The opportunity for breeze to blow up is huge. They have dirt cheap planes, sim time, pilots (unfortunately), and a very leveled competition. They can make money very easily on partially filled planes. They will start small and extremely nimble and have the chance to grow with the recovery.
oh yeah, also, right now mom's and toddlers are getting booted off planes across the board, no fly lists have increased due to the mask fighting, and people are generally annoyed with the airlines and their constant virtue signaling.
People will be ready to try something new: an airline marked by easy to use technology, no middle seats, and super friendly crews who know they won't get a second chance to make a first impression. It's gonna be a very successful start up. This is the older more experienced Neeleman, but still trying to "bring humanity back to air travel" in a way - and once again, his timing is impeccable.