01 / recommendation
Mentions personal use of Untangling Luck and Skill.
“I’ve read the book too which is worth reading, too, called Untangling Luck and Skill.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
Acquired / episode intelligence
Virgin America
Speakers in the public record
Claim mix
belief 7evaluation 6prediction 2recommendation 1preference 1commitment 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
18 published records
02 / belief
The Alaska brand, again, it was very good especially in the airline industry on its own. I think really was kind of like very professional.
“The Alaska brand, again, it was very good especially in the airline industry on its own. I think really was kind of like very professional.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
03 / belief
Any way you slice it, it’s going to take a while and I think there are two really head-scratching things about this merger that are really important, that certainly industry experts are questioning, but Alaska hasn’t talked a lot about, one, the primary reason for the sort f economic renaissance of airlines in the last couple of years has been falling fuel prices.
“Any way you slice it, it’s going to take a while and I think there are two really head-scratching things about this merger that are really important, that certainly industry experts are questioning, but Alaska hasn’t talked a lot about, one, the primary reason for the sort f economic renaissance of airlines in the last couple of years has been falling fuel prices.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
04 / belief
There’s two points I want to make here. One, Virgin is sort of only recently profitable, I think.
“There’s two points I want to make here. One, Virgin is sort of only recently profitable, I think.”
- Speaker
- Ben Gilbert
- Episode
- Virgin America
- Publisher
- Acquired
05 / belief
I think that everybody that has done well at loyalty in the last 50 years has taken it from airlines.
“I think that everybody that has done well at loyalty in the last 50 years has taken it from airlines.”
- Speaker
- Ben Gilbert
- Episode
- Virgin America
- Publisher
- Acquired
06 / belief
For me, I think the value has inflated both by the bidding war and by the fact that they bought something that had brand built into the market cap when they’re not necessarily a leverage and in fact have announced they’re not going to leverage that brand.
“For me, I think the value has inflated both by the bidding war and by the fact that they bought something that had brand built into the market cap when they’re not necessarily a leverage and in fact have announced they’re not going to leverage that brand.”
- Speaker
- Ben Gilbert
- Episode
- Virgin America
- Publisher
- Acquired
07 / belief
At prior scrap labs, a lot were thinking about starting these companies, I think I would get a lot of crazy looks if I was like, “Well, we’re going to be a low cost premium company.
“At prior scrap labs, a lot were thinking about starting these companies, I think I would get a lot of crazy looks if I was like, “Well, we’re going to be a low cost premium company.”
- Speaker
- Ben Gilbert
- Episode
- Virgin America
- Publisher
- Acquired
08 / belief
I think to give some credit to Alaska, I feel like we’ve been taking potshots of this deal, we’re in a tough position I think.
“I think to give some credit to Alaska, I feel like we’ve been taking potshots of this deal, we’re in a tough position I think.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
09 / evaluation
No other airline is rated as highly, basically which means that people who don’t think there’s a good chance they’ll go bankrupt.
“No other airline is rated as highly, basically which means that people who don’t think there’s a good chance they’ll go bankrupt.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
10 / evaluation
You’ve got basically a duopoly that are direct suppliers to the airlines in Boeing and Airbus that make the big passenger jets. They have a huge amount of power over the airlines because while there is two of them, you could go from one to the other, it’s not like you can say it’s not like the airlines can be like a Google and be like, “Oh, we’re going to become a full stack company and we’re just going to obsolete you and we’re going to make our own cloud,” or whatever, like, the airlines can’t make their own airplanes.
“You’ve got basically a duopoly that are direct suppliers to the airlines in Boeing and Airbus that make the big passenger jets. They have a huge amount of power over the airlines because while there is two of them, you could go from one to the other, it’s not like you can say it’s not like the airlines can be like a Google and be like, “Oh, we’re going to become a full stack company and we’re just going to obsolete you and we’re going to make our own cloud,” or whatever, like, the airlines can’t make their own airplanes.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
11 / prediction
Yeah. It was Slack I think that the network effect was because people were starting inter-company Slacks so you would end up with like, “Oh, I’m in this Slack,” that’s like a social thing or an industry thing.
“Yeah. It was Slack I think that the network effect was because people were starting inter-company Slacks so you would end up with like, “Oh, I’m in this Slack,” that’s like a social thing or an industry thing.”
- Speaker
- Ben Gilbert
- Episode
- Virgin America
- Publisher
- Acquired
12 / evaluation
Very true. I think that’s like the typical low end disruption case study. That’s a great business and a really interesting story on its own.
“Very true. I think that’s like the typical low end disruption case study. That’s a great business and a really interesting story on its own.”
- Speaker
- Ben Gilbert
- Episode
- Virgin America
- Publisher
- Acquired
13 / preference
It reminds me of, I’ve been reading… another could have potentially been my carve-out, but won’t be, I’ve been listening on audiobook to a great book called Business Adventures.
“It reminds me of, I’ve been reading… another could have potentially been my carve-out, but won’t be, I’ve been listening on audiobook to a great book called Business Adventures.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
14 / evaluation
Delta coming in to Seattle was part about competing with Alaska domestically because Alaska has built a really nice business here. But also, an even bigger part probably for Delta is using Seattle as a gateway for international flights to Asia because gate real estate, as you were saying Ben, is so scarce and the other big cities on the West Coast at SFO and in LAX is so competitive and impossible to get more real estate there.
“Delta coming in to Seattle was part about competing with Alaska domestically because Alaska has built a really nice business here. But also, an even bigger part probably for Delta is using Seattle as a gateway for international flights to Asia because gate real estate, as you were saying Ben, is so scarce and the other big cities on the West Coast at SFO and in LAX is so competitive and impossible to get more real estate there.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
15 / commitment
I mean, we should talk about there’s a great, great… I almost included this as my carve-out for the week, but I’m going to do something else because I knew we’d talk about it on the episode.
“I mean, we should talk about there’s a great, great… I almost included this as my carve-out for the week, but I’m going to do something else because I knew we’d talk about it on the episode.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
16 / evaluation
I don’t think it’s public and I don’t know that anybody except the executives involved know what Alaska’s initial bid for Virgin was, but it got bid up so many times and that’s a large price for something that your pilots can’t fly.
“I don’t think it’s public and I don’t know that anybody except the executives involved know what Alaska’s initial bid for Virgin was, but it got bid up so many times and that’s a large price for something that your pilots can’t fly.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired
17 / evaluation
Anytime you see a spike like that, you start to dig in to why, and I think we’ll talk a little bit more about kind of the way that industry has shifted. But with all the consolidation, the only way that an airline can really compete with the big guys is to be big themselves, and the big guys being United, Delta, American, and Southwest.
“Anytime you see a spike like that, you start to dig in to why, and I think we’ll talk a little bit more about kind of the way that industry has shifted. But with all the consolidation, the only way that an airline can really compete with the big guys is to be big themselves, and the big guys being United, Delta, American, and Southwest.”
- Speaker
- Ben Gilbert
- Episode
- Virgin America
- Publisher
- Acquired
18 / prediction
” Then this parallel takes over and being on…even if I think Slack has done a lot of great product innovations, but even if it hadn’t, you would be pushed to move towards it even if you’re on HipChat because the rest of the world is on it.
“” Then this parallel takes over and being on…even if I think Slack has done a lot of great product innovations, but even if it hadn’t, you would be pushed to move towards it even if you’re on HipChat because the rest of the world is on it.”
- Speaker
- David Rosenthal
- Episode
- Virgin America
- Publisher
- Acquired