Tom, Extremely informative chart. For full assessment of competition in this market, it would be necessary to include EWR-LAX for United (and any other?) players. To avoid offence to other Mifnetters, I will merely point out the progressive decline in AA's share of what had long been a pot of gold. Talk about destruction of shareholder value and employee morale.
Daniel Solon On Mon, Sep 15, 2025 at 11:30β―AM Tom Ronell via Mifnet < mifnet@lists.mifnet.com> wrote: > > > How Delta and Fetcherrβs AI integration is reshaping competitive dynamics > in commercial aviation > β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β > β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β > β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β > β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β > β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β > β β β β β β > > > September 11, 2025 | *Read Online* > <https://link.mail.beehiiv.com/ss/c/u001._5numPXmgQHwf8y5c6x4IdWMAj2fzZqurTIQpA9RBpOeDTZ4KmnzbBZOFLjfuJU9ey6o38VqlPcsdOFwADQyiQQIWLg55B8OhKgf6I4aBYFxK5TJOSPAna3nA3XUTyiMhzxWGYtvd2u5_fTPrqdvHKQLwOLj-D1Or7Euu5rLAWi0L3aCUAcDWUbvnJwQqfJkWQM-xKBnnC0MX-SCKFUaOxe9SnYPuxyemmT-sVA2VXnF9DnjaD_Y7KruxgY-04s19OZGvuBwKnTVg7oOcoQ-NeaE4UU_BI7QPg8OlH-bnDl0iMhgD1vkIC4dKSdHJgrKa84i7Gd-oE-_rcd1Hy34mCSSNWO2oxkror47Kqgn731StQjVFzA-n6K_9n549geqfgC7fteKWkmSeC4q-6-W74C1aqNscSDRiwf9ZzmTHk232e-4xQu6mBSA9VCKW14LBmK7ZPU2u2qe3u-mEZVgSCORv_ofaCfugQUN_BFH7OC3Opwu5fiEVmlSB6owWlhupyEAuS9HAtJ54kmv0R1MnMebZLM6WScUpj72DuxRDKDkMM_tQ8mrlGbEkCsTTFZKvcOzTRP06Q1L0Z2hEyu0xvg7gX5beO2rwococb4lnhJ4byMATYmP8SgEFRB_rP9MPfncjC_JdiwCtBycoI6RxBNGB8MABoykduggqd2gkRokxgTFS18Az_brr9fL3hvGW2eubeQgPeKYq2Ylp4Fy-6Yqyw1azmmfMrqlKs9F34kZs4Fg2ZvYV6IiU5kjaPKkyeXObjGlzijrciJyfn-L4bHh63DY-y3ODNoykZOpPok7f2N6ZolEUBwpqfUVCyJw-AGF-00EI3RoVdelNKArtQ/4jt/zlNX6ctvRQOmY2sSETTCHQ/h0/h001.54h0NTzff9Yb_uw_CzgbuJnUVihPEugoJXHo_UAsCoI> > > > <https://link.mail.beehiiv.com/ss/c/u001.RgaqJXOKOMD0CjLevtgNWKG19Fhv5dALupd7aZvwfK_WikXAVyRV8Ur9lAqMl3P9tS5lKnP7N7bHj89NtpwPzsIzOv3lmSk4hhQsH8HGur0mHEQ5hPKGf4L5y4LBwb-KN5I1ZaUe0omd_mU9rf2uD14Tb-opCiJ8LMQRaZwNkQPKGU26DudDgpGw7h09LTS1a8tyZ0fl_VIukGGsbD7OusFZZy1R4hL78K_Rh00PE3nLJZH7Puet8Pl0fkGLBKdxCwnjrZlGHa_Yh417BV0p8w/4jt/zlNX6ctvRQOmY2sSETTCHQ/h1/h001._pQLiQllbma6mDJxOA2cAu5cQoqu9HMwNOFTHm_oEEM> > *Understanding the new airline AI arms race * > > How Delta and Fetcherrβs AI integration is reshaping competitive dynamics > in commercial aviation > > [image: share on facebook] > > > > [image: share on twitter] > > > > [image: share on threads] > > > > [image: share on linkedin] > > Behold AI - the two letters attached to any new project to drive a stock > price higher without having to explain why. Already, the public is picking > up on the overuse of the word, with an estimated 95% of AI projects > failing. > > Weβve been working with AI models for almost 20 years - well before they > were even called AI models. We are certainly not experts on AI, but we can > provide some context. Sometimes β roughly 5%, according to the MIT report β > these projects succeed. > > Take Delta Air Lines, for example. The airlineβs Q2 2025 earnings call > shook some people in the industry. It should have. After several years of > being the unannounced U.S. airline partner for A.I. firm Fetcherr, Delta > emerged. The results were impressive. How do we know? Glenn Hauenstein said > as much: βWe like what we see. We like it a lotβ¦β > > What surprised us wasnβt that Delta was using this model β it was that > Delta announced they were. This prompted a seemingly endless stream of > questions from our subscribers about what is happening at Delta and > Fetcherr. > > The answer is both simultaneously simple and complex. Simple in that the > public fears of the new model of it being able to read browsing history or > even see how much you have in your checking account are hilariously absurd. > Yet, of course, it is a complex model. How complex? 