Boom Supersonic Repurposes Jet Engines for AI Data Center Power

Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine — All-In Podcast

All-In Podcast

Boom plans to deploy 42-megawatt aeroderivative turbines to power AI data centers, using commercial compute revenue and accumulated run hours to de-risk its propulsion system ahead of 2030 passenger flights.

AI-assisted summary of Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine — original source. Check the original for full context.

Source published:

Key ideas

  • Boom Supersonic bypassed traditional acoustic shaping by utilizing 'boomless cruise' via atmospheric refraction up to Mach 1.3, resulting in zero audible ground disturbance and spurring a unanimous congressional push to overturn the 1973 overland flight ban. (5:11)
  • Following a split with Rolls-Royce, Boom vertically integrated its propulsion program to manufacture single-crystal turbine blades in-house, scheduling its first proprietary jet engine core for hot-fire testing within a month. (6:26)
  • Boom adapted its high-temperature Mach 1.7 supersonic turbine core into a 42-megawatt aeroderivative, zero-water gas turbine for AI data centers, targeting more than 10 gigawatts of capacity over the next five years. (8:00)
  • The Overture airliner targets a commercial entry around 2030, with round-trip transatlantic break-even economics of roughly $3,500 per seat to achieve direct parity with business-class fares. (10:32)

Detailed notes

## Background Published on YouTube by the All-In Podcast on September 22, 2026, this segment features Boom Supersonic founder Blake Scholl. According to the episode description, the discussion covers why passenger aircraft speeds stalled, solving the sonic boom to legalize overland supersonic flight, Boom's pivot to powering AI data centers, and what ultimate success looks like for commercial and private aviation.

## TL;DR Blake Scholl outlines Boom Supersonic's mission to break half a century of commercial aviation stagnation following the retirement of Concorde and stalled innovation among legacy aerospace giants. Using the XB-1 demonstrator, Boom proved the viability of 'boomless cruise'—an atmospheric refraction technique that eliminates audible ground booms—which helped spur an executive order and bipartisan legislation to overturn the 1973 overland supersonic flight ban. After parting ways with Rolls-Royce, Boom brought engine manufacturing completely in-house, ultimately repurposing its extreme-temperature jet engine cores into 42-megawatt zero-water gas turbines to meet soaring AI data center power demand while targeting transatlantic commercial passenger flights at business-class price points by around 2030.

## Atmosphere & style The session carries the buoyant, defiant energy of an ambitious hard-tech founder vindicating a decade-long crusade against legacy aerospace skepticism, underscored visually when Scholl brandishes a raw-cast turbine blade straight from his jacket pocket. The dynamic turns punchy and direct when Jason Calacanis steps in to demand hard dates, ticket prices, and accountability, tempering Scholl's moonshot optimism with sharp commercial realism. Throughout, the tone alternates between wry tech-industry humor—poking fun at bureaucratic pacing and Jeff Bezos's early dismissal—and a palpable, earnest awe for aerospace history, best captured in Scholl's generational vision of children finding subsonic travel unimaginably obsolete.

## Bulletin - [05:11](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=311s) Boom Supersonic bypassed traditional acoustic shaping by utilizing 'boomless cruise' via atmospheric refraction up to Mach 1.3, resulting in zero audible ground disturbance and spurring a unanimous congressional push to overturn the 1973 overland flight ban. - [06:26](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=386s) Following a split with Rolls-Royce, Boom vertically integrated its propulsion program to manufacture single-crystal turbine blades in-house, scheduling its first proprietary jet engine core for hot-fire testing within a month. - [08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) Boom adapted its high-temperature Mach 1.7 supersonic turbine core into a 42-megawatt aeroderivative, zero-water gas turbine for AI data centers, targeting more than 10 gigawatts of capacity over the next five years. - [10:32](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=632s) The Overture airliner targets a commercial entry around 2030, with round-trip transatlantic break-even economics of roughly $3,500 per seat to achieve direct parity with business-class fares.

## Key takeaways - [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) Commercial aviation has stagnated since Concorde, with major manufacturers failing to launch a clean-sheet airliner since 2004. - [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) Boom designed and constructed its XB-1 supersonic demonstrator using a core team of only 50 engineers, contrasting with legacy aerospace scale. - [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) The XB-1 achieved the first supersonic live stream utilizing an integrated SpaceX Starlink terminal and a smartphone camera. - [05:11](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=311s) The 'boomless cruise' (Mach cutoff) principle refracts shockwaves upward via atmospheric temperature gradients, creating no ground noise up to Mach 1.3. - [05:11](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=311s) Regulatory progress advanced rapidly from an executive order on June 6 to the Supersonic Legalization Act passing the House and Senate Commerce Committee unanimously. - [06:26](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=386s) A split with Rolls-Royce forced Boom into complete vertical integration, manufacturing superalloy hot-section parts and turbine blades internally. - [08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) Removing the bypass fan and connecting an electric generator converts Boom's jet engine into a 42-megawatt trailer-mounted aeroderivative turbine for AI clusters. - [08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) The data center turbine operates dry without cooling towers due to extreme thermal tolerances engineered for Mach 1.7 cruise. - [08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) Running millions of operational hours on data center sites will de-risk and validate the engine's reliability before passenger deployment. - [10:32](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=632s) Overture targets a transatlantic flight time of 3.5 hours at Mach 1.7 with a round-trip break-even cost of around $3,500. - [11:10](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=670s) Commercial passenger delivery is realistically targeted around 2030, balancing development speed against rigid forecasting. - [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) Inbound power demand from data centers has reached tens of gigawatts, leading Boom to plan an auction of production capacity. - [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) Scholl defines ultimate success as generational normalization, where long flight times across continents become completely obsolete. - [15:51](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=951s) Bipartisan momentum saw Boom transition from an XB-1 sound barrier flight to having a model in the Oval Office and an executive order within 115 days.

## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) The Stagnation of Aviation and the Garage Origins of Boom

Blake Scholl opens with an indictment of the modern state of aerospace: in 1969, humanity landed on the moon and flew passenger airliners through the sound barrier, yet more than half a century later, commercial aviation can do neither. The political legacy of Concorde ended in a blanket ban on overland supersonic flight across the United States. Meanwhile, the commercial aircraft duopoly has stalled; while Boeing ushered the world into the jet age with the 707 in 1957, Scholl quips that their newest airliner is essentially a "carbon fiber copy of their first," pointing out that Boom has interns who were born after the last time Boeing launched a brand-new airliner program in 2004. He contrasts this paralysis with an alternate timeline of continued progress—one where crossing the Atlantic takes three and a half hours, Sydney is as accessible as Honolulu, and accelerated travel reshapes business, culture, and personal lives.

Reflecting on his unlikely transition from being an Amazon and Groupon software and ad-tech engineer with only an airplane private pilot's license into building an aerospace company, Scholl recalls pitching his former boss, Jeff Bezos, for Boom Supersonic's seed round in 2015. Bezos passed on the deal and subsequently included a pointed barb in that year's Amazon annual shareholder letter: "There are certain things that only large companies can do. No matter how good an entrepreneur you are, you're not going to build an all-composite airliner in your garage startup. Not one that you'd want to fly on anyway." Scholl jokes that he took the comment personally, though he admits the skepticism was warranted at the time, showing an early slide from Boom's pitch deck that featured an airliner cabin mockup built from cardboard, plywood, and office chairs sourced from Office Depot.

Against those odds, a core team of only 50 dedicated personnel designed and built the XB-1 demonstrator aircraft—a feat that incumbent aerospace giants typically dedicate thousands of engineers to accomplish. When the XB-1 completed its record-breaking flights, it carried the first-ever supersonic installation of a Starlink terminal, allowing the team to broadcast live video filmed directly on an iPhone to audiences around the globe. For Scholl, the most meaningful milestone was receiving photos of school classrooms where children, who would usually be disengaged, stood on chairs and jumped up and down watching the flight—a spark that he believes will inspire future chief engineers.

- **Concorde vs. Modern Airliners:** Overland supersonic commercial flight remained stalled for decades following Concorde's retirement in 2003. - **Boeing's Stalled Innovation:** No clean-sheet commercial airliner launched since 2004. - **Team Efficiency:** XB-1 supersonic demonstrator developed by roughly 50 core engineers. - **Live Stream Achievement:** First supersonic aircraft integrated with SpaceX Starlink for live streaming via an onboard smartphone camera.

---

[05:11](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=311s) Solving the Sonic Boom and Legalizing Supersonic Flight

The discussion shifts to a retrospective video tracing aviation history from Kitty Hawk through the sound barrier, the glory years of Concorde, and Concorde's final "Speedbird Concorde 2" flight in 2003, culminating in the XB-1 becoming the first privately developed aircraft to break the sound barrier at Mach 1.1. Scholl addresses the critical engineering and regulatory roadblock that grounded commercial supersonic travel for decades: the sonic boom. Rather than relying on complex, speculative acoustic shaping technologies, Boom implemented a practical principle dubbed "boomless cruise." This approach uses the natural refractive properties and temperature gradients of the atmosphere to bend the shockwave upwards away from the earth, ensuring no audible disturbance reaches the ground.

