Is 'durable and differentiated' enough for Delta?

The top U.S.-based airline continues to play it cool. Delta's execs were casual during the airline's most recent investor day — yes, Delta's targeting younger, more affluent customers and it's experimenting with A.I. for revenue management, but why overstate the possibilities? Jon Ostrower, Brian Sumers and Brett Snyder talk about the state of calm, cool, confident Delta. Is it too confident? Could it use some humility, as United is motivated to overtake it?

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