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184 - David Siegel, Senior Advisor, Apollo Global Management

Airlines Confidential Podcast

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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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