A production executive working in the US would be crazy not to shoot in 4K, when there are so many pro tier 4K cameras around and "shot in 4K" advertising indicates the cutting edge of technology. The guy next to you shoots in 4K, as does the next guy over. It means you have to shoot in 4K too.Geoff Boyle talking bollocks, who'd have thought it?
And ARRI doesn't have a native 4K camera. And, if the industry purchases a bunch of new F55's and Red Dragons, there'll be a lot of used Alexa's available for buy or rent. The primary beneficiaries will be the second and third tier markets - the regional/ smaller economies - but the sales of the new Alexa's will fall off precipitously. And, as Henry Ford hundred years ago, ARRI doesn't really make anything else.