With the physical sound barrier effectively negated for ground observers, Boom brought the evidence directly to the White House. Following a demonstration that the aircraft leaves no acoustic footprint on the ground, the administration conceded that without an audible boom, the prohibition had no rationale, leading to an executive order lifting the 1973 federal ban on June 6. To protect this victory against future administrative turnover, Boom took the battle to Capitol Hill. The resulting Supersonic Legalization Act passed the U.S. House of Representatives unanimously, successfully cleared the Senate Commerce Committee without a single dissenting vote, and is currently moving toward final Senate confirmation.

```mermaid flowchart TD accTitle: Boom Supersonic Atmospheric Refraction Flow accDescr: Diagram showing how Boom's boomless cruise directs shockwaves upward into the atmosphere away from ground observers.

subgraph FlightDynamics["Supersonic Flight Dynamics"] A["XB-1 / Overture Aircraft"] -->|"Cruises at Mach 1.1 - 1.7"| B["Shockwave Generation"] B -->|"Atmospheric Refraction"| C["Upward Acoustic Deflection"] end

subgraph RegulatoryImpact["Regulatory & Legal Clearance"] C -->|"Zero Acoustic Footprint on Ground"| D["White House Executive Order"] D -->|"Bipartisan Legislative Action"| E["Supersonic Legalization Act"] E -->|"Unanimous House & Senate Committee"| F["Permanent Legalized Flight"] end ```

- **Boomless Cruise Mechanism:** Exploits atmospheric refraction to redirect sonic shockwaves skyward. - **Regulatory Timeline:** Executive order overturning the 1973 ban signed on June 6; statutory codification passed the House unanimously. - **Speed Limits:** Enables flights up to 50% faster overland without sonic disturbances, and double the speed of sound over water.

---

[06:26](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=386s) The Engine Breakup and In-House Digital Manufacturing

Scholl details an existential crisis that nearly destroyed the company: attempting to outsource its propulsion system to incumbent aerospace conglomerates. Following a very public split with engine partner Rolls-Royce, industry observers widely declared Boom dead. Faced with no external supplier willing or able to produce a dedicated supersonic commercial powerplant, Boom made the radical decision to engineer and manufacture its proprietary engine from a blank sheet.

Taking complete ownership of the propulsion system enabled the company to bypass the legacy aerospace philosophy of heavy outsourcing and financialized Return on Net Assets (RONA), which routinely compels established OEMs to divest their core manufacturing competencies. Instead, Boom embraced complete vertical integration, combining modern digital design software with in-house advanced additive manufacturing. Scholl brandishes an intricately cast, single-crystal turbine blade taken directly out of his jacket pocket to demonstrate that Boom now produces its own highest-stress hot-section turbomachinery parts from raw materials. Engineering, metallurgical casting, and precision manufacturing are co-located, with the first full jet engine core assembled and slated for the test stand within the following month.

- **Legacy Engine Abandonment:** Public split with Rolls-Royce forced the company to bring propulsion engineering completely in-house. - **Advanced Digital Tooling:** Direct-to-digital design-and-print cycles replace multi-tiered subcontractor supply networks. - **Critical Hot-Section Parts:** In-house production spans raw superalloys up to advanced turbine blades, vanes, and disks. - **Testing Milestone:** First proprietary jet engine core scheduled to begin hot-fire testing on an integrated test stand next month.

---

[08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) The Data Center Power Pivot: 42-Megawatt Turbines

In what Scholl characterizes as a serendipitous twist of physics and commerce, the severe operating requirements of a supersonic aircraft engine turned out to be the exact operational profile demanded by the artificial intelligence power crunch. A commercial supersonic powerplant must run continuously at near-maximum thrust in extreme temperature conditions during Mach 1.7 cruise. By removing the front bypass fan from the core and installing a high-output electric generator at the rear shaft, Boom converted its aviation turbomachinery into an ultra-dense, grid-independent aeroderivative gas turbine for compute infrastructure.

Unlike conventional combined-cycle terrestrial power plants that consume massive quantities of water for cooling towers, Boom's supersonic core runs dry because it is intrinsically engineered to endure extreme thermal loads. Packaged inside mobile semi-trailers, each modular power unit delivers 42 megawatts of behind-the-meter generation straight to high-density AI data centers, sidestepping multi-year utility interconnect queues. To support both air and ground programs, Boom constructed an advanced jet turbine production facility in an undisclosed location. The facility began pressing its first production hardware parts the previous week, aiming to scale output to multi-gigawatt annual capacity and deliver more than 10 gigawatts of power capacity over the next five years. Scholl explains that operating millions of hours on data center pads will make the engine the most flight-tested, vetted, and reliable new commercial turbofan in history before it carries paying passengers.

- **Power Module Rating:** 42 megawatts per dual-trailer installation designed for behind-the-meter AI clusters. - **Water Consumption:** Zero-water cooling design derived from high-temperature supersonic flight profiles. - **Turbine Factory Scaling:** Target to produce multi-gigawatt capacity annually, deploying 10+ gigawatts within five years. - **Aviation Synergy:** Commercial data center runtime de-risks aircraft propulsion reliability through accumulated continuous duty hours.

---

[10:32](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=632s) Unit Economics, Ticket Prices, and Overture Flight Specs

Jason Calacanis steps onto the stage to interrogate Scholl on hard commitments, pushing directly for specific timelines, pricing models, and commercial deliverables: "I'm looking for a date and a number." Scholl frames the economic challenge by contrasting Boom's Overture airliner against Concorde's historical failure. Concorde failed commercially because it struck out across all three core customer requirements: safety, passenger comfort, and economic affordability.

Scholl asserts that Boom has resolved this trilemma by pairing composite airframes with extreme engine efficiency. Operating at a long-range cruise speed of Mach 1.7, the aircraft will cut transatlantic crossings to roughly 3.5 hours. Crucially, Scholl reveals Boom's operational unit economics: the aircraft achieves a break-even ticket fare of approximately $3,500 for a round-trip transatlantic voyage, bringing supersonic travel directly into price parity with contemporary corporate business class fares rather than remaining an ultra-exclusive luxury reserved for heads of state and celebrities.

- **Transatlantic Flight Duration:** Cut down to approximately 3.5 hours at Mach 1.7. - **Target Round-Trip Break-Even Fare:** Approximately $3,500 per passenger seat across the Atlantic. - **Core Market Positioning:** Priced competitively with standard transatlantic commercial business class cabins.

[11:10](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=670s) Unit Economics, Timeline, and Boomless Cruise

Blake Scholl explains the unit economics behind Boom Supersonic's aircraft, clarifying that the break-even pricing is calculated on a round-trip basis rather than per leg. While the aircraft can break even at standard business-class pricing, tickets will realistically sell for more, meaning that "any dollar above that, United's making some good money." When pressed on the commercial delivery timeline, Scholl shares that the internal target is four years, though he cautions that in hardware development, "it's more important to be fast than to be predictable." He avoids committing to an exact date, committing instead to delivering commercial service at the earliest physically possible moment—placing the realistic timeline around 2030, which the host jokes is "give or take Blake versus say Elon timing."

```mermaid flowchart LR accTitle: Boomless Cruise vs Full Supersonic Flight accDescr: Flight regimes showing Mach cutoff over land and full supersonic speed over ocean waters.

subgraph Overland["Overland Flight: Mach Cutoff"] A["Speed up to Mach 1.3"] --> B["Normal-strength shockwave"] B --> C["Acoustic refraction U-turn"] C --> D["Sonic Nothing on the ground"] end

subgraph Overwater["Overwater Flight: Full Speed"] E["Max Supersonic Velocity"] --> F["Boom dissipates over ocean"] end ```

Addressing overland flight restrictions, Scholl clears up misconceptions about sound mitigation. Rather than merely turning the sound into a muffled "thump," their method produces "a sonic nothing actually" on the ground. Boom utilizes an aerodynamic principle known technically as "Mach cutoff" (or "boomless cruise"), which works up to approximately Mach 1.3—roughly 50% faster than standard subsonic jetliners. In this regime, the sonic boom travels downward through atmospheric temperature gradients and refracts upward in a complete U-turn, never touching the earth. While aircraft cannot fly at maximum velocity over populated landmasses, Mach 1.3 is fast enough to depart New York at 9:00 a.m. and arrive in San Francisco around 9:30 a.m. local time due to time zone shifts, saving the full-throttle, uninhibited supersonic cruise for transoceanic segments.

- Break-even economics are calculated on a round-trip business-class fare. - Projected commercial entry is tentatively targeted around 2030. - Mach cutoff / boomless cruise operates safely up to roughly Mach 1.3 over land without ground impact. - Transcontinental flights (e.g., NYC to SFO) can effectively arrive within 30 minutes of local departure time.

---

[12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) Data Center Power Demand, Private Jets, and the Vision of Winning

The conversation turns to Boom's unexpected expansion into powering AI infrastructure with their gas turbine engines. Scholl describes the business of supplying high-demand power generation to data centers as an outright "money printing business," noting that the volume of interest surpasses anything he has ever seen. With "tens of gigawatts of demand in my inbox," the company plans to run its first engine the following month and auction the production capacity off to top bidders. When asked if Elon Musk has expressed interest for his xAI Colossus supercomputer, Scholl deflects with a smile, telling the hosts, "You should ask Elon."

The hosts poke fun at the corporate moniker, asking if naming an aviation enterprise "Boom" tempts fate, offering "Zoom" as an alternative. Scholl points out that the sonic boom was never seen as the existential technical barrier. The parent enterprise was named Boom to represent disruption, while the commercial aircraft itself was given the formal name *Overture* to carry "real gravitas." On whether Boom will build an ultra-fast private aviation variant to rival Gulfstream and Dassault Falcon, Scholl states that while existing business jet manufacturers ought to step up, "if they don't, I guess we'll do it."

Scholl illustrates what ultimate victory looks like through an anecdote about his youngest daughter. Having grown up watching SpaceX rocket landing videos from the age of 18 months, she accompanied him at age two and a half to launch an Estes model rocket fitted with a large D-class engine. The rocket fired across three fields into a tree, leaving her deeply upset because she expected it to return autonomously to the pad. Scholl realized that supersonic flight faces a similar generational shift:

> "We will have won when we've sped up flights for every passenger from the president on a supersonic Air Force One to a supersonic private jet to supersonic commercial flights that are available to every class of passenger. And so when you have to convince kids that it used to take 6 hours to cross the country and they're like what are you talking about dad? Like who would even do that? Like New York's not worth it if it takes six hours to get there. That's when we've won."

