Josh Chapman·Friday, May 15, 2026·7 min readAerospace
Konvoy | The Return of Supersonics
The supersonic flight industry is poised for a revival, presenting unique investment opportunities in both commercial and defense sectors.
The newsletter highlights a significant shift in the supersonic flight industry, which is experiencing a revival after decades of dormancy. Companies like Boom Supersonic and Hermeus are at the forefront, with Boom targeting commercial service by 2029 and Hermeus focusing on hypersonic technology. The U.S. is currently behind its competitors in military capabilities but has the potential to leverage its commercial advancements to regain a competitive edge. This convergence of commercial demand, defense urgency, and technological innovation makes the supersonic sector an attractive area for venture investment.
Key Takeaways
- Boom Supersonic is leading with real orders and a target for 2029 entry into service.
- Hermeus is innovating with reusable hypersonics, aiming to define the next decade.
- The U.S. is lagging behind China and Russia in military hypersonics but has a robust commercial program.
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