WEBVTT 00:00:00.000 --> 00:00:03.003 - It is mission impossible, but it's also exciting 00:00:03.003 --> 00:00:05.922 because it means you need to get organized differently 00:00:05.922 --> 00:00:09.134 and you need to penetrate the upstream supply 00:00:09.134 --> 00:00:11.052 with different tools, different practices, 00:00:11.052 --> 00:00:12.595 and different attitude. 00:00:12.595 --> 00:00:13.596 - Pierre, welcome. 00:00:13.596 --> 00:00:17.434 Pierre, given the big shifts we're seeing in geopolitics, 00:00:17.434 --> 00:00:21.229 in economics, in technology, is this a turning point, 00:00:21.229 --> 00:00:23.231 do you think, for the industry? 00:00:23.231 --> 00:00:26.818 - If we reflect on the last five, six years, 00:00:26.818 --> 00:00:29.696 it's a succession of turning points. 00:00:29.696 --> 00:00:33.825 The root causes associated to those points are different. 00:00:33.825 --> 00:00:35.827 Were different. 00:00:35.827 --> 00:00:39.205 Without naming them very precisely, 00:00:39.205 --> 00:00:44.169 this VUCA world is a changing world, which is mad, 00:00:44.169 --> 00:00:48.339 at least had the merit to highlight the necessity 00:00:48.339 --> 00:00:50.258 for us to work differently. 00:00:50.258 --> 00:00:53.720 The semiconductor crisis in '22, 00:00:53.720 --> 00:00:59.184 the raw material shortage, titanium or steel later on. 00:00:59.184 --> 00:01:03.813 But I would say the recurring drama 00:01:03.813 --> 00:01:09.402 around sub-tiers has shown the necessity for us to 00:01:09.402 --> 00:01:12.822 work differently and care more about the upstream. 00:01:12.822 --> 00:01:17.077 60 to 70% of our problems are coming from upstream, 00:01:17.077 --> 00:01:21.790 of which half of them, roughly a third of our problems, 00:01:21.790 --> 00:01:25.543 are generated by suppliers that we don't know, 00:01:25.543 --> 00:01:27.212 for which we're not necessarily in 00:01:27.212 --> 00:01:29.214 any contractual relationship. 00:01:29.214 --> 00:01:32.092 It is mission impossible, but it's also exciting 00:01:32.092 --> 00:01:35.053 because it means you need to get organized differently 00:01:35.053 --> 00:01:38.223 and you need to penetrate the upstream supply 00:01:38.223 --> 00:01:40.100 with different tools, different practices, 00:01:40.100 --> 00:01:41.351 and different attitude. 00:01:41.351 --> 00:01:46.064 So it's a chance to reinvent the way we operate. 00:01:46.064 --> 00:01:48.483 That's the positive side of this 00:01:48.483 --> 00:01:50.401 succession of turning points. 00:01:50.401 --> 00:01:51.945 - What's the biggest challenge? 00:01:51.945 --> 00:01:56.366 Also what's the key in creating a scalable 00:01:56.366 --> 00:01:58.118 and resilient supply chain? 00:01:58.118 --> 00:02:01.538 - I think it's the capacity 00:02:01.538 --> 00:02:07.627 to penetrate more into the upstream value stream. 00:02:07.627 --> 00:02:13.174 It's the ability to better understand the impact 00:02:13.174 --> 00:02:17.345 of a Tier 3 to a Tier 2, a Tier 2 to a Tier 1. 00:02:17.345 --> 00:02:20.557 It's what we call an integrated line of balance. 00:02:20.557 --> 00:02:24.352 So we cannot handle that with the traditional tools 00:02:24.352 --> 00:02:27.105 and the traditional ways of working. 00:02:27.105 --> 00:02:33.403 We handle that with cooperation, trust. So it's not digital. 00:02:33.403 --> 00:02:37.615 It's in our ability to explain that no one 00:02:37.615 --> 00:02:41.327 shall second-guess on our demand, for instance. 00:02:41.327 --> 00:02:44.122 It's a typical mistake. 00:02:44.122 --> 00:02:48.001 But we should also care about the upstream problem more 00:02:48.001 --> 00:02:49.586 in a generic manner. 00:02:49.586 --> 00:02:51.462 - What about AI? 00:02:51.462 --> 00:02:54.883 How do advances in AI contribute to the solution here? 00:02:54.883 --> 00:02:58.428 - Where AI is a tremendous opportunity, I would say, 00:02:58.428 --> 00:03:00.305 a game changer, 00:03:00.305 --> 00:03:05.560 is in the way to automate recurring tasks with a prompt 00:03:05.560 --> 00:03:08.897 that are generated by the guys 00:03:08.897 --> 00:03:12.609 being really brick and mortar. 00:03:12.609 --> 00:03:15.612 So it's not rocket science. 00:03:15.612 --> 00:03:18.281 It's more a matter of reconciliating the old world 00:03:18.281 --> 00:03:19.365 with the new one. 00:03:19.365 --> 00:03:20.617 What is key is the result. 00:03:20.617 --> 00:03:23.536 It's not what we do; it's the result out of it. 00:03:23.536 --> 00:03:26.706 Where we are not clear yet is to design an aircraft 00:03:26.706 --> 00:03:30.126 with AI, 00:03:30.126 --> 00:03:33.213 and to industrialize an aircraft with AI, 00:03:33.213 --> 00:03:37.967 which will go far beyond the traditional things 00:03:37.967 --> 00:03:41.346 that most of the people know. 00:03:41.346 --> 00:03:45.850 It will request engineers capable to formalize their mind 00:03:45.850 --> 00:03:49.896 in the way to request things they know, to size, 00:03:49.896 --> 00:03:52.023 calculate, or apprehend. 00:03:52.023 --> 00:03:54.442 But it's a matter of productivity, speed, 00:03:54.442 --> 00:03:57.820 and also capacity, probably, 00:03:57.820 --> 00:04:00.823 to simulate different options much faster 00:04:00.823 --> 00:04:05.078 and with a broader perspective. 00:04:05.078 --> 00:04:07.121 - Pierre, thank you so much for your time. 00:04:07.121 --> 00:04:08.039 - Thank you. 00:04:08.039 --> 00:04:10.583 (upbeat music)