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Big politics will shape the next 30 years, just as Boeing's operational execution will determine its viability as a competitive force over the same period. In our opinion, the "too big to fail" argument no longer holds water, especially in a market environment where threatening DC regulatory overreach needs tempered by sound economic and financial principles.
We have often mentioned JetZero in our notes over the years, and we now believe it is appropriate to dedicate another analysis to the startup company. In this analysis, we will go deeper into the potential of the organization and its designs, assess the challenges ahead, and better situate the market potential for both military operators and commercial airlines. Full disclosure: we have visited JetZero twice and have seen its promise firsthand. As always, we will strive to remain balanced in our assessment. Simply put, this is the most exciting aircraft program since the A320 some 40 years ago.
