Bloomberg Audio Studios, podcasts, radio news.

Bloomberg Audio Studios, podcasts, radio news.

Well, two heads are better than one, as they say, when it comes to Ed Bastian in his keynote of the Sphere, several CEOs came up to me and said that he set the bar so impossibly high on this presentation. Inside of that technology forward venue, but Delta is thinking about real technology for customers in how they get to and.

Well, two heads are better than one, as they say, when it comes to Ed Bastian in his keynote of the Sphere, several CEOs came up to me and said that he set the bar so impossibly high on this presentation. Inside of that technology forward venue, but Delta is thinking about real technology for customers in how they get to and.

From and inside the airplane. Ed, we have a lot to discuss.

From and inside the airplane. Ed, we have a lot to discuss.

All I want to talk about what you guys call multimodel transport. I'm going to set a baseline and say skeptical because I've been talking to Jobe ev tool company for a flying tax company for a long time.

All I want to talk about what you guys call multimodel transport. I'm going to set a baseline and say skeptical because I've been talking to Jobe ev tool company for a flying tax company for a long time.

I'm yet to see it. But on the Uber deal, very interesting.

I'm yet to see it. But on the Uber deal, very interesting.

So basically a partnership where you've got a Delta flight you have an incentive to taking Uber to the airport.

So basically a partnership where you've got a Delta flight you have an incentive to taking Uber to the airport.

Sounds like a very good deal for Uber.

Sounds like a very good deal for Uber.

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

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

First of all, thank you for thank you for having me Dar and I've been talking about this for a while. Fifteen percent of all Uber rides are either to or from airports, So the financial incentive, as you say, for Uber to work exclusively with a large airline like Delta is important, but also as we continue to improve both of our premium experiences, so a lot of the focus is going to be going on the upscale opportunities and lift where Delta excels at, and I think Uber wants to work with us to learn about that, and then in turn, members of the Delta loyalty program and the Uber Loyalty program drive incredible sign ups. And we've seen that with other brands like Starbucks, for example, we blew the lid off the loyalty programs of both companies when we announced that a couple of years back. I think Uber, you're going to see a similar type of trend where people are going to pile in and say I want to be part of the ecosystem you're building.

First of all, thank you for thank you for having me Dar and I've been talking about this for a while. Fifteen percent of all Uber rides are either to or from airports, So the financial incentive, as you say, for Uber to work exclusively with a large airline like Delta is important, but also as we continue to improve both of our premium experiences, so a lot of the focus is going to be going on the upscale opportunities and lift where Delta excels at, and I think Uber wants to work with us to learn about that, and then in turn, members of the Delta loyalty program and the Uber Loyalty program drive incredible sign ups. And we've seen that with other brands like Starbucks, for example, we blew the lid off the loyalty programs of both companies when we announced that a couple of years back. I think Uber, you're going to see a similar type of trend where people are going to pile in and say I want to be part of the ecosystem you're building.

For those that's for Meili a Jobe is company that makes flying taxis.

For those that's for Meili a Jobe is company that makes flying taxis.

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

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

Most people will be watching and listening in New York City and also in Los Angeles, and our thoughts go to those in Los Angeles impacted by what's happening with the fires. The concept is that rather than take a very long car journey to the airport in high density traffic, you take a hot on an evy toll, you get off, and you get on in your.

Most people will be watching and listening in New York City and also in Los Angeles, and our thoughts go to those in Los Angeles impacted by what's happening with the fires. The concept is that rather than take a very long car journey to the airport in high density traffic, you take a hot on an evy toll, you get off, and you get on in your.

Case is a delta flight. It seems so far away.

Case is a delta flight. It seems so far away.

Still ed Well, it's you. We're talking about the next century of flight.

Still ed Well, it's you. We're talking about the next century of flight.

So our fame is Gelta is turning one hundred years old this year, and we spent a little bit of time reminiscing about what the first one hundred years of flight was.

So our fame is Gelta is turning one hundred years old this year, and we spent a little bit of time reminiscing about what the first one hundred years of flight was.

