[rollinggoron]

Agreed. I know nothing about aerospace engineering or aircraft design, but the hype around Boom always puzzled me. If this start up can all of a sudden make an economical supersonic jet, then surely the existing plane manufacturers could do it quicker and cheaper. Boeing, Lockheed, Airbus, etc... already have existing designs from decades past that they could at least use as a base. They have experts in material science, airplane design, and actual resources/contracts to actually build one. If it made sense.

[chadash]

I agree with you, but to play devil's advocate, what if I changed your comment to:

Agreed. I know nothing about automotive engineering or car design, but the hype around Tesla always puzzled me. If this start up can all of a sudden make an economical electric car, then surely the existing automotive manufacturers could do it quicker and cheaper. Toyota, Mercedes, Ford, etc... already have existing designs from decades past that they could at least use as a base. They have experts in material science, car design, and actual resources/contracts to actually build one. If it made sense.

Sometimes the incumbents are just too entrenched in what they are doing to make what out an outsider sees as an obvious move.

[Ajedi32]

Yeah, I hate this kind of weakly justified pessimism. Sure, if you just assume every new idea will fail you'll be right 95% of the time. But if everyone did that we'd be stuck in the dark ages.

I applaud people and organizations that take that chance, innovating and trying new things even when there's a high chance of failure. Worst-case, they fail and other people can learn from their mistakes and hopefully do better next time. Best case, they change the world.

[cycomanic]

The difference there is that the traditional car manufacturers didn't want to push EVs because that would have canabalized their ICE business and their competitive advantage (electric motors are really easy to build in comparison to an ICE). That's how Tesla could just zoom past them, they did not want EVs to be successful.

The situation with supersonic flight is very different, the requirements and skills are very similar the ones of traditional plane manufacturers and supersonic flight wouldn't really canabalize their traditional business. I think they simply see that it doesn't make sense. I mean boom can't really explain what has fundamentally changed since tge concorde that supersonic flight is now economically viable.

[senko]

One can certainly argue that Tesla is overhyped.

[nfw2]

you read my mind :)

[gamblor956]

The existing automakers are making EVs faster and cheaper than Tesla did, and the EVs they are making have substantially greater build quality than Tesla's vehicles.

[mrtksn]

Unpopular opinion but wasn't Tesla subsidised and missed the cost goals anyway? My impression is that Tesla succeeded thanks to Musks personality that made the customers forgive unfulfilled promises that they paid thousands of dollars for.

Almost as if Elizabeth Holmes of Theranos imitated Musk instead of Steve Jobs and kicked the can down the road and delivered traditional but improved blood test machines and kept promising stuff down the road by collecting money and be edgy on Twitter, she could have been a hero by now.

I mean, Tesla still delivered stuff that people value. Just not the promised ones.

Tesla makes the best computerised vehicles out there and has built a valuable charging network, not the stated goals but valuable anyway.

[klintcho]

This argument could be made about any big SV company the past 30 years.

- Anyone of IBM, Microsoft or Yahoo could build a better (quicker and cheaper) search engine than what a bunch of new grads from Stanford can (Google)

- Anyone of the car manufacturer can build a better (quicker and cheaper) electric car than a software millionaire (Tesla)

I don't agree with the statement, I think there are numerous reason people embark on ambitious project that incumbents "could" do, but are not doing;

- An unexpected insights,

- A new research breakthrough from some other field

- Collecting a bunch of the most bright people coming up at the same time in the field (Mueller for SpaceX comes to mind for instance) etc.

But most of the time it's just that it's not really in their business to do a 100 million dollar - 1 billion bet on something that risky, they are in the business of returning like 7 - 10% a year to their shareholder, not producing 5x returns (like the VC/startup business).

[rollinggoron]

Eh, I figured I would get this response but writing software e.g. your IBM, Yahoo, and Microsoft example is much easier and faster to do than building a cutting edge, physical, supersonic commercial jet. To build Google, all you needed was a computer, and a new approach/algorithm to solving web search. Software companies are much easier to disrupt than physical product companies.

As others have pointed out the Tesla isn't a great example either because building a car is still 100x easier to do than building aircraft, let alone supersonic planes.

"Unexpected Insights" and "A new research breakthrough from some other field" seems to be handy wavy. A supersonic jet breakthrough is not something that can be discovered in a dorm room. It requires millions in research and expensive materials to build and test against.

[raverbashing]

Except costs for prototyping and building a plane are (no kidding) 100x the costs of prototyping and building a car

And that's for "easy" stuff like electric cars. Not a supersonic plane (which has a full bag of hurt to go with)

If you don't believe me just look at the price tag of a brand new Cessna (which is old/proven/boring technology)

[nfw2]

I also know nothing about the subject, but just to play devil's advocate here, doesn't SpaceX show that a startup could potentially solve hard physical engineering problems more effectively than established incumbents?

[pclmulqdq]

It does, but a supersonic personal jet is a much bigger feat of engineering than a rocket that lands. Most people don't appreciate that. We had landing rockets in the 80's, but Boom was trying to do several things that are completely new. SpaceX's real technology is about launching the rockets cheaply, not re-using them (which is only part of the problem).

And SpaceX started with engineers who knew a lot about the domain of the actual problem (rocket engines). Boom has never designed an engine.

Starlink satellites are a great example of SpaceX solving engineering problems that an incumbent couldn't, but SpaceX was a pretty large company at the time the effort started.

[bell-cot]

Yes, definitely. BUT - there is a very wide and thinly-populated gulf between the folks who only talk about doing that, and those who actually deliver viable, working systems.

SpaceX went from founding the company to their first orbital launch attempt in 4 years, was obviously d*mn close to successful orbit 1 year later, and actually made orbit another 18 months after that.

Vs. Boom Supersonic, not having had to design nor build its own jet engines, is already 5+ years behind on their 1/3-scale, zero-passenger technology demonstrator even trying to taxi down the runway.

[samatman]

I would say that a brand-new rocket company making a rocket which can land itself would sound more implausible than what you're describing, if we didn't all know that it in fact has happened.

That doesn't mean Boom is that, however.

[hef19898]

Landing rocket boosters happened in the 70s already, and said rocket company benefited heavily from NASA, government and defence contracts and research. If Boom would have had access to supersonic jet research from the government, along with government contracts, development or production doesn't matter, RR wouldn't have stopped the cooperation.

Edit: Reusable or VTOL rocket were tested, successfully landing, in the early 90s by McDonnel Douglas under the DC-X program. No idea where the 70s thing came from...

[rockemsockem]

The reason why startups continue to make things that big companies don't is because your assumption that big companies *can* do it is wrong. They cannot due largely to organizational challenges and inertia in one direction or another. It is very rare that a large company successfully continues to innovate indefinitely.

[tarunkotia]

Also known as Innovator's Dilemma https://en.wikipedia.org/wiki/The_Innovator%27s_Dilemma

Most established players don't want to cannibalize their existing market by launching a product in a niche segment. Sales and Marketing $$$ eat into the profits which is not easy to justify when you are profitable. If you are fighting for your survival then it's easy to reallocate resources to fight.

[deepnotderp]

Agreed, SpaceX has no chance against ULA /s

[pbreit]

"surely the existing plane manufacturers could do it quicker and cheaper"

How could you possibly think that?