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Ben Thompson interviewed UA's CEO on Starlink a few months ago. Scott said: "It took time to negotiate, because we wanted to own the consumer data, and at the
by Hansenq 7mo ago
Ben Thompson interviewed UA's CEO on Starlink a few months ago.
Scott said: "It took time to negotiate, because we wanted to own the consumer data, and at the beginning, Starlink did, so that was hard, and then, the other thing was I wanted to let my big competitors in the United States finish their deals with other providers and get locked in so that we would — eventually, everyone’s going to have Starlink."
Brilliant. Just brilliant. Ensured that UA would be first (of the 3 major US carriers) to Starlink and that everyone else had to wait until their existing agreements multi-year expired before switching. UA's best CEO in decades!
https://stratechery.com/2026/an-interview-with-united-ceo-scott-kirby-about-tech-transformation/ https://stratechery.com/2026/an-interview-with-united-ceo-sc...
- Nicholas_C 7mo agoI'm surprised he would admit that publicly on a podcast.
- vl 7mo agoAfter deal is done it becomes rational to describe how good it is in comparison to completion to promote it.
- moduspol 7mo agoIt's also possible that it's a post-facto rationalization that only seems prescient in hindsight.
- inemesitaffia 7mo agoPeople like to brag
- moomoo11 7mo agoHe's signal maxxing so he gets a bigger bonus.