Originally Posted by
Softpayman
The mid 2030s are an eternity from now...especially in the airline business. Think of where things were 10 years ago now, 2015. Every few years the deck will be reshuffled unless of course you think the deck has been whittled down via bankruptcies and mergers to the final "too big to fail" pieces.
Yeah, it’s a long time, no doubt. I know I said mid 2030s, but it’s crazy to think about the beginning of the next decade is in 4 years. Still quite of bit of time, but it’s certainly knocking on our doors.
Interestingly enough, I didn’t believe in the “too big to fail” until recently. The big 4 rn won’t be going anywhere, just that they’ll leapfrog each other in metrics.
I think the smaller players will be kept around, but consolidation will happen at that level.
Only time will tell