Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: Well, two heads are better than one, as they say,
Speaker 2: when it comes to Ed Bastian in his keynote of
Speaker 2: the Sphere, several CEOs came up to me and said
Speaker 2: that he set the bar so impossibly high on this presentation.
Speaker 2: Inside of that technology forward venue, but Delta is thinking
Speaker 2: about real technology for customers in how they get to and.
Speaker 3: From and inside the airplane. Ed, we have a lot
Speaker 3: to discuss.
Speaker 2: All I want to talk about what you guys call
Speaker 2: multimodel transport. I'm going to set a baseline and say
Speaker 2: skeptical because I've been talking to Jobe ev tool company
Speaker 2: for a flying tax company for a long time.
Speaker 3: I'm yet to see it. But on the Uber deal,
Speaker 3: very interesting.
Speaker 2: So basically a partnership where you've got a Delta flight
Speaker 2: you have an incentive to taking Uber to the airport.
Speaker 3: Sounds like a very good deal for Uber.
Speaker 4: What about you, Oh, it's a great deal for us too.
Speaker 1: First of all, thank you for thank you for having
Speaker 1: me Dar and I've been talking about this for a while.
Speaker 1: Fifteen percent of all Uber rides are either to or
Speaker 1: from airports, So the financial incentive, as you say, for
Speaker 1: Uber to work exclusively with a large airline like Delta
Speaker 1: is important, but also as we continue to improve both
Speaker 1: of our premium experiences, so a lot of the focus
Speaker 1: is going to be going on the upscale opportunities and
Speaker 1: lift where Delta excels at, and I think Uber wants
Speaker 1: to work with us to learn about that, and then
Speaker 1: in turn, members of the Delta loyalty program and the
Speaker 1: Uber Loyalty program drive incredible sign ups. And we've seen
Speaker 1: that with other brands like Starbucks, for example, we blew
Speaker 1: the lid off the loyalty programs of both companies when
Speaker 1: we announced that a couple of years back. I think Uber,
Speaker 1: you're going to see a similar type of trend where
Speaker 1: people are going to pile in and say I want
Speaker 1: to be part of the ecosystem you're building.
Speaker 2: For those that's for Meili a Jobe is company that
Speaker 2: makes flying taxis.
Speaker 3: Ev toll, but they also want to operate a service.
Speaker 2: Most people will be watching and listening in New York
Speaker 2: City and also in Los Angeles, and our thoughts go
Speaker 2: to those in Los Angeles impacted by what's happening with
Speaker 2: the fires. The concept is that rather than take a
Speaker 2: very long car journey to the airport in high density traffic,
Speaker 2: you take a hot on an evy toll, you get off,
Speaker 2: and you get on in your.
Speaker 3: Case is a delta flight. It seems so far away.
Speaker 4: Still ed Well, it's you. We're talking about the next
Speaker 4: century of flight.
Speaker 1: So our fame is Gelta is turning one hundred years
Speaker 1: old this year, and we spent a little bit of
Speaker 1: time reminiscing about what the first one hundred years of
Speaker 1: flight was.
Speaker 4: And when you think.
Speaker 1: About where we were this time one hundred years ago,
Speaker 1: or just the flight was just launching to where we
Speaker 1: could end up one hundred years from now, here's a
Speaker 1: tremendous amount of opportunity. So yes, in the immediate term,
Speaker 1: it's going to take some time. It could be three years,
Speaker 1: five years, seven years before these things start to gain
Speaker 1: some scale. But we're already in the in the game
Speaker 1: of Jobi. We're an investor as is in the product.
Speaker 1: We expect in the next couple of years you'll start
Speaker 1: to see it in the skies, both in New York
Speaker 1: and la FA and regulatory agencies have been very supportive. Yes,
Speaker 1: they have building the framework for the certification of the product,
Speaker 1: and we know there's great value proposition every time you're stuck,
Speaker 1: whether it's going out on a one and a half
Speaker 1: hour car ride between Manhattan and JFK and sometimes even
Speaker 1: the Laguardian or the same thing in LA. Delta is
Speaker 1: the number one airline in both New York as well
Speaker 1: as in LA. We've got the infrastructure in place to
Speaker 1: be able to bring that in. Again, it's going to
Speaker 1: be a premium experience, which we specialize in.
Speaker 4: So I'm excited about where it's going.
Speaker 1: It's going to take longer than people would want it
Speaker 1: to take, but it's coming.
Speaker 2: That's often the case at CES, that's coming those kinds
Speaker 2: of things, but this is coming.
Speaker 3: You have convictions.
Speaker 4: This is not a question of if.
