Adam Nathan @adampnathan.bsky.social · 8hThat's what I hate about this kind of tourism. Tulum, Mykonos, and Ibiza are completely different places. But you can visit all three and have the same trip: the same restaurant, the same music, the same crowd, the same prices. The place is just the backdrop. 000
Adam Nathan @adampnathan.bsky.social · 8hMeanwhile, the basics didn't keep up. In 2023, Tulum's sanitation coverage was 67.5%. Next door in Playa del Carmen's municipality, it was 97.8%. Officials were still opening new public beach access points in 2025. 100
Adam Nathan @adampnathan.bsky.social · 8hTulum still has local culture, but the hotel zone makes it easy to skip. You can spend a whole trip moving between compounds, clubs, and photo spots without seeing much of the town. 100
Adam Nathan @adampnathan.bsky.social · 8hBagatelle Tulum's official menu lists caviar at up to MX$32,500. At the bottom it says, “If you didn't post it, it didn't happen.” That one line explains modern Tulum better than I can. 100
Adam Nathan @adampnathan.bsky.social · 8hNow every hotel promises its own “real Tulum” and sells the same design, food, party, and photos. It's expensive because status is the product. 100
Adam Nathan @adampnathan.bsky.social · 8hThen COVID hit, and Tulum found a look built for Instagram: thatch, pale wood, jungle dinners, and DJs by the water. Developers copied it, scaled it, and sold it back at luxury prices. Hotel rooms went from 8,138 in 2019 to 10,981 by the end of 2022, up 35% in three years. 100
Adam Nathan @adampnathan.bsky.social · 8hIt wasn't always like this. Tulum's original value prop was simple: Maya ruins above Caribbean water, cenotes, and a small town behind the beach. The place itself was the attraction, not an anodyne resort complex. 100
Adam Nathan @adampnathan.bsky.social · 8hWhy does Tulum suck so much? I went once and would never go back, and I'm not alone: occupancy fell 8.1 points this year, nearly 5x Mexico's drop. It feels like a special place that got bad plastic surgery: generic, cheap-feeling, unnatural, and expensive. 110
Adam Nathan @adampnathan.bsky.social · 10hI look forward to the Delta One Lounge more than the flight itself. Starting January 19, Basic Business tickets won't get you in. How much would Delta have to knock off your fare before you'd skip it? x.com/adampnathan...x.comAdam Nathan (@adampnathan) on XI fly so much that most travel feels mundane and annoying now. But I still look forward to the Delta One Lounge. The food is excellent, the drinks are great, and it's beautiful and actually relaxi… 000
Adam Nathan @adampnathan.bsky.social · 17hI think Air New Zealand should finish the 787 retrofit, build Christchurch into a second gateway, and keep spare jets so one engine problem can't wipe out Chicago again. So yes, it works. But at the end of the world there's little margin for error, and last year showed it. 000
Adam Nathan @adampnathan.bsky.social · 17hThen there's business class. Air New Zealand kept its terrible herringbone Business Premier seat for far too long. As of June, only 9 of 14 787s had the new cabin. The replacement is much better and finally competitive. The retrofit needs to finish. 100
Adam Nathan @adampnathan.bsky.social · 17hLong haul is the part people know, and the riskiest. After 2014, it added Houston, Buenos Aires, Chicago, Taipei, and New York. Buenos Aires ended. Engine problems grounded 20% of the fleet and paused Chicago. Last year it lost NZ$336m before tax, largely from fuel and engines. 100
Adam Nathan @adampnathan.bsky.social · 17hAcross the Tasman, it's a fight. In 2019, Air New Zealand and Qantas Group each had about 36% of trans-Tasman seats. By 2025, Air New Zealand had 38%, and Qantas and Jetstar had 49%. Qantas has a much bigger home market and loyalty program behind it. 100
Adam Nathan @adampnathan.bsky.social · 17hAt home, Air New Zealand carries about 10m passengers a year and serves 20 cities. Jetstar competes at scale on only seven trunk and Queenstown routes. Many regional routes barely support one airline. 100
Adam Nathan @adampnathan.bsky.social · 17hThe same isolation forces Air New Zealand to be three airlines at once: a domestic network, the main airline across the Tasman, and a long-haul carrier. Each faces different rivals, but they feed each other. Domestic flights help fill the long-haul planes out of Auckland. 100
Adam Nathan @adampnathan.bsky.social · 17hDistance is what makes it creative. How do you sleep on a 17-hour flight to New York without buying business class? Skycouch turns three economy seats into a bed. Skynest will rent out six bunks in four-hour sessions. The airline calls it “win on sleep.” 100
