Ryanair(RYAAY)
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互骂升级?马斯克突然发起民调:要收购瑞安航空?只因CEO不装星链?
Sou Hu Cai Jing· 2026-01-20 04:51
Core Viewpoint - Elon Musk is considering acquiring Ryanair, Europe's largest low-cost airline, following a public feud with its CEO Michael O'Leary, which raises questions about the motivations behind this potential acquisition and its implications for the airline industry [1][6]. Group 1: Background of the Feud - The conflict began when O'Leary criticized Musk's Starlink WiFi technology, claiming it would increase fuel costs by $200 to $250 million annually due to added drag [3][6]. - Musk retaliated by calling O'Leary "a complete idiot" and disputing his claims about the impact of Starlink on aircraft performance [3][5]. Group 2: Reasons for Musk's Interest in Ryanair - Ryanair operates over 600 Boeing 737 aircraft and serves over 100 million passengers annually, making it an attractive target for Musk's Starlink service, which could significantly enhance its market presence in Europe [7][8]. - The low-cost airline market represents a growth opportunity for Starlink, as it needs to demonstrate profitability in this segment to validate its business model [8]. Group 3: Financial Considerations - If Musk were to acquire Ryanair at a 50% premium, it would cost approximately $53 billion, which is only 7% of his net worth, indicating that such a move is financially feasible for him [9][10]. Group 4: Philosophical Divide - O'Leary embodies "extreme cost-cutting" principles, focusing on minimizing expenses and maximizing shareholder value, which has been key to his success [12][13]. - Musk represents "technological idealism," believing that technology can enhance user experience and reduce costs, arguing that in the modern era, connectivity is essential for airline passengers [14][16]. Group 5: Future Implications - The potential acquisition may be more of a publicity stunt, but the trend of integrating technology into air travel is inevitable, especially as younger generations prioritize connectivity [16][18]. - The ongoing conflict symbolizes a broader struggle between traditional business practices and the demands of the digital economy, highlighting the need for airlines to adapt to changing consumer expectations [18].
Elon Musk Takes Another Dig At Michael O'Leary Over Buying Ryanair, Says He'll Put A 'Ryan' In Charge: 'It Is Your Destiny' - Ryanair Hldgs (NASDAQ:RYAAY), Tesla (NASDAQ:TSLA)
Benzinga· 2026-01-20 03:04
Core Viewpoint - Elon Musk humorously suggested acquiring Ryanair, responding to the airline's dismissal of Starlink's Wi-Fi service as propaganda, indicating a potential interest in the airline despite the jest [1][2]. Group 1: Musk's Comments and Ryanair's Response - Musk inquired about the cost to buy Ryanair and proposed appointing a "Ryan" to lead the airline, emphasizing it as "your destiny" [2]. - Ryanair's CEO, Michael O'Leary, rejected the idea of installing Starlink devices, citing an estimated annual cost of $250 million due to increased fuel expenses from the added weight [3]. - Musk criticized O'Leary, calling him an "utter idiot" and suggested he should be fired, while also floating the idea of acquiring Ryanair to implement his vision [3]. Group 2: Ryanair's Business Model and Market Position - Ryanair operates a no-frills model, charging extra for various services, and has previously proposed unconventional cost-cutting measures, such as charging for onboard toilets [4]. - The airline has a significant market presence, having transported 200 million passengers in 2024-2025, making it a potential customer for Musk's Starlink service, although its focus on value makes such a partnership unlikely [5]. - Ryanair's market capitalization stands at $35.84 billion, a small fraction of Musk's $640 billion net worth, and the airline's shares rose 4.45% following Musk's comments, indicating positive market sentiment [6].
马斯克收购瑞安航空?