---

[15:51](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=951s) Regulatory Speed and the Oval Office

Reflecting on Boom's journey, Scholl notes the company is now twelve years old. Navigating aerospace regulations across multiple presidential administrations can be notoriously sluggish, but Scholl emphasizes that supersonic travel enjoys rare, unanimous bipartisan support across Congress. He praises the rapid cadence of the current administration, describing a whirlwind week that permanently altered their regulatory trajectory: - On Monday, Boom's test aircraft broke the sound barrier, which Scholl posted on X (formerly Twitter). - Elon Musk reposted the announcement, supercharging the public visibility. - Scholl boarded a redeye flight to Washington, D.C. that evening to kick off an overland flight legalization push. - By the time he touched down on Tuesday morning, he had received an invitation to the West Wing. - By Thursday, a desktop scale model of the Overture airliner was placed directly inside the Oval Office, where it remains on display.

Within 115 days of that initial breakthrough, an executive order regarding supersonic flight standards was officially signed. Scholl remarks that while 115 days felt slow from an entrepreneurial perspective, navigating government bureaucracy at that pace is virtually unprecedented. The hosts close out the segment with lighthearted jabs at standard bureaucratic pacing before opening the floor for a final round of applause.

## Notable quotes > [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) There are certain things that only large companies can do. No matter how good an entrepreneur you are, you're not going to build an all-composite airliner in your garage startup. Not one that you'd want to fly on anyway. — Jeff Bezos (quoted by Blake Scholl)

> [10:32](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=632s) I'm looking for a date and a number. — Jason Calacanis

> [11:10](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=670s) any dollar above that, United's making some good money. — Blake Scholl

> [11:10](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=670s) it's more important to be fast than to be predictable. — Blake Scholl

> [11:10](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=670s) a sonic nothing actually — Blake Scholl

> [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) money printing business — Blake Scholl

> [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) tens of gigawatts of demand in my inbox — Blake Scholl

> [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) You should ask Elon. — Blake Scholl

> [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) if they don't, I guess we'll do it. — Blake Scholl

> [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) We will have won when we've sped up flights for every passenger from the president on a supersonic Air Force One to a supersonic private jet to supersonic commercial flights that are available to every class of passenger. And so when you have to convince kids that it used to take 6 hours to cross the country and they're like what are you talking about dad? Like who would even do that? Like New York's not worth it if it takes six hours to get there. That's when we've won. — Blake Scholl

## Mentioned Blake Scholl, Jason Calacanis, Jeff Bezos, Elon Musk, Boom Supersonic, XB-1, Overture, Boeing, Boeing 707, Concorde, Rolls-Royce, United Airlines, SpaceX, Starlink, Amazon, Groupon, xAI Colossus, Gulfstream, Dassault Falcon, Supersonic Legalization Act, White House, Senate Commerce Committee, U.S. House of Representatives

## Video description (0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59) The pivot to powering data centers (10:38) Jason joins: data center demand, private jets & what winning looks like

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中文简报

Boom Supersonic将喷气发动机改用于AI数据中心供电 Boom计划部署42兆瓦航改型燃气轮机为AI数据中心供电,在2030年客运航班推出前,利用商业算力收入和累积运行时间来降低其推进系统的风险。 Blake Scholl概述了Boom Supersonic的使命,即打破在协和客机退役及传统航空航天巨头创新停滞后长达半个世纪的民用航空停滞局面。通过XB-1验证机,Boom证明了“无音爆巡航”(一种消除地面可听音爆的大气折射技术)的可行性,这推动了旨在推翻1973年陆上超音速飞行禁令的行政命令和跨党派立法。在与Rolls-Royce分道扬镳后,Boom将发动机制造完全转为自主研发,最终将其耐受极端温度的喷气发动机核心机改造成42兆瓦零耗水燃气轮机,以满足激增的AI数据中心电力需求,同时目标是在2030年左右以公务舱票价水平推出跨大西洋商业客运航班。 Boom Supersonic绕过了传统的声学气动整形,利用大气折射实现了速度最高达1.3马赫的“无音爆巡航”,实现了地面零可听干扰,并推动国会一致推进推翻1973年陆上飞行禁令。 (5:11) 在与Rolls-Royce分道扬镳后,Boom对其推进项目进行了垂直整合,自主制造单晶涡轮叶片,并计划在一个月内对其首款自研喷气发动机核心机进行热试车。 (6:26) Boom将其耐高温的1.7马赫超音速涡轮核心机改造为适用于AI数据中心的42兆瓦航改型零耗水燃气轮机,目标是在未来五年内实现超过10吉瓦的装机容量。 (8:00) Overture客机计划于2030年左右投入商业运营,其跨大西洋往返航程的单座保本经济成本约为3500美元,以直接看齐公务舱票价。 (10:32)

Reading summary

Boom Supersonic founder Blake Scholl argues that commercial aviation has stagnated for over fifty years and contends that in-house propulsion manufacturing, acoustic refraction, and synergies with artificial intelligence power demand can make supersonic travel economically viable. Addressing Overland Sound and Regulatory Restrictions (5:11) Commercial overland supersonic flight was banned in the United States in 1973 following the introduction of Concorde. To overcome this, Boom utilizes an aerodynamic principle termed 'boomless cruise' or 'Mach cutoff' at speeds up to approximately Mach 1.3. This approach relies on atmospheric temperature gradients and refraction to bend shockwaves upward, preventing sonic disturbances from reaching ground observers while permitting speeds roughly 50% faster than standard subsonic jetliners overland. Bipartisan Legislative and Executive Action (15:51) Following demonstrations that the aircraft avoids creating an acoustic footprint on the ground, the White House issued an executive order lifting the federal overland ban on June 6, roughly 115 days after initial discussions. To ensure long-term legal certainty across administrations, Congress introduced the Supersonic Legalization Act, which passed the House of Representatives unanimously and advanced through the Senate Commerce Committee without dissent as it moves toward final Senate approval. In-House Propulsion and Digital Manufacturing (6:26) After an engine partnership with Rolls-Royce dissolved, Boom chose to design and manufacture its propulsion system entirely in-house rather than relying on legacy aerospace contractors. The company vertically integrated its turbomachinery production, pairing digital design with additive manufacturing to produce high-stress hot-section components like single-crystal turbine blades directly from raw superalloys. Repurposing Jet Turbines for Data Centers (8:00) Boom adapted its continuous Mach 1.7 cruise engine core into a 42-megawatt aeroderivative gas turbine for AI data centers by removing the front bypass fan and adding a rear electric generator. Packaged in mobile semi-trailers, the units operate without water cooling and bypass utility interconnect queues. Scholl reports significant early commercial interest, asserting that accumulating continuous duty hours on ground-based AI computing pads will de-risk the powerplant's reliability prior to passenger flights. Overture Economics and Service Timelines (11:10) Addressing Concorde's historical issues around safety, passenger comfort, and operating costs, Scholl states that the Overture airliner aims for a round-trip transatlantic break-even fare of roughly $3,500 at Mach 1.7, aligning costs with corporate business class tickets. While Boom maintains an internal target of commercial delivery within four years, Scholl acknowledges the uncertainties of hardware development, placing a realistic commercial service debut around 2030. While Boom has demonstrated aerodynamic principles and secured preliminary regulatory momentum, the company's targets depend on successfully transitioning proprietary jet engine cores from initial test stands to scalable mass production across both ground power installations and passenger aircraft.

