drill baby drill?

closer to topic. I’m interested in contrasting the market sentiment today with the sentiment in September or October of this year, followed by the sentiment this time next year. I wonder if DAL will be hiring then.

 

Nothing but my gut feeling, but I think hiring will generally be a lot more measured going forward, even if the economy booms in the next year (which I think it will). The airline is right-sized to maximize the premium travel market. I think we’ll see even more catering to HVC and business travel with accelerated retiring of our aging fleets (ERs, maybe 717s). The impending downturn will likely open up aircraft delivery spots/opportunities for more 320/330NEOs and 350s at low prices which Delta could move on.

I don’t know when we’ll see the 737 MAXs.

 

What we're seing is the post cOvId wind back of travel. Many on here did accurately predict this. We are returning to more normal capacity after riding high on that boom. It was a few good years and we (the industry as whole) needed that juice. It really isn't doom or gloom like some are posting about over in the DAL poolie thread. Just the return to a median.

We are staffed properly in most fleets ATM. We're still hiring and that number for 2025 will be ~1000 over the entire year. We are still forecasting growth at around 3% for the year. Energy will become cheaper, so that will help. We will maintain our focus on the premium product and all that goes along with that. It really is our edge right now, that, and our reliability. We still run a pretty tight operation compared to other airlines. So long as we maintain our focus areas - reliability and catering to the premium customers, I don't see many issues going forward for us here.

The slight drops in capacity actually help out a little given our NB delivery delays in MAX and NEO. That's why I stated above we are pretty well staffed in most fleets.

 

I think this is the reason Boeing stock is back up today. Boeing has a decade backlog and Airbus 12 years. Any airline that cancels deliveries will be stuck with what they have, in the business world, for an eternity.

 

I would like to understand what Tesla’s future business is if selling cars is not its primary function moving forward. I’m worried I’m missing something.

 

robotaxis and something something ai

 

power, humanoid robots, FSD. All tied into the massive computing power of AI not just now but in the future.
just think of a robot that doesn’t talk back, never gets fat, cooks like Giada, makes one hell of a Manhattan, is never too tired, and won’t take half your net worth.

 

I've never been a movie or read a book where that goes wrong because of rich billionaires/tech bro hubris.

 

And yet you sit and watch the airplane do a CatIII autoland ?

 

Yes, artificial intelligence and an autoland are the exact same things lol. Put your flip phone away, old man.