Sou Hu Cai Jing· 2026-01-19 12:23
Core Viewpoint - The public dispute between Elon Musk and Ryanair CEO Michael O'Leary highlights differing perspectives on the implementation of Starlink Wi-Fi on Ryanair flights, with both parties making exaggerated claims and focusing on media attention rather than substantive discussion [2][4]. Group 1: Dispute Overview - Ryanair publicly expressed disinterest in Musk's Starlink in-flight internet service, citing increased fuel costs due to added drag and a lack of passenger willingness to pay for the service [2]. - Musk countered O'Leary's claims, suggesting that Ryanair could lose passengers if they do not adopt Wi-Fi [2]. - The argument escalated with O'Leary calling Musk a "complete idiot" and suggesting he should be fired [2][4]. Group 2: Financial Implications - If Musk were to acquire Ryanair at a 50% premium, the total cost would be approximately $53 billion, which is about 7% of his net worth [3]. - O'Leary holds over 4% of Ryanair's shares, meaning a successful acquisition could significantly increase his personal wealth [4]. Group 3: Market Insights - O'Leary's understanding of passenger behavior suggests that even with the introduction of Starlink, Ryanair would struggle to raise ticket prices, as passengers do not choose the airline for additional services like Wi-Fi [4]. - The ongoing feud reflects a broader trend where both Musk and O'Leary prioritize public engagement over serious industry discussions [4].
Elon Musk Calls Ryanair CEO 'An Utter Idiot,' Floats Buying the Company
Yahoo Finance· 2026-01-17 17:16
Core Viewpoint - Elon Musk is considering acquiring Ryanair Holdings plc after a public disagreement with Ryanair CEO Michael O'Leary regarding the implementation of Starlink internet devices on Ryanair's aircraft, highlighting the importance of in-flight connectivity in the aviation industry [1][2][3]. Group 1: Disagreement and Acquisition Consideration - The feud began when O'Leary dismissed the idea of adding Starlink devices, citing that it could cost the airline $250 million annually due to increased fuel costs from the added weight and drag [1]. - Musk responded by criticizing O'Leary and suggested he should be replaced, questioning whether he should buy Ryanair and appoint a CEO named Ryan [2]. - The online discussion gained traction, with many users encouraging Musk to proceed with the acquisition, indicating public interest in the potential change [2][3]. Group 2: Importance of In-Flight Connectivity - Musk emphasized that in-flight internet is becoming a necessity for airlines, warning that those like Ryanair, which do not offer such services, risk losing customers [2][3]. - The situation underscores the evolving expectations of air travelers regarding connectivity and the competitive landscape of the aviation industry [3]. - The potential costs associated with installing internet devices on aircraft are a significant consideration for airlines aiming to enhance customer experience [4].
马斯克与瑞安航空首席执行官爆发口水战 互骂对方“蠢货”
Xin Jing Bao· 2026-01-17 08:24
Core Viewpoint - A public dispute has erupted between Elon Musk and Ryanair CEO Michael O'Leary regarding the installation of Starlink equipment on Ryanair's aircraft, highlighting tensions between the tech and airline industries [1] Group 1: Company Profiles - Elon Musk is a prominent entrepreneur known for his ventures in technology and space, while Michael O'Leary has led Ryanair for over 30 years, transforming it into Europe's largest low-cost airline [1] - Ryanair is recognized for its budget-friendly travel options, which may conflict with the integration of high-tech solutions like Starlink [1] Group 2: Incident Details - O'Leary publicly criticized Musk, stating that he knows nothing about aviation and referred to him as a "rich idiot" during an interview [1] - Musk retaliated on social media, calling O'Leary a "fool," indicating a significant escalation in their public feud [1]
马斯克威胁收购瑞安航空并撤换其CEO
Xin Lang Cai Jing· 2026-01-17 07:45
Core Viewpoint - A heated dispute occurred between Elon Musk and Ryanair CEO Michael O'Leary regarding the installation of Starlink devices on aircraft, with O'Leary rejecting the idea due to increased fuel costs and passenger willingness to pay for Wi-Fi services [1][7]. Group 1: Dispute Details - O'Leary stated that installing Starlink equipment would increase fuel consumption by 2% due to added weight and drag, and that most passengers would not pay for Wi-Fi on short flights [1][8]. - Musk responded on social media, claiming O'Leary's information was incorrect and questioning their ability to accurately measure fuel consumption differences [1][7]. - Michael Nicolls, VP of Engineering at Starlink, argued that while traditional equipment may increase fuel consumption by 2%, Starlink's devices are smaller and more efficient, resulting in only a 0.3% increase in fuel consumption for a Boeing 737-800 [1][7]. Group 2: Financial Implications - O'Leary mentioned that the installation of Starlink antennas would lead to an annual cost increase of $200 million to $250 million, translating to an additional cost of about $1 per passenger, which Ryanair cannot afford [8]. - He emphasized that passengers would not pay for internet access, stating they would only use it if it were free [8]. Group 3: Social Media Reactions - Following the dispute, a user suggested Musk should acquire Ryanair and then fire O'Leary, to which Musk humorously agreed [5][10]. - Ryanair's social media account taunted Musk during a reported outage of X in the U.S., suggesting he might need Wi-Fi [10].
