Originally Posted by flensr

My personal side-bet is that Delta and United both report a warning 2Q or 3Q next year that they are going to badly miss their hiring targets going forward. Not sure what they'll attribute the shortfall to, training capacity or "pilot shortage", but I think they'll have to bring it up during an earnings call if they don't meet the hiring targets they have already published and also fall short of their earnings targets. That could force some additional big changes across the industry, if the investors get spooked and pull their money out because they don't think the companies will be able to meet hiring targets for whatever reason.



That will risk another industry-wide breath holding competition, seeing who runs out of cash first and gets bought out just for their pilots.