精炼阅读摘要

Boom Supersonic创始人Blake Scholl指出,民用航空在协和式客机退役后陷入长达数十年的技术与商业停滞;该公司试图通过全流程自研航空发动机、利用大气折射消除地面音爆,并将航改涡轮技术扩展至AI数据中心供电,以实现平价民用超音速飞行。 摆脱外包依赖与推进系统垂直整合 (6:26) Scholl批评传统航空制造巨头缺乏突破,指出波音自1957年推出707喷气客机开启喷气时代以来,最新机型本质上仍是早期产品的“碳纤维翻版”,且自2004年起未曾立项开发全新客机。在与罗尔斯·罗伊斯(Rolls-Royce)公开解除合作关系后,业内一度认定Boom无法生存。面对既有供应链无力提供专用超音速民用动力的困境,Boom放弃了传统主机厂依赖外包和财务净资产回报率(RONA)考核的模式,决定从零开始全面自研推进系统。 通过转向彻底的垂直整合,Boom将先进数字设计软件与内部增材制造深度结合,直接利用高温合金原材料熔铸加工单晶涡轮叶片等核心热端受力部件。此前,Boom仅由约50名核心工程师组成的团队便完成了XB-1超音速验证机的研制,并在机身搭载Starlink终端实现首次超音速高空实时直播。Scholl透露,公司首台自研喷气发动机核心机已完成总装,计划于次月在集成测试台上展开全状态热试车。 无音爆巡航机制与陆上航行法律解禁 (5:11) 自1973年以来,美国联邦法规出于音爆噪音考量对陆上超音速商业飞行实施全面禁令。Scholl表示,Boom并未采用复杂的机身降噪构型,而是利用被称为“无音爆巡航”(boomless cruise)或“马赫截止”(Mach cutoff)的物理原理。在陆地上空以最高约Mach 1.3的速度飞行时,系统利用大气的自然折射率和温度梯度使激波完全向上发生U型回折,确保地面听不到任何冲击声;跨洋航段则可全速加速至Mach 1.7。 由于在地面实现了零声学残留,Boom向白宫提交了飞行验证数据,促成美国行政当局于6月6日签署行政命令废除1973年禁令,从XB-1破音障飞行到政令出台历时115天。随后,跨党派立法的《超音速合法化法案》(Supersonic Legalization Act)在美众议院全票通过,并在参议院商业委员会无异议获批,正推进参议院最终确认,以确立永久性的超音速航行法定地位。 航空涡轮技术外溢与AI数据中心供电 (8:00) 超音速飞机发动机需在Mach 1.7巡航下长时间承受极端高温与近乎极限推力,这一工况与人工智能算力中心对持续高负荷供电的严苛要求高度吻合。Boom将超音速航空发动机核心机前端的外涵道风扇拆除,在动力轴尾端连接高功率发电机,改装成单套功率42兆瓦的双拖车移动式航改燃气轮机。该设备无需地面水冷塔冷却,可为高密度AI数据中心提供表后离网独立供电,绕过长达数年的公用电网接入审批。 Scholl称其已收到数十吉瓦的采购意向,将该业务形容为极具盈利能力的商业分支。Boom已在未公开地点设立先进涡轮生产厂并压制出首批生产级硬件,目标是形成年产数吉瓦的交付能力,并在未来五年内累计供应超过10吉瓦装机容量。Scholl强调,燃气轮机在数据中心积累的数百万小时高负荷不间断运行,将在客机正式投入商业载客前,使该引擎成为适航测试历史中最充分验证可靠性的新型商用动力。 商务舱级单位经济模型与商业化预期 (10:32) 回顾协和式客机因安全性、舒适度与高昂票价三重短板而商业失败的历史,Scholl主张Overture客机已通过轻量化复合材料与高效率自研引擎打破这一定律。在航程测算上,Overture在Mach 1.7长途巡航下可将跨大西洋航程压缩至约3.5小时。更关键的是其单位经济效益:跨大西洋往返航程的单座保本票价约为3,500美元,直接与主流航空公司的标准商务舱价格持平,航司可在超出该成本线的定价中获取可观利润。 面对主持人Jason Calacanis对具体交付节点的追问,Scholl回应称内部开发目标为四年,但硬件工程更注重实际物理推进速度而非绝对时间预估,商业首航的务实时间窗约在2030年前后。Scholl设定的终极目标不仅是开辟商务航线,还包括服务元首专机乃至扩展至全谱系旅客座舱,最终改变年轻一代对长途跨国出行耗时的基准认知。 Boom Supersonic试图通过动力系统垂直整合与AI数据中心跨界供电来摊薄研发并验证引擎可靠性,但其规划的3,500美元商务舱保本模型、2030年客运时间表以及五年内交付10吉瓦工业燃气轮机的宏大构想,仍取决于后续核心机点火测试结果、规模化制造产能爬坡以及联邦航空适航审定的最终批复。

