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Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

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Speaker 2: Well, two heads are better than one, as they say,

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Speaker 2: when it comes to Ed Bastian in his keynote of

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Speaker 2: the Sphere, several CEOs came up to me and said

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Speaker 2: that he set the bar so impossibly high on this presentation.

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Speaker 2: Inside of that technology forward venue, but Delta is thinking

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Speaker 2: about real technology for customers in how they get to and.

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Speaker 3: From and inside the airplane. Ed, we have a lot

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Speaker 3: to discuss.

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Speaker 2: All I want to talk about what you guys call

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Speaker 2: multimodel transport. I'm going to set a baseline and say

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Speaker 2: skeptical because I've been talking to Jobe ev tool company

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Speaker 2: for a flying tax company for a long time.

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Speaker 3: I'm yet to see it. But on the Uber deal,

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Speaker 3: very interesting.

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Speaker 2: So basically a partnership where you've got a Delta flight

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Speaker 2: you have an incentive to taking Uber to the airport.

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Speaker 3: Sounds like a very good deal for Uber.

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Speaker 4: What about you, Oh, it's a great deal for us too.

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Speaker 1: First of all, thank you for thank you for having

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Speaker 1: me Dar and I've been talking about this for a while.

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Speaker 1: Fifteen percent of all Uber rides are either to or

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Speaker 1: from airports, So the financial incentive, as you say, for

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Speaker 1: Uber to work exclusively with a large airline like Delta

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Speaker 1: is important, but also as we continue to improve both

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Speaker 1: of our premium experiences, so a lot of the focus

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Speaker 1: is going to be going on the upscale opportunities and

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Speaker 1: lift where Delta excels at, and I think Uber wants

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Speaker 1: to work with us to learn about that, and then

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Speaker 1: in turn, members of the Delta loyalty program and the

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Speaker 1: Uber Loyalty program drive incredible sign ups. And we've seen

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Speaker 1: that with other brands like Starbucks, for example, we blew

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Speaker 1: the lid off the loyalty programs of both companies when

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Speaker 1: we announced that a couple of years back. I think Uber,

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Speaker 1: you're going to see a similar type of trend where

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Speaker 1: people are going to pile in and say I want

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Speaker 1: to be part of the ecosystem you're building.

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Speaker 2: For those that's for Meili a Jobe is company that

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Speaker 2: makes flying taxis.

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Speaker 3: Ev toll, but they also want to operate a service.

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Speaker 2: Most people will be watching and listening in New York

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Speaker 2: City and also in Los Angeles, and our thoughts go

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Speaker 2: to those in Los Angeles impacted by what's happening with

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Speaker 2: the fires. The concept is that rather than take a

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Speaker 2: very long car journey to the airport in high density traffic,

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Speaker 2: you take a hot on an evy toll, you get off,

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Speaker 2: and you get on in your.

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Speaker 3: Case is a delta flight. It seems so far away.

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Speaker 4: Still ed Well, it's you. We're talking about the next

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Speaker 4: century of flight.

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Speaker 1: So our fame is Gelta is turning one hundred years

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Speaker 1: old this year, and we spent a little bit of

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Speaker 1: time reminiscing about what the first one hundred years of

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Speaker 1: flight was.

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Speaker 4: And when you think.

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Speaker 1: About where we were this time one hundred years ago,

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Speaker 1: or just the flight was just launching to where we

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Speaker 1: could end up one hundred years from now, here's a

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Speaker 1: tremendous amount of opportunity. So yes, in the immediate term,

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Speaker 1: it's going to take some time. It could be three years,

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Speaker 1: five years, seven years before these things start to gain

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Speaker 1: some scale. But we're already in the in the game

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Speaker 1: of Jobi. We're an investor as is in the product.

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Speaker 1: We expect in the next couple of years you'll start

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Speaker 1: to see it in the skies, both in New York

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Speaker 1: and la FA and regulatory agencies have been very supportive. Yes,

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Speaker 1: they have building the framework for the certification of the product,

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Speaker 1: and we know there's great value proposition every time you're stuck,

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Speaker 1: whether it's going out on a one and a half

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Speaker 1: hour car ride between Manhattan and JFK and sometimes even

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Speaker 1: the Laguardian or the same thing in LA. Delta is

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Speaker 1: the number one airline in both New York as well

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Speaker 1: as in LA. We've got the infrastructure in place to

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Speaker 1: be able to bring that in. Again, it's going to

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Speaker 1: be a premium experience, which we specialize in.

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Speaker 4: So I'm excited about where it's going.

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Speaker 1: It's going to take longer than people would want it

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Speaker 1: to take, but it's coming.

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Speaker 2: That's often the case at CES, that's coming those kinds

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Speaker 2: of things, but this is coming.

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Speaker 3: You have convictions.

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Speaker 4: This is not a question of if.