事关“星链”,马斯克急爆粗口
Huan Qiu Wang· 2026-01-17 05:22
Group 1 - The core conflict arises from Ryanair CEO Michael O'Leary's refusal to install SpaceX's Starlink satellite internet service on over 600 Ryanair aircraft, citing increased fuel costs due to the weight and drag of the equipment [2][1] - O'Leary estimates that implementing Starlink would increase Ryanair's annual operating costs by $200 million to $250 million [2][1] - Elon Musk criticized O'Leary's understanding of aviation and drag, labeling him as "a fool" and suggesting that Ryanair may not accurately assess the fuel impact of Starlink installation [2][1] Group 2 - The dispute highlights the growing importance of airlines as potential customers for Starlink's services, indicating a strategic market for SpaceX [2][1] - Ryanair, headquartered in Ireland, has transformed from a lesser-known regional airline into Europe's largest low-cost carrier under O'Leary's leadership for over 30 years [2][1]
隔空对骂!马斯克与瑞安航空CEO就“星链”安装问题爆发口水战
Sou Hu Cai Jing· 2026-01-17 04:41
Group 1 - Elon Musk and Ryanair CEO Michael O'Leary engaged in a public dispute over the installation of Starlink equipment on Ryanair's aircraft, with both parties exchanging insults [1][3] - O'Leary stated that he would not consider equipping Ryanair's fleet of over 600 aircraft with Starlink due to concerns about increased fuel costs from the weight and drag of the equipment [3] - Musk countered O'Leary's claims, suggesting that Ryanair lacks the understanding to accurately assess the fuel impact of installing Starlink [3] Group 2 - O'Leary estimated that the Starlink service would increase Ryanair's annual operating costs by $200 million to $250 million [3] - Musk referred to O'Leary as a "fool" on social media, indicating a strong disagreement between the two [3] - Ryanair, headquartered in Ireland, is a major low-cost airline operating primarily short-haul flights in Europe, and has become an important customer segment for Starlink [3]
马斯克与瑞安航空CEO因星链互斥“白痴” WiFi之争升级
Sou Hu Cai Jing· 2026-01-17 01:57
Core Viewpoint - A public dispute has erupted between Elon Musk, CEO of Tesla and SpaceX, and Michael O'Leary, CEO of Ryanair, regarding the deployment of Starlink satellite internet services on Ryanair's fleet, with both parties exchanging harsh criticisms on social media and in interviews [1][3]. Group 1: Company Positions - Ryanair has firmly rejected the deployment of Starlink services, arguing that passengers would not be willing to pay for WiFi on short flights averaging one hour [3]. - O'Leary stated that if Starlink were fully deployed, it would result in an additional annual cost of $200 million to $250 million for the airline, translating to an approximate increase of $1 per passenger [3]. - In contrast, several European airlines, including Lufthansa and Nordic Aviation, have begun to adopt Starlink services, indicating a trend towards enhanced in-flight connectivity [3][4]. Group 2: Industry Context - Ryanair has maintained a business model focused on low costs by stripping away non-essential services, a strategy it has followed since the 1990s [4]. - Musk is actively promoting the commercialization of Starlink in the aviation sector, with numerous airlines, including Hawaiian Airlines and JetBlue, already signed on to provide high-speed, low-latency internet services [4]. - Starlink's aviation terminals can support hundreds of passengers per aircraft, with download speeds exceeding 100 Mbps, highlighting the potential for improved in-flight experiences [4].
Musk and Ryanair CEO clash over cost of Starlink Wi-Fi on planes
Reuters· 2026-01-16 18:41
Core Viewpoint - Elon Musk criticized Ryanair CEO Michael O'Leary, calling him an "utter idiot" and suggesting he should be fired, highlighting a public dispute over the airline's decision not to adopt Musk's Starlink internet service [1] Group 1 - The conflict escalated after O'Leary ruled out the installation of Musk's Starlink internet service on Ryanair flights [1] - Musk's comments reflect ongoing tensions between the aerospace and airline industries regarding technological adoption and service enhancements [1]