Detailed notes — zh

## Background 该视频由知名科技创投播客《All-In Podcast》于 2026 年 9 月 22 日发布在 YouTube 平台。页面简介显示,本期节目邀请了 Boom Supersonic 创始人兼首席执行官布莱克·肖尔(Blake Scholl),重点探讨民航速度停滞背后的原因、超音速客机技术与政策破局、发动机革命,以及该引擎跨界为数据中心供电等核心议题。 ## TL;DR 布莱克·肖尔回顾了 Boom 凭借仅 50 人的小团队研发出首架突破音障的私营超音速飞机 XB-1 的创业历程。公司通过“无音爆巡航”(Mach cutoff)物理机制成功推动美国终结了长达数十年的陆地超音速飞行禁令,并在国会赢得跨党派立法支持。面对与罗尔斯·罗伊斯合作破裂的绝境,Boom 坚持全流程自研喷气引擎,并意外开辟出单机 42 兆瓦、免水冷却的数据中心表后供电新商业版图。面向未来,Boom 计划以约 3,500 美元的往返平衡票价推动超音速旅行大众化,彻底重塑下一代人对速度与地理距离的认知常识。 ## Atmosphere & style 整场演讲与对谈洋溢着昂扬的高科技硬核乐观主义与宏大的拓荒情怀,既有对老牌航空巨头数十年创新停滞的辛辣讽刺,也有对草根团队硬磕物理极限的由衷自豪。肖尔的叙事兼具工程师的严谨与创业者的风趣,从车库纸板模型到白宫椭圆形办公室陈列模型的戏剧性反差引人入胜。后半段与主持人 Jason 的互动则充满了快节奏的交锋与笑声,将宏伟的航空愿景、狂热的 AI 算力供电需求与温情的家庭代际故事有机融为一体,极具感染力与现场张力。 ## Bulletin - [05:06](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=306s) Boom Supersonic 的验证机 XB-1 成为首架突破音障的私营喷气机,并依托“无音爆巡航(boomless cruise)”技术促成美国废除自 1973 年起施行的陆地上空超音速飞行禁令,众议院已全票通过《超音速合法化法案》。 - [08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) 因与传统航发巨头罗尔斯·罗伊斯合作破裂而自主研发的超音速发动机,被跨界改装为单台 42 MW、完全免水冷却的表后发电机组,目前已收到数十吉瓦(GW)针对 AI 数据中心的电力采购意向。 - [10:32](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=632s) Overture 超音速客机目标于 2030 年左右实现商业化运营,以 1.7 马赫速度将跨大西洋飞行缩短至 3.5 小时,预估往返盈亏平衡票价约 3,500 美元,已斩获 130 架航司订单。 - [11:10](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=670s) 基于“马赫截断(Mach cutoff)”原理,飞机在陆地上空以最高 1.3 马赫飞行时激波会被大气折射回高空,地面可达到“完全静音(sonic nothing)”,实现纽约至旧金山跨大陆高速通勤。 ## Key takeaways - [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) 民航客机底层创新停滞数十年:波音已有整整 20 年未曾推出全新客机,当今的主力机型本质上仍是 1957 年波音 707 的碳纤维改进版。 - [01:58](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=118s) 打破大企业垄断神话:贝佐斯曾断言车库初创团队造不出复合材料客机,但 Boom 仅凭 50 人核心团队便成功造出首架突破音障的私营喷气机 XB-1。 - [05:06](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=306s) 物理层面化解音爆难题:利用大气层本身的温度与声速梯度,使客机产生的冲击波在空中呈 U 型向上折射,从物理层面阻断音爆触达地面。 - [06:26](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=386s) 危机倒逼引擎自研与垂直整合:被罗尔斯·罗伊斯抛弃后,团队彻底摒弃传统巨头剥离制造资产的恶习,依托数字化制造自主研发核心涡轮叶片与发动机。 - [08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) 超音速引擎跨界数据中心供电:将专为 1.7 马赫高温设计的发动机后部加装发电机,转化为单机 42 MW 的免水冷燃气轮机,计划 5 年内提供超 10 GW 电力。 - [08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) 地面微电网严苛运行反哺航空安全:在正式商业载客之前,发动机已在数据中心完成了数万小时连续满负荷检验,成为验证最充分的商用航发。 - [10:32](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=632s) 以合理成本重塑超音速经济模型:吸取协和客机昂贵不可持续的教训,Overture 将往返损益平衡点压至 3,500 美元,切入大众商务出行区间。 - [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) 数据中心发电需求呈井喷之势:收件箱内已积压数十吉瓦电力采购意向,首台自研燃气轮机将于下月点火试车,稀缺装机容量将推向市场公开竞拍。 - [14:38](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=878s) 赢得终局的标志是重塑代际认知:只有当全社会将跨洋飞行时间减半视作理所当然,后代甚至无法理解为何长途飞行要熬 6 个小时,变革才算真正成功。 - [16:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=960s) 罕见的跨党派超高效行政落地:从测试机突破音障到总统签署行政令仅耗时 115 天,客机模型在试飞数日内便进驻椭圆形办公室,合法化法案在国会两院全票通过。 ## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) 停滞的民航与被遗忘的超音速梦想 活动开场播放了一段极具冲击力的视频集锦:Boom Supersonic 的客机设计飞行速度达 1.7 马赫(Mach 1.7),并已斩获各大主流航空公司的 130 架订单。创始人兼首席执行官布莱克·肖尔(Blake Scholl)一针见血地指出,波音公司(Boeing)已有整整 20 年未曾推出全新客机,这场竞争宛如“大卫对决歌利亚,但歌利亚正在沉睡”。整个划时代的飞机实际上仅由 50 名工程师与技术人员组成的小团队打造而成。正如肖尔所言:“一旦你成了所谓专家,你所沉溺的便全是过去,那你就毫无用处了。勇气并非毫无恐惧,而是带着恐惧依然前行。” 登上演讲台后,肖尔以一句经典的“休斯敦,我们遇到麻烦了”切入。1969 年,人类成功登月,并将民航客机开到了超音速;然而半个多世纪过去,我们既没能重返月球,也无法突破音速飞行。协和式客机(Concorde)留下的政治遗产,是美国对本土上空超音速飞行的全面禁令。波音早在 1957 年凭借波音 707 带领人类进入喷气时代,但放眼今日,其最新客机在本质上不过是当年机型的“碳纤维翻版”。肖尔打趣道,Boom 现在的实习生出生时,波音上一次发布新飞机(2004 年)都已经是过去式了。 - 核心目标:复兴超音速客运,让横跨大西洋的航程缩短至 3.5 小时,让前往悉尼就像今天飞往檀香山一样便利。 - 历史断代:2004 年是波音最后一次推出全新机型,如今民航技术创新近乎停滞数十年。 ### [01:58](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=118s) 从车库纸板模型到 XB-1 突破音障 回顾创业之初,肖尔坦言自己在 12 年前只是亚马逊(Amazon)和 Groupon 的一名软件工程师与广告从业者,仅凭一张私人飞行执照就想做超音速客机,听起来宛如天方夜谭。2015 年,他向老上司杰夫·贝佐斯(Jeff Bezos)推介 Boom 的种子轮融资,惨遭贝佐斯拒绝。贝佐斯甚至在 2015 年亚马逊致股东信中意有所指地写道:“有些事情唯有大企业才能办到。无论你多么优秀,你都不可能在车库初创公司里造出一架全复合材料客机——至少造不出任何人敢坐的飞机。” 肖尔现场展示了当年简陋的车库照和商业计划书幻灯片——那架超音速客机模型竟是用硬纸板、胶合板以及从 Office Depot 买来的办公椅拼凑而成的。然而大事业往往起步于微末。去年,Boom 成为全球首家制造出超音速喷气机的私营公司。传统巨头需要数千人才能完成的项目,Boom 仅用 50 名核心成员便成功攻克。在 XB-1 验证机试飞过程中,机身搭载了首个超音速星链(Starlink)网络设备,通过 iPhone 拍摄画面向全世界实时直播。肖尔感慨,最让他动容的是许多教室发来的照片,原本在课堂上走神的孩子们全神贯注地看着屏幕跳跃欢呼,其中必将诞生未来的首席工程师。 随后,现场回放了历史性试飞短片:2003 年协和客机退役、音障重现;而在 2025 年,代号 XB-1 的验证机正式获得“允许加速至 1.1 马赫”的指令,成为人类历史上首架突破音障的私营研发喷气机。 ### [05:06](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=306s) 破解音爆与推动超音速飞行全面合法化 针对长期以来限制超音速飞行的音爆问题,XB-1 采用了一种比业内普遍讨论更为简洁巧妙的技术——“无音爆巡航”(boomless cruise)。该方案利用大气的天然折射特性,将产生的音爆波直接向上折射反射回高空,而非传递至地面。“这就好比森林里倒下一棵树,如果地面上没有任何人听到,它真的发出了声音吗?” 试飞突破音障后不久,肖尔与美国总统进行了沟通并达成共识:如果没有音爆,对超音速飞行的禁令便毫无法理依据。这项自 1973 年起施行的陆地超音速飞行禁令,终于在去年 6 月 6 日通过行政命令正式宣告终结。 为防止未来政策反复,Boom 进一步推动立法。美国国会众议院以全票无异议通过了《超音速合法化法案》(Supersonic Legalization Act),随后该法案又在参议院相关委员会全票通过,目前正全力争取参议院全院的一致通过。 ```mermaid flowchart TD accTitle: 超音速禁令破除与商业化技术路径 accDescr: 展示 Boom 如何从技术破解音爆走向立法,并延伸至制造与双线商业落地的全流程。 subgraph Tech_Policy["技术突破与政策解禁"] A["大气天然折射原理"] --> B["无音爆巡航 (Boomless Cruise)"] B --> C["总统行政命令解禁<br/>(结束自1973年禁令)"] C --> D["《超音速合法化法案》<br/>(众议院全票通过)"] end subgraph Engine_Evolution["引擎自主研发与制造革新"] E["罗尔斯·罗伊斯合作破裂"] --> F["全自主数字化设计与制造"] F --> G["垂直整合工厂制造叶片/涡轮"] G --> H["首台自研引擎核心机装配台架测试"] end subgraph Dual_Application["商业化与落地场景"] H --> I["地面数据中心微电网<br/>(42 MW 无水发电机组)"] H --> J["民航客机落地<br/>(1.7 马赫 / 票价约3500美元)"] end ``` ### [06:26](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=386s) 绝地反击:自研喷气引擎与重构美国制造业 正当政策迎来曙光时,Boom 却遭遇了差点致命的危机。肖尔反思道,自己犯过最愚蠢的错误就是试图将最核心的引擎研发外包给传统巨头。在与罗尔斯·罗伊斯(Rolls-Royce)高调“分手”后,外界普遍断言 Boom 必死无疑。面对绝境,团队选择了一条看似不可能的路:从零开始自主研发最适配该机型的全新喷气发动机。 这一危机反而化为了技术革命的契机。Boom 没有沿用传统方案,而是依托全球最先进的数字化设计工具与数字化制造技术,重构引擎制造体系: - 垂直整合到底:连最高难度的涡轮叶片(Turbine Blades)与导向叶片都坚持自制,肖尔现场甚至从口袋里掏出了一枚自研涡轮叶片开玩笑。 - 拒绝盲目外包:坚决打破大型老牌军工巨头追求“净资产收益率(RONA)”而剥离核心制造资产的恶习,坚持设计与制造一体化。 - 重振工业制造:首座高度保密的先进涡轮机制造厂已于上周制造出首批零部件,首台垂直整合喷气引擎核心机即将在下个月进入测试台架运转。 ### [08:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=480s) 意想不到的飞跃:超音速引擎跨界数据中心供电 历史的戏剧性转折在于,那项差点毁灭公司的自研引擎项目,反而成为了 Boom 商业价值最大的造血机器。超音速引擎的核心特性是在 1.7 马赫的高温极限环境下长时间满负荷运转;如果拆掉前端风扇,并在后部加装发电机,它便能瞬间化身为一台高能量密度的燃气轮机发电机组。 这意味着 Boom 引擎的第一个商业应用场景并非天空,而是为 AI 数据中心提供“表后供电”(behind-the-meter power generation)。 - 灵活部署与免水冷却:仅用两台拖车即可打包运输并现场部署,单台输出功率高达 42 兆瓦(42 MW)。因其天生专为极端高温耐受设计,运行过程中完全不需要消耗水资源,彻底解决了数据中心巨大的用水争议。 - 规模化产能目标:制造工厂未来年产能将达数吉瓦(GW),公司规划在未来 5 年内为电网新增超过 10 吉瓦(10+ GW)的清洁可靠电力。 - 民航反哺效应:这一跨界让未来民航超音速引擎在正式载客前,就已经在地面上经历了最严苛、最长时间的运行检验,成为史上经过最充分验证的商用喷气引擎。 ### [10:32](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=632s) 对话 Jason:商业化时间表与票价经济学 演讲结束后,All-In 播客联合主持人 Jason Calacanis 走上台进行互动追问,直截了当地索要核心商业指标:“我们什么时候能坐上这架飞机?票价到底是多少钱?我需要一个确切的日期和一个数字。” 肖尔笑称这正是董事会最常问的两个问题。他分析指出,公众对于提速飞行的需求毋庸置疑,但前提必须满足三大铁律:安全、舒适、负担得起。当年的协和式客机在这三点上几乎是“全军覆没”,而 Boom 的目标是三项全胜。针对航线与成本,肖尔给出了明确数据: - 跨大西洋往返航线飞行速度维持在 1.7 马赫,单程仅需约 3.5 小时。 - 商业盈亏平衡票价(Break-even airfare)预估在 3,500 美元左右,使得超音速旅行真正迈入主流商务客群可承受的日常消费区间。 ### [11:10](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=670s) 商业航线定价与“无爆震巡航”技术突破 关于 Overture 超音速客机的商业回报模型,布雷克·肖尔(Blake Scholl)澄清了有关航线成本的计算:早先讨论的票价其实是往返航程的损益平衡点,只要实际票价高于该基准,合作航司(如美联航 United Airlines)就能获得相当丰厚的利润空间。在量产交付时间线上,肖尔表示团队原定目标是 4 年,但他从过往造飞机的创业经验中深刻体会到,"动作迅捷远比按部就班的预测更重要"。尽管具体的商用时间存在类似“马斯克时间(Elon timing)”的不确定性,大致预期落在 2030 年左右,但团队正在以物理极限所允许的最快速度全速推进。 当主持人杰森·卡拉卡尼斯(Jason Calacanis)问及陆地上空超音速飞行是否仍会产生恼人的音爆声、是否只能将其减弱为轻微的“沉闷撞击声(sonic thump)”时,肖尔纠正道,实际体验将是“完全无声(sonic nothing)”。在业界缓解音爆的两条技术路径中,Boom 采用的是被极客们称为“马赫截断(Mach cutoff)”的“无爆震巡航(boomless cruise)”技术。该技术利用大气层本身的温度与声速梯度,使客机产生的正常音爆在空中发生巨大的 U 型向上折射,冲击波根本不会接触地面。这项机制可支持客机以最高约 1.3 马赫的速度飞行,比现有民航快 50%,使早晨 9:00 从纽约起飞的乘客在当地时间上午 9:30 就能抵达旧金山;而一旦飞入开阔大洋上空,飞机即可解除速度限制、全速飙飞。 ```mermaid flowchart TD accTitle: Boomless Cruise 与大洋全速飞行机制对比 accDescr: 图表展示了陆地上空利用 Mach cutoff 技术消除地面音爆与大洋上空全速超音速飞行的不同机制。 subgraph Land["陆地上空巡航(最高 Mach 1.3 / 提速 50%)"] A["客机巡航产生标准激波"] --> B["利用大气密度与温度梯度折射"] B --> C["冲击波在空中呈 U 型折返上升"] C --> D["地面听觉效果:完全静音(Sonic Nothing)"] end subgraph Ocean["大洋上空巡航(全速超音速)"] E["客机进入无陆地开阔空域"] --> F["全马赫数极速巡航"] F --> G["大洋区域无居民受音爆干扰"] end ``` - **航线效率**:无爆震巡航支持横跨美国大陆的高速飞行,结合时区差异,实现“纽约 9:00 起飞、旧金山 9:30 落地”的高效通勤体验。 - **降噪原理**:Mach cutoff 并非抑制激波产生,而是通过大气声学物理反射阻断激波触地。 --- ### [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) 数据中心发电的巨额需求与品牌命名轶事 随着超音速发动机技术的延伸,Boom 拓展出的数据中心现场供电设备成为了全场关注的吸金焦点。针对杰森提出“这是否是一门印钞机业务”的质询,肖尔毫不掩饰地确认:“这是一门不可思议的印钞业务,我这辈子从没见过如此狂热的需求。”他透露,自己收件箱里积压的高性能算力中心电力采购意向已高达“数十吉瓦(tens of gigawatts)”。公司计划在下个月完成首台发电燃气轮机的点火运行,随后将把这批稀缺的动力设备直接推向市场进行公开拍卖。当被追问埃隆·马斯克(Elon Musk)是否为其巨型算力集群 Colossus 洽购时,肖尔幽默地回应“你应该去问埃隆”,这一含蓄态度立刻被杰森打趣为“默认成交”。 现场谈话随即转入轻松诙谐的品牌探讨。杰森半开玩笑地质疑,对于一家研发飞机的航司品牌,“Boom(轰鸣/爆炸)”听起来未免有点挑衅命运,甚至当场支招提议改名叫“Zoom”。肖尔大笑称此前从未有人提出这种质疑,并解释当年取名 Boom 是因为他们坚信音爆从来都不是技术落地的真正瓶颈,而且这个词极具辨识度与动感——“Boom,目的地就到了”;而旗舰机型命名为“Overture(序曲)”,则是为了给产品赋予庄重与恢弘的开创感。关于是否会研发超音速私人飞机以叫板湾流(Gulfstream)和达索猎鹰(Falcon),肖尔直言希望传统公务机厂商能自行突破,如果他们止步不前,Boom 并不排除在第二代产品中涉足私人航空市场。 - **电力订单规模**:数据中心发电方案尚未正式启动竞拍,意向需求已累计突破数十吉瓦(GW)。 - **投产节奏**:下月将点火首台核心发动机原型,随即展开客户资源竞价拍卖。 --- ### [14:38](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=878s) 胜局的真正定义:代际飞跃与让超音速成为常态 在探讨超音速航空的远景时,肖尔分享了一段触动极深的家庭趣事。他的小女儿从 18 个月大起就跟着他看各种火箭发射视频。当孩子两岁半时,肖尔带她去野外发射自制的埃斯蒂斯(Estes)模型火箭。出于工程师的狂热本能,肖尔在最小号的火箭箭体里塞进了一枚强力的 D 级高推力发动机。点火瞬间,小火箭呼啸升空,最终飘落挂在相隔三个街区外的大树上。本以为女儿会欢呼雀跃,没想到孩子却委屈大哭。肖尔过了片刻才恍然大悟:因为小女孩整个人生看过的都是 SpaceX 的着陆录像,她理所当然地认为火箭发射后必须“完好无损地飞回发射台”。 这个瞬间让肖尔洞察到技术迭代对代际认知的重塑。他由此给出了 Boom 最终“赢得胜利”的终极衡量标准:只有当所有人都把高速出行当成理所当然的常识时,使命才算达成。这涵盖了从总统搭乘的超音速“空军一号”,到私人超音速专机,再到面向全体普通客舱旅客的民用航班。“终有一天,我们得费劲向后辈孩子们解释‘当年横跨美国一趟居然要熬 6 个小时’,而孩子们会满脸困惑反问:‘爸爸,你们当时在想什么?如果去趟纽约要花整整 6 个小时,那地方根本不值得去。’——到了那一刻,我们才算真正赢了。” - **发展愿景**:打破速度特权,推动超音速航空从高层政要、富豪阶层全面普及至普通经济舱大众。 - **代际认知颠覆**:通过多代机型的长期迭代,将越洋与跨大陆的航行时间永久减半,重塑人类对距离与时间的感知。 --- ### [16:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=960s) 跨党派支持与白宫椭圆形办公室的模型 谈到长达 12 年的技术拓荒之旅,肖尔回顾了 Boom 与历任政府监管机构的复杂互动。令人欣慰的是,超音速民航产业的复兴在华盛顿并未沦为党派争斗的牺牲品,多项关键改革法案在国会两院均获得了全票一致通过。肖尔盛赞现任政府在科技创新监管审批上不可思议的高效动作:公司测试机型在周一正式突破音障并由他在社交平台发布,推文得到马斯克转发后,肖尔当晚便启程直飞华盛顿特区展开合法化公关游说;飞机降落时,他就收到了来自白宫西翼的正式邀请。 这种闪电般的政商联动在随后的几天内持续发酵:周二步入白宫,周四 Overture 的超音速飞机模型便直接被摆进了总统椭圆形办公室,肖尔自豪地笑称“这堪称史上最硬核的产品植入,而且那架模型至今仍陈列在那里”。从突破音障到总统正式签署推进超音速民航合法化的行政令,整个周期仅耗时 115 天。肖尔坦言虽然站在创业者的视角 115 天依然感觉偏慢,但在任何其他官僚作风严重的行政体系下,这一进程都可能被拖延数年之久。杰森随即补刀调侃拜登政府的办事拖沓,并在全场掌声中向肖尔长达十余载执着推动人类重返超音速时代的远见致敬。 - **监管破冰时间线**:周一突破音障并引发社媒关注 $\to$ 周二受邀进驻白宫西翼 $\to$ 周四模型摆入椭圆形办公室 $\to$ 历时 115 天签署行政命令。 - **立法环境**:在两党高度对立的国会环境中,超音速飞行合法化议案获得了罕见的全票无异议支持。 ## Notable quotes > [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) 大卫对决歌利亚,但歌利亚正在沉睡 — Blake Scholl > [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) 一旦你成了所谓专家,你所沉溺的便全是过去,那你就毫无用处了。勇气并非毫无恐惧,而是带着恐惧依然前行。 — Blake Scholl > [00:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=0s) 休斯敦,我们遇到麻烦了 — Blake Scholl > [01:58](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=118s) 有些事情唯有大企业才能办到。无论你多么优秀,你都不可能在车库初创公司里造出一架全复合材料客机——至少造不出任何人敢坐的飞机。 — Jeff Bezos > [05:06](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=306s) 这就好比森林里倒下一棵树,如果地面上没有任何人听到,它真的发出了声音吗? — Blake Scholl > [11:10](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=670s) 动作迅捷远比按部就班的预测更重要 — Blake Scholl > [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) 这是一门不可思议的印钞业务,我这辈子从没见过如此狂热的需求。 — Blake Scholl > [12:50](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=770s) 你应该去问埃隆 — Blake Scholl > [14:38](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=878s) 终有一天,我们得费劲向后辈孩子们解释‘当年横跨美国一趟居然要熬 6 个小时’,而孩子们会满脸困惑反问:‘爸爸,你们当时在想什么?如果去趟纽约要花整整 6 个小时,那地方根本不值得去。’——到了那一刻,我们才算真正赢了。 — Blake Scholl > [16:00](https://www.youtube.com/watch?v=Gnb-CfNPcPE&t=960s) 这堪称史上最硬核的产品植入,而且那架模型至今仍陈列在那里 — Blake Scholl ## Mentioned Boom Supersonic, Blake Scholl, Jason Calacanis, Boeing, Concorde, Amazon, Groupon, Jeff Bezos, XB-1, Starlink, iPhone, Supersonic Legalization Act, Rolls-Royce, Overture, United Airlines, Elon Musk, Colossus, Gulfstream, Dassault Falcon, SpaceX, Estes ## Video description (0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59) The pivot to powering data centers (10:38) Jason joins: data center demand, private jets & what winning looks like Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We’ll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg #allin #tech #news [Source](https://www.youtube.com/watch?v=Gnb-CfNPcPE)

