If Boeing went and delivered all of those planes in the next year or two it would be a disaster for the airline industry. There are so many orders only because airlines are planning out for a decade or more and are slotting in replacements for when they project their current airframes to age out.

The airliner industry is overdue for a disruption at this point. Corporate consolidation has left too few players to get proper competition. Unfortunately the airliner industry is so heavily regulated that even a crazy billionaire would have a tough time breaking in.