What are the right strategies container carrier need to learn from the airline industry in 2025?

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Episode Synopsis

In the latest episode of GSBN’s The Schelling Point, Bertrand Chen sits down with Kai-Marcus Peschl, former Senior Director of M&A and strategy at Hapag-Lloyd and an author on Substack focusing on AI, to explore the intersection of global trade, AI, and strategic thinking.

Drawing from his background in history, international relations, airlines and shipping, Kai offers a unique lens on decision making in large organisations. And with his background in airlines, he shared the similarities and differences between airlines and container carriers. He explains the rationale behind adapting the hub-and-spoke model from the airline industry to shipping for the Gemini Alliance between Hapag-Lloyd and Maersk. Lastly, the pair also discussed the potential impact of AI on various segments of the shipping industry.

From M&A strategy to the impacts of AI, this episode is a masterclass in connecting dots across industries and disciplines. Tune in to learn more about Kai’s journey and follow The Schelling Point to not miss another episode.

About the Guest

Kai-Marcus Peschl, former Senior Director of M&A and strategy at Hapag-Lloyd and the author of a substack focusing on AI. Drawing from his background in history, international relations, airlines and shipping, Kai offers a unique lens on decision making in large organisations. And with his background in airlines, he shared the similarities and differences between airlines and container carriers. He explains the rationale behind adapting the hub-and-spoke model from the airline industry to shipping for the Gemini Alliance between Hapag-Lloyd and Maersk. Lastly, the pair also discussed the potential impact of AI on various segments of the shipping industry.