If there is a market, I am not convinced yet, I think they can. Because one OEM is not enough, there is place for at least a second one. Boeing has nothing, nor does any other major aerospace OEM. Which leaves a slot for Joby, potentially. Maybe someone else, Autoflight maybe. They are Chinese, meaning endless money for the time being, have a decent team and progress steadily and very quietly.
Personally, I'll count out all the other contenders.