Hear them before you pitch them
Come Fly with Me! Delta Air Lines, The World’s Biggest Airline Discusses Why it’s Not the Business Warren Buffett Used to Avoid - With CEO, Ed Bastian.
WithEd Bastian
About this episode
“Airlines are a terrible business. They’re capital‑intensive, unionized, and heavily regulated… there’s very little moat.” So Warren Buffett once observed. But is that still true? In this episode, we examine the thesis for investability and try to understand the direction and shape of flying.… More on the show's page
Listen on
Apple PodcastsThe show's page
Delta's Ed Bastian on spiking fuel, summer travel, and a blunt reality check on AI
WithEd Bastian
About this episode
Few companies have a better real-time read on the American economy than Delta, and few CEOs are more willing to say what they actually think. Ed Bastian returns to Rapid Response to share what Delta's booking data is telling him that the headlines aren't, why he's not convinced by AI until it moves…
Listen on
Apple PodcastsRapid Response: Finding windows of opportunity, w/Delta CEO Ed Bastian
WithEd Bastian
About this episode
With deserted airports, vaccine and mask mandates, and pandemic-prompted staff departures behind it, Delta Air Lines is once again soaring, recently sharing $563 million in profits with its employees. CEO Ed Bastian, in his third appearance on Rapid Response, talks about capitalizing on the big…
Listen on
Apple PodcastsRapid Response: Delta CEO Ed Bastian: Turbulence, recovery, and risk
WithEd Bastian
About this episode
With 75% of U.S. customers saying they'll soon be vaccinated, Delta is embracing a new phase, opening up middle seats as of May 1. CEO Ed Bastian bet at the start of the pandemic that focusing on consumer confidence and reinforcing Delta’s brand would ultimately pay big rewards. Now that strategy…
Listen on
Apple PodcastsRapid Response: Burning cash, accepting turbulence w/Delta CEO Ed Bastian
WithEd Bastian
About this episode
A surprisingly candid and upbeat interview on the industry hardest hit by the pandemic. Delta saw seat bookings fall to less than 5% of normal, had 40,000 employees go on unpaid leave, and raised $14 billion in funding – all to withstand a cash burn that still stands at $30 million a day. To…
Listen on
Apple Podcasts
Episodes of the shows we follow, matched by name. Not them? Tell us.
Find people like Ed
Filter every partner and angel by firm, kind, market and whether we watched them invest. Free with an account.