Jake sales control room
Quick links for MVC decks, one-pagers, and follow-up material.
Decks
One-pagers
Architecture
Next
- Robotics/data deck, draft next
- Robotics story one-pager, optional after deck is locked
Story reminders
- Start with scarce expert labor, not robots. Boeing projects 710,000 new commercial aviation maintenance technicians needed worldwide by 2044. Boeing PTO
- Aviation is the wedge. ATEC and Oliver Wyman say U.S. civil commercial aviation maintenance already has more than 431,000 personnel, but commercial air transport alone still faces a 2025 shortage in certificated mechanics. ATEC pipeline
- Demand is moving the wrong way. Oliver Wyman puts global aviation MRO at $119B in 2025 and $156B by 2035, driven by older aircraft and more flight hours. Oliver Wyman
- The broader industrial pattern is bigger. BLS counts 538,300 U.S. industrial machinery mechanics, maintenance workers, and millwrights, with 13% growth and 54,200 openings per year projected through 2034. BLS
- The wedge gets paid today. McKinsey says one-fifth of aviation maintenance technician jobs may go unfilled by 2033 and technicians can spend about 60% of the day researching, troubleshooting, and preparing reports. McKinsey
- Robots are arriving, but integration is the bottleneck. IFR counts 4.66M industrial robots in operation, while adoption is still constrained by vision, process design, and system integration expertise. IFR
- Data is the bridge from documentation to robots. EgoMimic shows egocentric human video can scale imitation learning, and NVIDIA GR00T trains on real-robot trajectories, human videos, and synthetic data. EgoMimic, GR00T
- MVC story: glasses observe, mechanic just does the job, human reviews and signs. We solve the urgent documentation problem while collecting the expert maintenance data robots will need.