Speaker 1: It's just a question of how long it's going to
Speaker 1: take through the learning journey.
Speaker 2: And that's why I'll check in with you every year
Speaker 2: until it happens. We have Delta's AI story early version
Speaker 2: of it, Delta Concierge. You know, I'm someone that flies
Speaker 2: a lot. I rely heavily on an interaction with an app.
Speaker 2: Within the app as a chatbot, it's automated, driven by AI,
Speaker 2: but often my frustration is I don't get the answer
Speaker 2: I want, I need a human is Delta concierge going
Speaker 2: to work and actually does it drive new customers to Delta?
Speaker 3: How do they hear about it?
Speaker 4: Well, first of all, we are operating at scale today.
Speaker 1: We have two hundred million customers on an annual basis
Speaker 1: that we serve.
Speaker 4: We know so much about our customers, we have so.
Speaker 1: Much insight from them that we're working with companies like
Speaker 1: qual Tricks on the experienced management front or opportunities to
Speaker 1: continue to take and create greater ability to serve up
Speaker 1: the customers how they can get better control over the
Speaker 1: travel journey. You know, so much of the apps today
Speaker 1: are helpful, but when you really need them, as you say,
Speaker 1: it's sometimes hard to get through a lot a lot
Speaker 1: of the barriers in terms of true self service. So
Speaker 1: this is going to take self service to a new
Speaker 1: level where through voice, through through experienced management, through personalized
Speaker 1: journey and our ability to build our technology personalized connection
Speaker 1: to that customer. And it's not just going to be
Speaker 1: about how do we get to a different flight if
Speaker 1: I've had a cancellation, or how do I move my
Speaker 1: seat or how do I look at my schedule. It's
Speaker 1: going to be you know, what do you want to
Speaker 1: do when you're there and people that kind of come
Speaker 1: into our ecosystem potentially, do you want to take a
Speaker 1: big a jobey versus having to take an over? Do
Speaker 1: you want to have an opportunity to learn about what
Speaker 1: we are doing along the journey? All of that's going
Speaker 1: to be in a concierge model, and we just think
Speaker 1: about historically who concierge have been. They've been all encompassing,
Speaker 1: there to serve and that's what we can do with
Speaker 1: gen AI.
Speaker 3: Are you looking at AI for pricing, real time pricing?
Speaker 4: We are, we are.
Speaker 3: When does that happen?
Speaker 4: We're already experimenting with it.
Speaker 2: The number one question I get for you every every time, Starling,
Speaker 2: and they look at your competitors and there's they're pivots, Starling.
Speaker 3: They want to see it in Delta.
Speaker 1: Yeah, well we were with Starlink well before any of
Speaker 1: the other airlines. I need deployment in terms of exploring
Speaker 1: the opportunity. We worked with SpaceX for quite a few years.
Speaker 1: We weren't able to get We were ready to go
Speaker 1: before they were, and so that's why we moved with Ysat.
Speaker 1: Viasat is already up and running and all of the
Speaker 1: announcements you've seen around starlink largely and certainly there's some
Speaker 1: Summit care airlines. Some of the small islands like Hawaiian
Speaker 1: maybe up and running out, but everybody else is still
Speaker 1: just starting.
Speaker 4: On the journey. We're done with the journey.
Speaker 1: We're going to be finishing out the international rollout this year,
Speaker 1: and there will be opportunities if there's better technology to come,
Speaker 1: we can learn that, but it wasn't ready for us.
Speaker 1: We were ahead of the game and we're gonna stay
Speaker 1: ahead of the game.
Speaker 3: Had final question. You put a lot of work and.
Speaker 2: Money into cloud migration AWS, but the big story CrowdStrike.
Speaker 2: I want to ask simply what the learning and lesson
Speaker 2: was there and the net result of what happened there.
Speaker 1: Well, CrowdStrike is a situation where you pay top dollar
Speaker 1: to have what you believe to be the best in
Speaker 1: class defender of your surface.
Speaker 4: Technology surface and unfortunately they failed us.
Speaker 1: And so that will be litigated in the courts and
Speaker 1: there will be some resolution achieved sometime.
Speaker 4: It may take a year or two, we'll see what happens.
Speaker 1: What we learned is that you can never allow the
Speaker 1: technology provider to have access into your internal core without
Speaker 1: your ability to ensure either they got the proper controls
Speaker 1: in place where you have the controls over them.
Speaker 4: And unfortunately that was the case.
Speaker 1: And by the way, was it just a case of
Speaker 1: Delta's case with hundreds of thousands of companies around the world.
Speaker 2: And that's see, I'll see, I really appreciate your time.
Speaker 2: Here is only twenty five