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Speaker 1: It's just a question of how long it's going to

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Speaker 1: take through the learning journey.

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Speaker 2: And that's why I'll check in with you every year

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Speaker 2: until it happens. We have Delta's AI story early version

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Speaker 2: of it, Delta Concierge. You know, I'm someone that flies

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Speaker 2: a lot. I rely heavily on an interaction with an app.

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Speaker 2: Within the app as a chatbot, it's automated, driven by AI,

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Speaker 2: but often my frustration is I don't get the answer

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Speaker 2: I want, I need a human is Delta concierge going

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Speaker 2: to work and actually does it drive new customers to Delta?

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Speaker 3: How do they hear about it?

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Speaker 4: Well, first of all, we are operating at scale today.

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Speaker 1: We have two hundred million customers on an annual basis

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Speaker 1: that we serve.

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Speaker 4: We know so much about our customers, we have so.

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Speaker 1: Much insight from them that we're working with companies like

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Speaker 1: qual Tricks on the experienced management front or opportunities to

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Speaker 1: continue to take and create greater ability to serve up

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Speaker 1: the customers how they can get better control over the

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Speaker 1: travel journey. You know, so much of the apps today

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Speaker 1: are helpful, but when you really need them, as you say,

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Speaker 1: it's sometimes hard to get through a lot a lot

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Speaker 1: of the barriers in terms of true self service. So

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Speaker 1: this is going to take self service to a new

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Speaker 1: level where through voice, through through experienced management, through personalized

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Speaker 1: journey and our ability to build our technology personalized connection

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Speaker 1: to that customer. And it's not just going to be

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Speaker 1: about how do we get to a different flight if

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Speaker 1: I've had a cancellation, or how do I move my

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Speaker 1: seat or how do I look at my schedule. It's

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Speaker 1: going to be you know, what do you want to

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Speaker 1: do when you're there and people that kind of come

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Speaker 1: into our ecosystem potentially, do you want to take a

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Speaker 1: big a jobey versus having to take an over? Do

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Speaker 1: you want to have an opportunity to learn about what

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Speaker 1: we are doing along the journey? All of that's going

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Speaker 1: to be in a concierge model, and we just think

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Speaker 1: about historically who concierge have been. They've been all encompassing,

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Speaker 1: there to serve and that's what we can do with

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Speaker 1: gen AI.

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Speaker 3: Are you looking at AI for pricing, real time pricing?

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Speaker 4: We are, we are.

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Speaker 3: When does that happen?

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Speaker 4: We're already experimenting with it.

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Speaker 2: The number one question I get for you every every time, Starling,

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Speaker 2: and they look at your competitors and there's they're pivots, Starling.

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Speaker 3: They want to see it in Delta.

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Speaker 1: Yeah, well we were with Starlink well before any of

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Speaker 1: the other airlines. I need deployment in terms of exploring

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Speaker 1: the opportunity. We worked with SpaceX for quite a few years.

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Speaker 1: We weren't able to get We were ready to go

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Speaker 1: before they were, and so that's why we moved with Ysat.

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Speaker 1: Viasat is already up and running and all of the

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Speaker 1: announcements you've seen around starlink largely and certainly there's some

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Speaker 1: Summit care airlines. Some of the small islands like Hawaiian

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Speaker 1: maybe up and running out, but everybody else is still

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Speaker 1: just starting.

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Speaker 4: On the journey. We're done with the journey.

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Speaker 1: We're going to be finishing out the international rollout this year,

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Speaker 1: and there will be opportunities if there's better technology to come,

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Speaker 1: we can learn that, but it wasn't ready for us.

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Speaker 1: We were ahead of the game and we're gonna stay

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Speaker 1: ahead of the game.

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Speaker 3: Had final question. You put a lot of work and.

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Speaker 2: Money into cloud migration AWS, but the big story CrowdStrike.

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Speaker 2: I want to ask simply what the learning and lesson

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Speaker 2: was there and the net result of what happened there.

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Speaker 1: Well, CrowdStrike is a situation where you pay top dollar

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Speaker 1: to have what you believe to be the best in

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Speaker 1: class defender of your surface.

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Speaker 4: Technology surface and unfortunately they failed us.

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Speaker 1: And so that will be litigated in the courts and

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Speaker 1: there will be some resolution achieved sometime.

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Speaker 4: It may take a year or two, we'll see what happens.

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Speaker 1: What we learned is that you can never allow the

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Speaker 1: technology provider to have access into your internal core without

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Speaker 1: your ability to ensure either they got the proper controls

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Speaker 1: in place where you have the controls over them.

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Speaker 4: And unfortunately that was the case.

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Speaker 1: And by the way, was it just a case of

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Speaker 1: Delta's case with hundreds of thousands of companies around the world.

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Speaker 2: And that's see, I'll see, I really appreciate your time.

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Speaker 2: Here is only twenty five