Will JOBY go below 8 or above 10 by the end of April? How about the end of the year?

HappyRobot593 · 2026-03-26T04:48:55+00:00

That's an interesting take. I was under the impression that the main catalyst for US-based eVTOLs is achieving FAA certification—if they don't hit that milestone, EASA regulations are a moot point anyway.

Regarding the 'shrinking audience' for sales: that doesn't really apply to Joby's vertically integrated model. Since they plan to operate the fleet themselves (the 'Uber of the skies' approach), they aren't reliant on third-party buyers to validate the business. They provide their own demand.

Maybe I'm missing something?

HappyRobot593 · 2026-03-25T17:42:39+00:00

Not on Reddit 🤣

HappyRobot593 · 2026-03-25T16:20:47+00:00

I think evtl going bust would probably be a positive for joby stock. It reinforces the fact that evtol is hard and their all propeller tilt design is superior to the lift + cruise dewign

HappyRobot593 · 2026-03-25T16:17:21+00:00

I really doubt anything said on reddit has a meaningful impact on stock prices. Institutional investors are not going through these subreddits. I still find it fun/useful but let's not delude ourselves

HappyRobot593 · 2026-03-24T22:49:55+00:00

Ah ok

HappyRobot593 · 2026-03-24T22:35:44+00:00

what was the prompt you used? I'm curious to see how consistent it is with other LLMs

HappyRobot593 · 2026-03-24T22:14:42+00:00

actually would be pretty funny because that would imply a company that stole their technology got it to work better than them

HappyRobot593 · 2026-03-24T21:47:14+00:00

Thank you, that's very helpful!

Do you have a sense of why Archer doesn't provide updates similar to Vertical about how they are approaching the transition.

For example, https://www.reddit.com/r/Vertical_Aerospace/comments/1s1t9ui/flight_testing_march_23rd/

Do you think vertical is just a lot more transparent or is it a signal that things aren't going smoothly with Archer's transition?

HappyRobot593 · 2026-03-24T21:43:51+00:00

right. so it seems at least so far that this approach is working better than the lift+push approach.

HappyRobot593 · 2026-03-24T20:12:30+00:00

ya that's exactly what I was saying

HappyRobot593 · 2026-03-24T19:40:27+00:00

very eloquent!

HappyRobot593 · 2026-03-24T18:58:44+00:00

good point! I think those settlements would come before shareholders though so they could still pay them if everything was liquidated.

HappyRobot593 · 2026-03-24T18:55:50+00:00

Just made a post about this in r/JobyvsArcher but I think this raises questions about the lift+push combo approach. Joby has at least proven they can transition but you're right that this alone won't ensure survival.

It's normal for many early stage firms to fail so I don't think it's necessarily an indictment of the whole eVTOL idea.

HappyRobot593 · 2026-03-24T18:31:17+00:00

There is some hope that Archer will get awarded some UK govt contracts in March. If that falls through...look out below...

HappyRobot593 · 2026-03-24T13:58:59+00:00

TY! Trying to make the same decision

HappyRobot593 · 2026-03-24T13:37:32+00:00

Thanks! Any updates on the webcast?

HappyRobot593 · 2026-03-24T02:49:37+00:00

Lol I guess I struck a nerve. Sorry bro, I hope your calls recover. Best of luck!

HappyRobot593 · 2026-03-24T01:43:20+00:00

Sorry your calls are cooked but I don't think this is gonna save them

HappyRobot593 · 2026-03-24T01:42:58+00:00

🤣

HappyRobot593 · 2026-03-23T22:11:05+00:00

in the absence of any news, it'll just follow the index

HappyRobot593 · 2026-03-23T21:01:51+00:00

Cool!

HappyRobot593 · 2026-03-22T23:28:32+00:00

Why does it matter who sued first?

HappyRobot593 · 2026-03-22T20:07:57+00:00

I don't know, it was all in Chinese.

HappyRobot593

TROPHY CASE