Source quotes

[0:00] Blake Scholl: 大卫对决歌利亚,但歌利亚正在沉睡 [0:00] Blake Scholl: 一旦你成了所谓专家,你所沉溺的便全是过去,那你就毫无用处了。勇气并非毫无恐惧,而是带着恐惧依然前行。 [0:00] Blake Scholl: 休斯敦,我们遇到麻烦了 [1:58] Jeff Bezos: 有些事情唯有大企业才能办到。无论你多么优秀,你都不可能在车库初创公司里造出一架全复合材料客机——至少造不出任何人敢坐的飞机。 [5:06] Blake Scholl: 这就好比森林里倒下一棵树,如果地面上没有任何人听到,它真的发出了声音吗? [11:10] Blake Scholl: 动作迅捷远比按部就班的预测更重要 [12:50] Blake Scholl: 这是一门不可思议的印钞业务,我这辈子从没见过如此狂热的需求。 [12:50] Blake Scholl: 你应该去问埃隆 [14:38] Blake Scholl: 终有一天,我们得费劲向后辈孩子们解释‘当年横跨美国一趟居然要熬 6 个小时’,而孩子们会满脸困惑反问:‘爸爸,你们当时在想什么?如果去趟纽约要花整整 6 个小时,那地方根本不值得去。’——到了那一刻,我们才算真正赢了。 [16:00] Blake Scholl: 这堪称史上最硬核的产品植入,而且那架模型至今仍陈列在那里

Source quotes

[0:00] Jeff Bezos (quoted by Blake Scholl): There are certain things that only large companies can do. No matter how good an entrepreneur you are, you're not going to build an all-composite airliner in your garage startup. Not one that you'd want to fly on anyway. [10:32] Jason Calacanis: I'm looking for a date and a number. [11:10] Blake Scholl: any dollar above that, United's making some good money. [11:10] Blake Scholl: it's more important to be fast than to be predictable. [11:10] Blake Scholl: a sonic nothing actually [12:50] Blake Scholl: money printing business [12:50] Blake Scholl: tens of gigawatts of demand in my inbox [12:50] Blake Scholl: You should ask Elon. [12:50] Blake Scholl: if they don't, I guess we'll do it. [12:50] Blake Scholl: We will have won when we've sped up flights for every passenger from the president on a supersonic Air Force One to a supersonic private jet to supersonic commercial flights that are available to every class of passenger. And so when you have to convince kids that it used to take 6 hours to cross the country and they're like what are you talking about dad? Like who would even do that? Like New York's not worth it if it takes six hours to get there. That's when we've won.