15 pages complex. > > In response to the dozens of emails weβve received regarding AI in > aviation and its implications, we've created an AI primer, of sorts. > > It was supposed to be a newsletter. Things got a bit out of hand. > > Weβve written a whitepaper > <https://link.mail.beehiiv.com/ss/c/u001.joH_rygxVYHeMSQ6CNaYACCghKiG-tl39A0SBsfKs-yyfrbLyABGaokJJRS0waJO48B8i_LXI77_jYS8tyMOrGtLygCwCY6J7ZT9A8kbtcOZhAnEpiOWLgt8tUqxj_5uvDx-wIGUzo4hQA-Fnd5_65jiX62gFX-LkfERXWI9koXRoalR0bmfPiuDLcW77Q2Du6tCxUP8pu2OcKyBW3kdmbPDGHLtI6CkK3DL5ngFoxNFtXK6IT_Wapt0FJJMmIoc-6aqbA6lrANNNXTVeWvBSO5VQan3EAklAb8smxIThzED1qtf6aigXJRMF8dBHHSy0ygXDYz5GVkrDypqh3yPLRcqwIxr3t7GG7kThby7P1c/4jt/zlNX6ctvRQOmY2sSETTCHQ/h6/h001.cgyYl3hYO1H5669soY151-y5r24X4qo1uL2yWINvztQ> > on what is happening with Deltaβs new integration of Fetcherrβs AI model. > It serves as an oversimplified primer on AI in commercial aviation, written > for those who have questions about what it actually means to deploy a model > like this, and why itβs both not really new and a very big deal at the same > time. > > The intention is to take you from zero to β*oh, so itβs not reading my > private information in an attempt to rise up and take over the world.*β > > Wellβ¦ not yet, anyway. > > But this *is* a big deal β at least it can be. And while airline revenue > management departments have been at the forefront of these types of AI > models for decades, the advantages arenβt limited to that one department. > > So, while AI remains a massive industry of diverse models with seemingly > endless applications, we focus on this one: An oversimplified look at > artificial Intelligence from the 1800s to 2025, and why this latest news > from Delta is saying the quiet part out loud. > > The whitepaper is free and available to all to download through our new > research library. > > Pricing at the Speed of Data: The New Airline AI Arms Race > <https://link.mail.beehiiv.com/ss/c/u001.joH_rygxVYHeMSQ6CNaYACCghKiG-tl39A0SBsfKs-yyfrbLyABGaokJJRS0waJO48B8i_LXI77_jYS8tyMOrGtLygCwCY6J7ZT9A8kbtcOZhAnEpiOWLgt8tUqxj_5uvDx-wIGUzo4hQA-Fnd5_65jiX62gFX-LkfERXWI9koXRoalR0bmfPiuDLcW77Q2Du6tCxUP8pu2OcKyBW3kdmbPDGHLtI6CkK3DL5ngFoxNFtXK6IT_Wapt0FJJMmIoc-6aqbA6lrANNNXTVeWvBSO5VQan3EAklAb8smxIThzGSKtz9u_yeJJUozsF1SxpSMDc-QtIeK8FA4jTDDkkVQL5TVBgvMhlNjiOor3xAnjA/4jt/zlNX6ctvRQOmY2sSETTCHQ/h7/h001.gH3_AptW8i4lAjtIvXUGbMcnLIG7Xgp3bHBicJEvySM> > > > <https://link.mail.beehiiv.com/ss/c/u001.joH_rygxVYHeMSQ6CNaYACCghKiG-tl39A0SBsfKs-yyfrbLyABGaokJJRS0waJO48B8i_LXI77_jYS8tyMOrGtLygCwCY6J7ZT9A8kbtcOZhAnEpiOWLgt8tUqxj_5uvDx-wIGUzo4hQA-Fnd5_65jiX62gFX-LkfERXWI9koXRoalR0bmfPiuDLcW77Q2Du6tCxUP8pu2OcKyBW3kdmbPDGHLtI6CkK3DL5ngFoxNFtXK6IT_Wapt0FJJMmIoc-6aqbA6lrANNNXTVeWvBSO5VQan3EAklAb8smxIThzGtrcBpKKh1PD6v8YaeZIu-NvGWLScdwQqx_wZpqwkC6DWe6c2EgNJJCB34B4zeE_M/4jt/zlNX6ctvRQOmY2sSETTCHQ/h8/h001.p9fIGdtuHnO6XvdeS26vNzoNK6WC8zALNcYv7E5ig8Y> > > > Research published this week > > > <https://link.mail.beehiiv.com/ss/c/u001.joH_rygxVYHeMSQ6CNaYACCghKiG-tl39A0SBsfKs-znEbkqBevQbbWOS-hcitY0lckwFzZo21YgZPlPpNMIxYqrbaomfPTgxIGDSKo3wxlmN9lcVE0gI4MXRbEuiKlMeuDG5S56qIi6lJJoheXFPChP30AXqFhr_ggAPPZ03zFHmolEtXeIX-_wXU7sEbd6J_k2i4iw6mj1ZJ7pMxU_5sYe27tI5hqaqO9t92rgbn36IQeN2DRJmDcfRghq1yDmPMt0EUN1ecCilv3Th8DE9jweUbf5LRfu9ohvEsE5KJx0gcY0OlxKWTPaZSerALaziY27sA8H4LpYKF79XcYCdCR9MLGNMlvl1bFZcz2eSWZ7TvPY-Gtl3I47F9AVx_jL/4jt/zlNX6ctvRQOmY2sSETTCHQ/h9/h001.cVMc9LpCSert_YMJiQMvohOBaiDE209Rlw4KoO2Y_NI> > > > > > *You should do a chart onβ¦* > > *AI-generated chart that showsβ¦ nothing* > > We like to create valuable charts. 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