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184 - David Siegel, Senior Advisor, Apollo Global Management

Airlines Confidential Podcast

CHAPTER

JetBlue's Fight From New York to London

It's questionable to me whether all three of these airlines are going to make it. Flying long haul is a very difficult thing to do with really low fares, because even cost inefficient airlines are pretty low costs. When they fly a big airplane long distance, that creates a lot of ASMs. And when you're dividing by ASMs, it's easy to get those costs down. I wish she had tried JetBlue's fight from New York to London as part of that.

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