Adam Nathan @adampnathan.bsky.social · 17hHow does an airline at the end of the world, in a country of 5.3m people, survive and even thrive? It shouldn't work. Air New Zealand's answer has been to get creative: a bed in economy, and soon bunk beds on its 787s. But it's a much harder business than it looks. 111
Adam Nathan @adampnathan.bsky.social · 11/10/2026I think the next records will come from mid-size cities. The A321XLR lets an airline try Europe without filling a widebody, which is how Aer Lingus got to Indianapolis. One route is enough to change a state's record! Exciting times. :) 010
Adam Nathan @adampnathan.bsky.social · 11/10/2026A lot of the domestic records are vacation flights. North Dakota goes to Orlando, Idaho to Honolulu, and Alabama and Mississippi to Las Vegas. Some only run part of the year. Maine gets San Francisco in summer, and Wyoming gets a Boston ski flight starting in 2027. 110
Adam Nathan @adampnathan.bsky.social · 11/10/2026Rhode Island's record works the same way. Providence flies to Praia, Cape Verde, and New England has one of the biggest Cape Verdean communities anywhere. Indiana, Ohio, and Connecticut share a record-holder: Aer Lingus to Dublin. 110
Adam Nathan @adampnathan.bsky.social · 11/10/2026Hawaii's longest flight isn't to the mainland. It's Honolulu to Manila, 5,302 miles on Philippine Airlines. That one is about family. Filipinos are Hawaii's largest Asian group, and this is their flight home. 110
Adam Nathan @adampnathan.bsky.social · 11/10/2026Emirates has Florida with Miami to Dubai, and Etihad has North Carolina with Charlotte to Abu Dhabi. Qatar does the same from Philadelphia. Each one ends at the airline's home hub, and most people on board keep going. And Qantas has Nevada: Las Vegas to Sydney. A gambling route. 120
Adam Nathan @adampnathan.bsky.social · 11/10/2026Foreign airlines fly 24 of the 31 records that leave the country. Singapore Airlines holds four on its own: New York, New Jersey, California, and Washington. Qantas has Texas with DFW to Melbourne, 8,992 miles. 110
Adam Nathan @adampnathan.bsky.social · 11/10/2026For fun, I charted the longest routes from each state. The longest is New York to Singapore, 9,536 miles. The shortest is West Virginia to St. Pete, 797 miles. For 19 states and DC, the longest route is domestic. 2115
Adam Nathan @adampnathan.bsky.social · 10/10/2026Emirates is still the bigger, richer airline by far: $41bn of revenue to $23bn, and a 14.0% margin to 8.4%. But I think Qatar proves you don't have to be the biggest to win the premium passenger. You need a seat people want, a hub they don't mind, and partners that make switching easy. 000
Adam Nathan @adampnathan.bsky.social · 10/10/2026Through all of it, Qatar kept paying to put its name in front of people who'd never been to Doha. It became a FIFA partner in 2017, put its name on PSG's shirts, and in 2023 took Emirates' spot as Formula 1's official airline. By then, Qatar had a seat and an airport worth showing. 100
Adam Nathan @adampnathan.bsky.social · 10/10/2026Three months later, Qatar's neighbors closed their airspace to it. Two weeks after that, Skytrax named it the world's best airline. The blockade cut 18 routes and forced longer detours. Qatar still opened 14 destinations in FY2017/18, while losing QAR252m. 110
Adam Nathan @adampnathan.bsky.social · 10/10/2026In 2017 came Qsuite, a seat people could see, and want, before they booked. A door for solo travelers. A double bed in the center pair. A four-seat space for families or colleagues. Today 150 of Qatar's widebodies also have free Starlink for Privilege Club members. 100
Adam Nathan @adampnathan.bsky.social · 10/10/2026The fleet let Qatar chase both kinds of routes. It was launch customer for both A350 versions, but it also kept 33 A320-family aircraft. Emirates flies only widebodies and leaves smaller markets to flydubai. Qatar can sell both without handing the passenger to another airline. 100
Adam Nathan @adampnathan.bsky.social · 10/10/2026A BA or American frequent flyer didn't need to start over to fly Qatar, either. Joining oneworld in 2013 meant your miles and status worked. In 2022, Avios went further: BA members could move points into Qatar's program without paying a transfer fee. 100
Adam Nathan @adampnathan.bsky.social · 10/10/2026Qatar's home market is tiny, so it depends on people connecting in Doha. That made the airport part of the product. It opened a premium terminal in 2006, then Hamad in 2014. The Orchard, Al Mourjan Garden, and Al Safwa give connecting passengers somewhere to eat, work, or escape the concourse. 100