And when you think.

And when you think.

About where we were this time one hundred years ago, or just the flight was just launching to where we could end up one hundred years from now, here's a tremendous amount of opportunity. So yes, in the immediate term, it's going to take some time. It could be three years, five years, seven years before these things start to gain some scale. But we're already in the in the game of Jobi. We're an investor as is in the product. We expect in the next couple of years you'll start to see it in the skies, both in New York and la FA and regulatory agencies have been very supportive. Yes, they have building the framework for the certification of the product, and we know there's great value proposition every time you're stuck, whether it's going out on a one and a half hour car ride between Manhattan and JFK and sometimes even the Laguardian or the same thing in LA. Delta is the number one airline in both New York as well as in LA. We've got the infrastructure in place to be able to bring that in. Again, it's going to be a premium experience, which we specialize in.

About where we were this time one hundred years ago, or just the flight was just launching to where we could end up one hundred years from now, here's a tremendous amount of opportunity. So yes, in the immediate term, it's going to take some time. It could be three years, five years, seven years before these things start to gain some scale. But we're already in the in the game of Jobi. We're an investor as is in the product. We expect in the next couple of years you'll start to see it in the skies, both in New York and la FA and regulatory agencies have been very supportive. Yes, they have building the framework for the certification of the product, and we know there's great value proposition every time you're stuck, whether it's going out on a one and a half hour car ride between Manhattan and JFK and sometimes even the Laguardian or the same thing in LA. Delta is the number one airline in both New York as well as in LA. We've got the infrastructure in place to be able to bring that in. Again, it's going to be a premium experience, which we specialize in.

So I'm excited about where it's going.

So I'm excited about where it's going.

It's going to take longer than people would want it to take, but it's coming.

It's going to take longer than people would want it to take, but it's coming.

That's often the case at CES, that's coming those kinds of things, but this is coming.

That's often the case at CES, that's coming those kinds of things, but this is coming.

You have convictions.

You have convictions.

This is not a question of if.

This is not a question of if.

It's just a question of how long it's going to take through the learning journey.

It's just a question of how long it's going to take through the learning journey.

And that's why I'll check in with you every year until it happens. We have Delta's AI story early version of it, Delta Concierge. You know, I'm someone that flies a lot. I rely heavily on an interaction with an app. Within the app as a chatbot, it's automated, driven by AI, but often my frustration is I don't get the answer I want, I need a human is Delta concierge going to work and actually does it drive new customers to Delta?

And that's why I'll check in with you every year until it happens. We have Delta's AI story early version of it, Delta Concierge. You know, I'm someone that flies a lot. I rely heavily on an interaction with an app. Within the app as a chatbot, it's automated, driven by AI, but often my frustration is I don't get the answer I want, I need a human is Delta concierge going to work and actually does it drive new customers to Delta?

How do they hear about it?

How do they hear about it?

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

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

We have two hundred million customers on an annual basis that we serve.

We have two hundred million customers on an annual basis that we serve.

We know so much about our customers, we have so.

We know so much about our customers, we have so.

Much insight from them that we're working with companies like qual Tricks on the experienced management front or opportunities to continue to take and create greater ability to serve up the customers how they can get better control over the travel journey. You know, so much of the apps today are helpful, but when you really need them, as you say, it's sometimes hard to get through a lot a lot of the barriers in terms of true self service. So this is going to take self service to a new level where through voice, through through experienced management, through personalized journey and our ability to build our technology personalized connection to that customer. And it's not just going to be about how do we get to a different flight if I've had a cancellation, or how do I move my seat or how do I look at my schedule. It's going to be you know, what do you want to do when you're there and people that kind of come into our ecosystem potentially, do you want to take a big a jobey versus having to take an over? Do you want to have an opportunity to learn about what we are doing along the journey? All of that's going to be in a concierge model, and we just think about historically who concierge have been. They've been all encompassing, there to serve and that's what we can do with gen AI.

