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Andreas Bierwirth
German aviator
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Oct 12, 2026
Spikes Excitement Talk #236 with Andreas Bierwirth
19:30
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10:03Andreas BierwirthGUEST
I think between airline and telco, there are a lot you can say connections because both is a kind of infrastructure business.
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10:10Andreas BierwirthGUEST
and you're it is a super capex heavy you can say industry if you buy your fleet as an airline it costs like hell but you cannot make any forecast if the if the economy is moving fine in the next five or ten years or the competitor situation in your market in telco it's also capex heavy you don't have so many impacts on competition but what you have you don't know if your product is needed You can say finding a new hardware where suddenly the demand on data is exploding.
9 MINS LATER

Gordon EuchlerHOST
Yeah, and I think it's fine if they disappear every now and then because there's no reason to cling on to a company that doesn't produce for its stakeholders so switching slightly from industry perspective company perspective to people in your career path have there been people who shaped your career like a mentor or people you worked with