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I agree with this, my (possibly incorrect) line of thinking is that the same was sort of true for electric cars. At the high end there were options, but there w

by wrsh07 3y ago

I agree with this, my (possibly incorrect) line of thinking is that the same was sort of true for electric cars. At the high end there were options, but there weren't good mass market options (Tesla helped change that) You could sort of imagine that airlines use this as an opportunity to fund promising smaller companies that want to scale (I'm not sure if Boom is more excited to become a major manufacturer or for the flight speed change) Regardless, given the friction in training pilots to fly new aircraft, airlines losing faith in Boeing should make them more likely to consider it which removes a huge moat

rsynnott 3y ago
> At the high end there were options, but there weren't good mass market options (Tesla helped change that) Eh? No, that’s not right; it’s almost the opposite of what happened. Before the last decade, there was ~nothing. Around 2010, the Tesla Model S (high end), the Nissan Leaf (mass-market), Renault Zoe (mass-market), VW eGolf and eUp (mass-market) all showed up within a year of each other. The first Tesla mass-market car launched in 2017… kind of; realistically, 2019 (that’s when the ‘standard trim’, ie affordable, Model 3 showed up). In 2019/2020, the first high-end electric cars from conventional manufacturers also start showing up (e-Tron, Polestar etc).