Adam Nathan @adampnathan.bsky.social · 10/10/2026How do you thrive next to a much bigger neighbor? Qatar's answer: win on product. I think it might have the best in the world. Emirates made $5.7B last year to Qatar's $1.9B. But Skytrax ranked Qatar 2nd this year, 4 spots ahead of Emirates, and gave it best business class for the 13th time. 110
Adam Nathan @adampnathan.bsky.social · 09/10/2026My favorite ideas from today's Southwest discussion: AUS: Gatwick, Honolulu, Tokyo, Rome, and Dublin STL: Honolulu PHX: Tokyo or Taipei BWI: Dublin or Keflavík on a 737-8 Longer shots: OAK, MCI, SJC, CMH, and SMF. But fun to think about. 010
Adam Nathan @adampnathan.bsky.social · 09/10/2026Southwest told Reuters it has no fleet news coming, and a new aircraft type still means union deals, training, and regulatory approvals. But if it wants to fly long-haul before 2030, Norse is the fastest way I can see to get there. 000
Adam Nathan @adampnathan.bsky.social · 09/10/2026But all of them mean taking on big incumbents, and across the Pacific Southwest already hands its passengers to EVA, China Airlines, and Philippine Airlines. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026The long shots are Baltimore to Barcelona, Orlando to São Paulo and Rio, and Las Vegas to Seoul or Tokyo. Orlando to São Paulo already carries about 330 people a day on LATAM, and Korean Air carries about 240 a day between Vegas and Seoul. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026BWI is one of Southwest's biggest bases and draws on the whole DC area, and cheaper nonstops close to home tend to grow a market. I'd start with London, Paris, Dublin, and Rome. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026I also think Baltimore gets routes. BWI only sends about 200 people a day to London, but that's because Washington's Europe flights leave from Dulles, which sends 1,100. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026Then Europe, and Orlando is the obvious start. Its nonstops to London and Manchester carried about 1,560 people a day each way last year, and Norse already flies Gatwick to Orlando. Las Vegas and Denver each send about 550 a day to Heathrow. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026It's domestic, too, so there's no customs or foreign approvals while Southwest learns to run a widebody. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026Southwest already flies about 1,100 people a day each way between Hawaii and the middle of the country, connecting through Las Vegas, Phoenix, and Oakland. That's almost four full 787s a day it could run nonstop from Denver, Dallas, or Chicago instead. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026Then where do they fly? I think Hawaii is the proving ground. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026Southwest could buy the company or just take over the leases. Either way, it gets close to half of a 20 to 30 plane fleet years before Boeing could deliver one. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026Those leases run another 7 to 12 years with no inflation adjustments, and most were signed in 2021, before widebody lease rates climbed. 100
Adam Nathan @adampnathan.bsky.social · 09/10/2026Norse flies 12 leased 787-9s and has been in a formal sale or merger process since July. Five of those jets come back from IndiGo on November 1, and Norse is already shopping them to other airlines. 110
Adam Nathan @adampnathan.bsky.social · 09/10/2026Southwest is leaning toward the 787 for its first widebody, Reuters reported yesterday. The problem is Boeing says the 787 is sold out through the end of the decade. So where do Southwest's first ones come from? I think Norse Atlantic. 100
Adam Nathan @adampnathan.bsky.social · 08/10/2026The biggest story in travel no one is talking about: summer is getting longer. Delta added 2 Europe routes, but also pulled 6 more into early spring. United added 60 days to Newark to Marrakech. I wrote about it here: x.com/adampnathan... 000
Adam Nathan @adampnathan.bsky.social · 08/10/2026People are going to visit all of these cities anyway. When the destination does the selling and new hotels are hard to build, owners can charge a premium without making the stay special. 000
Adam Nathan @adampnathan.bsky.social · 08/10/2026Amsterdam has a few great hotels. Rosewood, De L'Europe, and Conservatorium are reasons to go. There isn't much behind them, and rates can be startling. Rosewood opened in the old Palace of Justice in 2025 and says it's the last new hotel allowed in a monumental building there. 100
Adam Nathan @adampnathan.bsky.social · 08/10/2026Berlin is the reverse. The smaller hotels are the interesting ones. Château Royal and Telegraphenamt have the personality I want from the city. The top end is thin. For one of Europe's most important capitals, very few luxury hotels feel like they could only be in Berlin. 100