Original transcript

[0:00] set [music] to fly at Mach 1.7 with 130 [0:03] orders from major airlines. [0:05] >> The founder and CEO of Boom Supersonic, [0:07] Lake Shaw, [0:08] >> Boeing hasn't built a new airplane in 20 [0:10] years. I mean, it's David and Goliath, [0:12] but Goliath is like asleep. We're here [0:14] to bring back supersonic [music] [0:16] passenger travel and ultimately to make [0:18] the planet dramatically more accessible. [0:20] This whole airplane was built by [0:23] essentially 50 people. [0:24] >> By 50 people. [music] The moment you [0:25] become an expert, what you're steeped in [0:26] is the past and then you're completely [0:28] useless. Courage is not being fearless. [0:30] Courage is acting despite the fear. If [0:32] there's no boom at all, there's nothing [0:34] to argue about. The [music] world needs [0:35] supersonic flight. Passengers deserve [0:38] it. [0:40] Please welcome Blake Schol. [music] [0:49] [music] [0:52] Good morning, [0:54] Houston. We have a problem. [0:57] In 1969, we landed on the moon and we [1:00] flew an airliner through the sound [1:02] barrier. Yet more than half a century [1:05] later, we can't go to [snorts] the moon [1:07] and we can't fly faster than the speed [1:09] of sound. [1:11] The legacy, the political legacy of [1:14] Concord was a ban on supersonic flight [1:17] over the US. [1:19] Boeing brought us into the jet age in [1:21] 1957 with the 707. But fast forward to [1:25] today and their latest airliner is a [1:28] literal carbon fiber copy of their [1:30] first. By the way, we have interns born [1:33] after the last time Boeing launched a [1:35] new airplane in 2004. This is insane. [1:39] But imagine imagine an alternate [1:41] timeline in which innovation and flight [1:43] had continued. What if we could cross [1:45] the Atlantic in three and a half hours? [1:48] What if Sydney were as accessible as [1:50] Honolulu is today? What would that do [1:53] for business, for culture, even for [1:56] love? [1:58] Who could do something about this? [2:01] 12 years ago, I was a software engineer [2:03] and an ads guy from Amazon and Groupon. [2:07] The idea that somebody with nothing more [2:09] than a pilot's license could do [2:10] something about this seemed laughable. [2:14] In 2015, I pitched my old big boss, Jeff [2:17] Bezos, on Boom's seed round, and he [2:20] passed. [2:22] And then he wrote this in the 2015 [2:24] Amazon shareholder letter. There are [2:26] certain things that only large companies [2:28] can do. No matter how good an [2:30] entrepreneur you are, you're not going [2:31] to build an all composite airliner in [2:33] your garage startup. Not one that you'd [2:35] want to fly on anyway. [2:40] I took that a little personally, [2:42] [laughter] [2:44] but I don't blame Jeff. This is what our [2:46] garage looked like back then. And this [2:49] this was actually a slide from our pitch [2:50] deck that's that is in fact a supersonic [2:53] airliner mockup made from cardboard [2:55] plywood and seats from Office Depot. [2:59] But big things often have humble [3:01] beginnings. And fast forward to last [3:04] year and Boone became the first private [3:06] company ever to build a supersonic jet. [3:10] [applause] [3:15] [applause] Something that the big [3:16] companies would have put thousands of [3:17] people on. we did with just 50 really [3:19] dedicated men and women. And when we [3:22] flew that airplane, we had the first [3:24] supersonic installation of Starlink so [3:27] people around the world could tune in [3:29] watching a video filmed on an iPhone [3:31] streamed via Starlink. And my favorite [3:33] part was the pictures that people [3:34] started sending me from classrooms. Kids [3:37] that would have tuned out on flight [3:38] instead tuned in. [applause] [3:44] Some of them stood up and some of them [3:46] even jumped up and down. [laughter] [3:49] Isn't that great? One of those is a [3:50] future chief engineer. I guarantee it. [3:53] I'd like to invite you now to relive [3:55] that moment with me. [3:56] >> From that fateful moment, [music] the [3:57] Kittyhawk. [3:59] We strove to fly higher and faster. [4:02] >> This pilot and this airplane [music] are [4:05] about to be the first ever to fly faster [4:07] than the speed of sound. [4:10] Concord showed us the future of [4:12] passenger flight [music] in 1969. [4:17] In 2003, [music] [4:19] we lost all that. [4:21] >> Good morning. For the last time, [4:22] Speedboard Concord 2. [groaning] [4:24] >> The sound barrier was back. [4:28] But we are still pioneers, and humanity [4:31] will always want to reach higher. A [4:34] small team with a big dream. [4:37] In 2025, XB1 became the first privately [4:41] developed jet to break the sound [4:43] barrier. [4:45] >> You are go for Mach 1.1. [4:48] >> But this time, we demonstrated that [4:50] supersonic [music] flight could be [4:52] boomless. [4:57] And now the sound [music] barrier can [4:59] stay broken. [5:04] [applause] [5:06] >> Thank you. Uh, I thought that would get [5:08] old, but it never does. Uh, XB1 uses [5:12] actually a far simpler technique than [5:13] others have talked about to solve sonic [5:15] boom. We call it boomless cruise, and it [5:17] uses the natural refractive power of the [5:20] atmosphere to redirect the sonic boom [5:22] upwards. So, it's like if a tree falls [5:24] in a forest, but no one was there to [5:26] hear it, did it really make a sound? And [5:29] uh, we talked to the president shortly [5:31] after breaking the sound barrier. and uh [5:34] he agreed if there's no sonic boom there [5:36] should be no ban on supersonic flight. [5:38] So that ban that started in 1973 [5:42] actually ended June 6th of last year. [5:46] [applause] [5:51] But this was just an executive order and [5:53] theoretically some idiot could reverse [5:55] it, right? So we went to Congress and we [5:57] said you should make that permanent. And [5:59] the supersonic legalization act passed [6:01] the house. Anybody guesses what the vote [6:04] was? It's actually unanimous. [6:08] [snorts] It's unanimous [6:10] [applause] [6:11] and it got out of Senate Congress [6:12] unanimously recently and now we have to [6:14] get it through the rest of the Senate [6:15] and I think we should just do it [6:17] unanimously, right? Because that's [6:18] badass. So, okay. So, it's all full [6:21] speed ahead, right? And like we get to [6:22] look forward to super passenger flights [6:24] soon. But wait, there was actually a [6:26] problem. Not that long ago, people [6:28] declared boom dead. One of the dumbest [6:30] things I ever did was try to outsource [6:32] our engine development to a big old [6:34] company. And that that plan didn't work [6:36] out. And uh we broke up with Rolls-Royce [6:39] very publicly and people said we were [6:41] doomed. So we decided to do the thing [6:43] everyone said was really impossible to [6:45] make our own engine from scratch to pair [6:47] perfectly with the airplane. [6:50] Turns out [6:52] uh turns out that effort's actually [6:53] working and uh we had an opportunity not [6:57] just to build our own jet engine but to [6:59] reinvent how engines are designed with [7:02] the world's most advanced digital design [7:04] tools and then to change how they are [7:07] actually manufactured also with the [7:09] power of digital manufacturing. So we're [7:11] not just designing our own engines, [7:13] we're not just making our own engines, [7:15] we're making our own engine parts down [7:17] to the turbine blades. I uh I have one [7:20] of those with me this morning. Uh my my [7:22] girl was like, "Is that a turbine blade [7:24] in your pocket or are you happy to see [7:26] me?" [7:29] So, our philosophy is that engineering [7:32] and manufacturing have to work together. [7:35] And we if we want to re-industrialize [7:37] America, we need to invent the next [7:40] generation manufacturing technology here [7:42] and uh use that to build the most [7:44] incredible new products, not just try to [7:46] bring back what we lost to China. So, as [7:48] we speak, our first vertically [7:50] integrated uh jet engine core is getting [7:53] assembled and it's going to be in a test [7:55] stand uh next month. So, things are [7:59] starting to get pretty uh pretty [8:00] exciting. Now, in a in a bizarre twist [8:03] of history, the thing that everyone said [8:06] would kill us that we didn't have a big [8:08] company make us an engine actually turns [8:10] out to be the thing that makes a [8:13] supersonic startup uh financially [8:15] valuable. Because it turns out if we [8:17] take our supersonic engine technology [8:20] that's designed to run full duration at [8:22] high power in a [snorts] hot environment [8:24] at Mach 1.7 and we take the fan off the [8:27] front and instead we put a generator in [8:30] the back. It does this. [8:34] Right? So our first application of our [8:36] engine isn't in the sky. It's actually [8:38] on the ground for data centers. And we [8:40] can wrap this up in a couple trailers [8:42] and we can deploy 42 megawatts for [8:44] behind the meter power generation with a [8:46] supersonic engine core that's designed [8:48] to run hot so it doesn't need any water. [8:51] I think we all know the water thing is [8:53] kind of a objection but why not [8:54] make it go away. [8:57] [applause] [9:02] So, as we speak, we are building in an [9:06] undisclosed location the world's most [9:08] advanced jet turbine factory. And our [9:11] philosophy is the exact opposite of what [9:14] you find at every legacy big company [9:16] with lots of outsourcing and a return on [9:18] net assets philosophy that makes you [9:20] spin out uh your crown jewels. So we are [9:23] manufacturing our own engines at scale [9:26] starting from raw materials then going [9:28] to the parts including the most [9:30] difficult ones like blades and veins and [9:33] then assembling them and then running on [9:34] our own test stand. And the factory [9:36] you're looking at here uh made its first [9:39] parts last week and it will scale to [9:41] making multiple gigawatts per year and [9:44] over the next 5 years we aim to add 10 [9:46] plus gigawatts to the grid. [9:50] >> [applause] [9:53] >> What this means is as future passengers, [9:57] [snorts] we get to look forward uh to [10:00] flying faster than the speed of sound, [10:02] twice as fast over water, 50% faster [10:06] over land with no sonic boom, and doing [10:09] it on what will actually be the most [10:11] tested new jet engine ever made, thanks [10:14] to being proven on the ground first. So, [10:17] there's still many, many hard problems [10:18] to solve. Success is not guaranteed, but [10:21] I think there's a lot of reason to be [10:22] excited for a faster future, a more [10:25] connected world and American leadership [10:27] in aviation. [10:32] Nicely done, Blake. We're going to talk [10:33] for a second. Stay here. [music] [10:35] So, couple of questions for you. Um, [10:38] really, when can we get on that plane? [10:42] How much will it cost? Two very simple [10:44] things. I'm looking for a date and a [10:45] number. [10:46] >> A date and a number. Right. These are my [10:47] favorite questions. I'm sure your board [10:49] asks once in [laughter] a while, [10:51] >> you know. I mean, the thing about, you [10:52] know, faster flight is everybody wants [10:54] it so long as it's safe, comfortable, [10:56] and affordable. And Concord is really [10:58] like zero out of three. And we should be [11:00] able to do three out of three. So, I'll [11:01] give you the numbers. Round trip across [11:03] the Atlantic at Mach 1.7, 3 hours, and [11:07] the break even fair is about $3,500. So, [11:10] if [11:11] >> each way [11:11] >> round trip, no round trip, that's the [11:13] break that's the break even. And so, of [11:15] course, it will probably go for more [11:16] than that. But [11:18] but any dollar above that, United's [11:19] making some good money. [11:20] >> Okay, fantastic. [11:21] >> And when our goal is 4 years, uh but I [11:24] think, you know, I think I've learned [11:25] along the way is it's more important to [11:28] be fast than to be predictable. Uh so [11:30] how long will it actually take? I can't [11:32] say with certainty, but we are uh we're [11:34] moving as fast as we can and we'll make [11:36] sure that it's available at the earliest [11:37] date that it's physically possible. [11:39] >> So we're looking at potentially 2030 uh [11:42] give or take [11:44] Blake versus say Elon timing. So, when [11:47] you're doing the impossible magical [11:48] thing, it can take a little extra. Um, [11:50] you keep talking about over oceans, but [11:54] my understanding, you were on this week [11:55] in Startups a couple times uh early on, [11:58] was that you're making it uh that the [12:00] sonic boom is going to go away and [12:03] become like a a sonic thump or a a sonic [12:07] pow or something. It's going to be like [12:09] a lot less. [12:10] >> It's a it's a sonic nothing actually. [12:12] Like like literally. So there there are [12:14] two different techniques that people use [12:15] for boom mitigation. And uh the one [12:18] we're using is called we call it [12:19] boomless cruise. The the nerds call it [12:21] mock cutoff. The boom comes off the [12:23] airplane. It's kind of a normal strength [12:25] boom and it makes a big U-turn in the [12:27] sky and never touches the ground. [12:29] >> And it and that works up to about Mach [12:31] 1.3 or you know 50% faster than how we [12:34] can fly today. So you you can't go full [12:36] speed boomless. Uh, but you could still [12:39] go fast enough that you could leave New [12:40] York, say, at 9:00 a.m. and land in San [12:43] Francisco around 9:30 a.m. Uh, so it's [12:45] still going to be pretty, it's still [12:46] going to be pretty great. And then over [12:47] water, you can go full speed, but no [12:49] one's there to hear a boom. [12:50] >> I mean, this is the key. I think [12:52] everybody wants to know the New York to [12:54] Los Angeles, San Francisco time. Um, how [12:57] is the um data center project going? Do [13:00] you have customers for this product [13:02] already? And how many h how much is [13:05] coming in? What's the Let's talk dollars [13:06] here because running a uh building the [13:09] Concord is quite expensive as Mr. Bezos [13:11] uh pointed out to you, but this seems [13:14] like a money printing business. Is it [13:15] printing money? [13:16] >> Uh it's an incredible money printing [13:18] business. I mean I I've never seen [13:19] demand like this for anything else in my [13:21] life. How many orders? Give us 10 [13:23] customers. [13:23] >> Are tens of gigawatts of demand in my [13:27] inbox. We're going to run that first [13:29] engine next month and then we're going [13:30] to auction it all off. [13:31] >> Did you Did you talk to Elon about it? [13:33] Did you is he uh interested for the [13:35] Colossus? [13:35] >> You should ask Elon. [13:36] >> Okay, that's a yes. Okay, good enough. [13:38] Um do you ever think that like as a name [13:41] of a company for an airline, Boom [13:46] might be tempting the fates? I got it. I [13:49] have a punch up for you. How about Zoom? [13:51] [snorts] [13:53] You know, no one's ever asked me about [13:54] this before. [laughter] [13:56] >> No, it's like it's like Boom and you're [13:58] there. It's fun. And we called the [13:59] company Boom because I thought the sonic [14:01] boom was never going to be the blocker. [14:02] And so Boom is the company. The airplane [14:04] is overture. Uh we wanted uh we wanted [14:07] an innovative brand for the company and [14:10] something for the airplane itself that [14:11] would uh have real gravitas. There there [14:14] are um some individuals who might look [14:17] at this and say any chance at a private [14:21] aviation option in the 2.0. Is there is [14:25] that a good business for you to be in to [14:27] provide, you know, compete with Gulfream [14:29] and and and and Falcon? [14:32] >> Well, I I hope the private jet guys will [14:34] make a supersonic jet. They should. If [14:35] they if they don't, I guess we'll do it. [14:37] Okay. [14:37] >> But let's let's talk about the future. I [14:39] mean, the um I'll I'll tell a story. So, [14:42] my my daughter, my youngest daughter, [14:44] who's four and a half now, when she was [14:46] 18 months old, we'd watch Rocket videos. [14:48] Uh when she was 2 and a half, I took her [14:50] to watch uh a model Estie's Rocket. and [14:53] I'm just the person I am. So I get the [14:54] smallest little rocket and I put the big [14:56] D motor in it and so that thing goes and [14:59] it ends up in a tree three fields over [15:02] and uh I thought it was pretty cool but [15:04] she was upset and it took me a moment to [15:07] realize why she was upset which is she [15:08] expected the rocket to come back to the [15:10] pad. [15:11] >> I had done nothing but watch rocket [15:13] landing videos with her like literally [15:14] her entire life. Um and uh and what I [15:17] realized is for supersonic there's an [15:19] analogous thing. uh we will have won [15:22] when we've sped up flights for every [15:24] passenger from the president on a [15:26] supersonic Air Force One to a supersonic [15:28] private jet to supersonic commercial [15:31] flights that are available to every [15:32] class of passenger. And so when you have [15:34] to convince kids that it used to take 6 [15:37] hours to cross the country and they're [15:38] like what are you talking about dad? [15:40] Like who would even do that? Like New [15:42] York's not worth it if it takes six [15:44] hours to get there. [15:46] >> Uh that's when we've won. [15:47] >> Yeah. So, [15:48] >> so that will take many generations of [15:49] airplanes, but we're not giving up. [15:51] >> Um, final question. The company's now [15:55] getting close to 10 years. [15:57] >> 12 in fact. [15:57] >> 12 in fact. Yeah. Okay. So, very close. [16:00] You passed it. Um, you've had to work [16:02] with multiple administrations. It's not [16:04] a political show most of the time. Um, I [16:08] mean, when Trump's ratings are high, [16:09] it's a political show. If they go low, [16:12] talk a little less about it. But, um, [16:16] thank you. uh talk about how this [16:19] administration has you has this [16:21] administration compared to the last one [16:24] uh in terms of embracing what you're [16:25] doing cuz this is pretty exciting that [16:28] you've been able to make such quick [16:30] inroads in terms of regulations and and [16:33] that it's a big issue for your company [16:35] specifically. Yeah. [16:36] >> Well, I I think I mean first off I think [16:38] it's really cool that supersonic flight [16:40] is not a partisan issue and that we're [16:41] able to get stuff through Congress [16:43] unanimously. Uh that said, I love how [16:46] fast this administration moves. Like it [16:48] was uh we broke literally we broke the [16:50] sound barrier on Monday. Uh I tweeted [16:52] about it. Uh Elon reposted my tweet. I [16:55] flew to DC that night to start the [16:57] legalization campaign. By the time I [16:59] landed, I had an invitation to the West [17:00] Wing. So that's Tuesday. [17:01] >> Yeah. [17:02] >> Uh by Thursday, uh our airplane model [17:05] has made it to the Oval Office. And by [17:08] the way, it's still there. [17:09] >> Yeah. [17:10] >> It's like one of the greatest product [17:11] placements of all time. Like there's a [17:12] supersonic jet model in the Oval Office. [17:14] like I kind of love it. And then it took [17:16] 115 days to get the executive order [17:18] signed. To to me that felt slow, but um [17:21] it probably would have taken longer in a [17:22] different administration. [17:23] >> Yeah, I think Biden's um going to call [17:25] you back in about two or three weeks [17:26] from when you called him eight years [17:28] ago. Yeah, it's a joke. Sounds fast. [17:30] It's a Biden joke. All right, let's give [17:32] it up for Blake one more time. All [17:33] right, great job.