An unstable duopoly is dangerous for the industry. If you need confirmation, do a quick research on game theory. That should end your skepticism. Our view about the unstable duopoly is based not only on the data we are about to share – we heard the Airbus CEO talk about this years ago when the MAX had its first hiccup.
The single-aisle MoM segment is the heart of the duopoly’s instability.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
