Originally Posted by
BobbyLeeSwagger
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.
Some of this is a little bit of a stretch. The big advantage they have is they're able to grow with the demand. As opposed to everyone else who seem to be contracting with lack of demand (and bleeding millions in doing so).
Not a big success at first? Then they can taper/tailor their growth.
The big issue is where they're going, and with what frequency. If they don't have gates, slots, and destinations people are willing to travel to then their model is going to struggle. Doesn't matter what mommy and toddler are thinking. Neelman says he sees all these untapped markets. But that's yet to be seen.
Don't forget they're also a startup airline. Think about
EVERY complaint you've had about your regional/legacy/LCC/etc. and why they suck. (How inefficient schedules are, the operation sucks, ground crews, IT outdated, sim training/time, pay,
snack baskets, whatever....) Magnify all those things by x100. That's what a startup will look like.