Much insight from them that we're working with companies like qual Tricks on the experienced management front or opportunities to continue to take and create greater ability to serve up the customers how they can get better control over the travel journey. You know, so much of the apps today are helpful, but when you really need them, as you say, it's sometimes hard to get through a lot a lot of the barriers in terms of true self service. So this is going to take self service to a new level where through voice, through through experienced management, through personalized journey and our ability to build our technology personalized connection to that customer. And it's not just going to be about how do we get to a different flight if I've had a cancellation, or how do I move my seat or how do I look at my schedule. It's going to be you know, what do you want to do when you're there and people that kind of come into our ecosystem potentially, do you want to take a big a jobey versus having to take an over? Do you want to have an opportunity to learn about what we are doing along the journey? All of that's going to be in a concierge model, and we just think about historically who concierge have been. They've been all encompassing, there to serve and that's what we can do with gen AI.

Are you looking at AI for pricing, real time pricing?

Are you looking at AI for pricing, real time pricing?

We are, we are.

We are, we are.

When does that happen?

When does that happen?

We're already experimenting with it.

We're already experimenting with it.

The number one question I get for you every every time, Starling, and they look at your competitors and there's they're pivots, Starling.

The number one question I get for you every every time, Starling, and they look at your competitors and there's they're pivots, Starling.

They want to see it in Delta.

They want to see it in Delta.

Yeah, well we were with Starlink well before any of the other airlines. I need deployment in terms of exploring the opportunity. We worked with SpaceX for quite a few years. We weren't able to get We were ready to go before they were, and so that's why we moved with Ysat. Viasat is already up and running and all of the announcements you've seen around starlink largely and certainly there's some Summit care airlines. Some of the small islands like Hawaiian maybe up and running out, but everybody else is still just starting.

Yeah, well we were with Starlink well before any of the other airlines. I need deployment in terms of exploring the opportunity. We worked with SpaceX for quite a few years. We weren't able to get We were ready to go before they were, and so that's why we moved with Ysat. Viasat is already up and running and all of the announcements you've seen around starlink largely and certainly there's some Summit care airlines. Some of the small islands like Hawaiian maybe up and running out, but everybody else is still just starting.

On the journey. We're done with the journey.

On the journey. We're done with the journey.

We're going to be finishing out the international rollout this year, and there will be opportunities if there's better technology to come, we can learn that, but it wasn't ready for us. We were ahead of the game and we're gonna stay ahead of the game.

We're going to be finishing out the international rollout this year, and there will be opportunities if there's better technology to come, we can learn that, but it wasn't ready for us. We were ahead of the game and we're gonna stay ahead of the game.

Had final question. You put a lot of work and.

Had final question. You put a lot of work and.

Money into cloud migration AWS, but the big story CrowdStrike. I want to ask simply what the learning and lesson was there and the net result of what happened there.

Money into cloud migration AWS, but the big story CrowdStrike. I want to ask simply what the learning and lesson was there and the net result of what happened there.

Well, CrowdStrike is a situation where you pay top dollar to have what you believe to be the best in class defender of your surface.

Well, CrowdStrike is a situation where you pay top dollar to have what you believe to be the best in class defender of your surface.

Technology surface and unfortunately they failed us.

Technology surface and unfortunately they failed us.

And so that will be litigated in the courts and there will be some resolution achieved sometime.

And so that will be litigated in the courts and there will be some resolution achieved sometime.

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

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

What we learned is that you can never allow the technology provider to have access into your internal core without your ability to ensure either they got the proper controls in place where you have the controls over them.

What we learned is that you can never allow the technology provider to have access into your internal core without your ability to ensure either they got the proper controls in place where you have the controls over them.

And unfortunately that was the case.

And unfortunately that was the case.

And by the way, was it just a case of Delta's case with hundreds of thousands of companies around the world.

And by the way, was it just a case of Delta's case with hundreds of thousands of companies around the world.

And that's see, I'll see, I really appreciate your time. Here is only twenty five

And that's see, I'll see, I really appreciate your time. Here is only twenty five