SpaceX, yes. But I think some of these other examples work against your point. Yes, some of them have raised lots of money (or even sold for lots of money), but revenue for Cruise + Commonwealth Fusion + Heart combined (I haven't heard of Canvas) is about $0 so far. It's yet to be seen if any are viable businesses even if they have already invented cool shit. To your point above, Boeing is not in the venture capital business. Their investors most likely want dividends and stock buybacks, not capital intensive moonshot bets.
I mostly agree with you. I think Heart will manage it, doing an short range electric plane is not comparable to a supersonic jet liner. And the short range electric plane has a pretty clear market fit and very little technology risk unlike the supersonic jet.
