptical, Matt or Tyler, who's the most skeptical, but it feels like it's hard to find someone other than Sam Altman who hasn't been skeptical about OpenAI's grand pronouncements.

I guess maybe, though, the C-suites at Oracle and CoreWeave would be the exceptions, the ones that weren't.

Thing is, you know,

These are long-term projections in a Wild West market, a market that still hasn't formed.

Two years ago, when OpenAI was the bell of the ball, was riding high, had we even heard of Anthropic?

No.

In theory, I don't know why that can't happen again.

I'm not saying it will, but I don't think first-mover advantage here really matters.

I'm not sure that even if OpenAI isn't on a winning streak today, that really can be extrapolated into the future.

My question is, how does any of this make sense, guys?

Who's going to make money here?

Part of the reason OpenAI put out outrageous revenue assumptions is they have to offset outrageous spending needs.