Daily Intelligence

Tuesday, 23 June 2026

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Lenny's Newsletter · 23 Jun 2026

An executive coach to frontier-lab leaders argues that as AI commoditizes knowledge and effort, teams are restructuring into 'NBA rosters' — flatter orgs, shrinking headcount, player-coach roles, more capital per person — where the scarce, decisive skill becomes emotional clarity: discernment, productive conflict, willingness to fail, and positive self-talk.

Industry lens

As Indian OTA and product orgs adopt agentic tooling, will the first measurable hiring shift show up as reduced execution-role headcount or as new player-coach and judgment-weighted roles — and which competitors move first?

Also today

Those Higher Airfares May Stick Even if Fuel Prices Drop

Carriers are signaling that fare increases of roughly 20% built up during the Iran conflict will hold even as jet fuel retreats from wartime highs, treating the gap between elevated fares and falling input costs as recovered margin rather than savings to pass through.

Skift·23 Jun 2026
Akasa Air reports 37% revenue growth in FY2025–26 - Travel Trends Today

Operating revenue rose 37% for the fiscal year ended March 2026 on 30% ASK growth, with stage-adjusted RASK up 10% and EBITDAR margins up 60%, alongside a stated 30% capacity-growth target for FY27 and an IPO floated for the next two-to-four years, all while Boeing 737 MAX delivery delays constrain the fleet at 39 aircraft.

Google News (Airlines)·23 Jun 2026
Slow down to speed up: so much has changed in 6 months’ time

A survey of six months of engineering change argues that more capable agents since late 2025 have lifted individual productivity while team productivity stays flat, and uses Meta's account-takeover outage — caused by AI-generated, AI-reviewed code shipped amid gutted integrity and security teams — as evidence that deliberately slowing down can be the faster strategy.

Pragmatic Engineer·23 Jun 2026