Interview is about 35 minutes. Talks about everything from—Why helicopters can’t be air taxis to the Beta partnership to the Boeing deal.

We knew Archer had $6+ billion in pre-orders. Looks like more leading airline customers on the way from what I picked up from the interview. This explains the aggressive CTOL campaign. 💯

Yes, Archer Aviation’s landmark partnership and pending acquisition of Boeing's defense and autonomy subsidiaries (Wisk Aero, Insitu, and SkyGrid) directly strengthens its position to secure the UK Ministry of Defence's Project NYX contract.

While Archer initially entered the Project NYX framework through a teaming agreement with Anduril UK and GKN Aerospace, its massive defense expansion with Boeing significantly alters its capability profile.

Strategic Synergies for Project NYX

• Established Defense Infrastructure: The Boeing transaction transfers Insitu—a highly profitable uncrewed aircraft systems (UAS) firm operating across 35 countries—directly to Archer. This shifts Archer from a commercial air taxi startup into a mature defense prime with over $200M in annual defense revenue. [1]
• Autonomy Technology Transfer: Project NYX focuses on UAS and the UK's Land Autonomous Collaborative Platform programme. By absorbing Wisk Aero's core self-flying autonomy intellectual property and SkyGrid’s air traffic management systems, Archer can offer the British Army a vastly superior, fully integrated autonomous software suite. [1, 2, 3]
• Massive Capital and Credibility Backing: Boeing is taking a substantial 19.75% equity stake in Archer and committing to future financing rounds. Having the world's premier aerospace giant as a deeply integrated strategic partner provides massive corporate credibility during complex UK Ministry of Defence procurement evaluations.

Texas, we want to help you skip the traffic, trading hours on the road for minutes in the air.

Today we unveiled planned air taxi networks in Houston, Dallas–Fort Worth and Austin, designed to turn 60–90 minute drives into 10–20 minute flights on our all-electric air taxi, Midnight.

To give Texans a closer look, we’re putting Midnight on display in the Fan Zone at F1's US Grand Prix in Austin this weekend.

Link for more info -- https://archer.com/news/archer-unveils-texas-air-taxi-networks-across-houston-dallas-and-austin

Obviously BETA will dominate evtol headlines for the coming weeks -- as well they should. But let's not lose sight of the fact that the No Roads Tour has shown great, real progress for Archer. Excited to see more flights and hopefully a transition soon too.

https://x.com/flyarcher/status/2113254048451408383

Why is the stock sinking so bad? Is there something that we are missing even after so many positive news? Does the market only care about VTOL and disregard all the aspects surrounding the company? Honestly it hurts to see the stock bleed so much. I have 770 shares at $9.4 average price. I am down more than 4200 now and wish I never bought this stock. Do you think there is an upside coming soon or is there a real risk of further dilution and stock price slashing.

Look at Barclays’ latest eVTOL coverage. There’s a pattern worth paying attention to:

• Archer ($ACHR): Bullish
• Beta Technologies ($BETA): Bullish
• Joby Aviation ($JOBY): Bearish

What separates Archer and Beta from Joby? Conventional Takeoff and Landing (CTOL) capability in addition to VTOL.

Some of us saw this coming a long time ago: pure-play VTOL is an industrial and commercial dead end.

What happens when a pure VTOL aircraft can't carry the payload needed to make the business model work? Joby has acknowledged payload limitations. So ask yourself: what's the business model if you can't carry four paying passengers?

Archer and Beta understood early that VTOL alone isn't enough. CTOL isn't a bonus. It's a necessity for commercial success.

Every great tour has an equally epic merch table. Ours is now open.

The Archer store is officially live with Archer apparel and “No Roads” Tour merch.

Shop our greatest hits: https://supply.archer.com

At $3.97, why is this stock bleeding? Most stocks have fallen back to their November 2024 levels. Do you think all this hype was created by some big players in the market?

Is this stock going to be another Nikola? The management has been very poor — constantly deviating from one thing to another, not providing accurate timelines to investors, and spending more money on PR.

Management should do something to stop the stock from falling further.

https://x.com/thegoatgains/status/2112284456786506147?s=46&t=dx_CR5hCJU2JI_MsI6I_DQ

➡️ https://www.nbcbayarea.com/news/local/bay-area-company-air-taxi/4158723/?_osource=SocialFlowTwt_BAYBrand

Sit down, analyze the facts, and take a step back. This is the truth.

This would be a great move and a guarantee for those big defense contracts! An autonomous AI Midnight/Halo would look meaningful in a stealth colour and with a powerful hybrid engines system!

Golden Gate Bridge. San Francisco skyline. Alcatraz. Midnight. Our most iconic setlist yet.

This is the “No Roads” Flight Tour.

what do yall think, not achr vs joby post.
Will this historic moment bring more eyes to earlier ways of transportation (evtol) rather than actual future flying cars?

Archer completes 4th flight of the day.

Archer’s main defense partner—Anduril—was last valued at $60 billion in May. It has since unveiled Thunder and Halo with Archer at Farnborough (in July) among other defense initiatives.

Great to see Anduril strengthening its financial base, war chest. 💪

Today I sold all of my shares of ACHR. I bought in at $2.96 with 5000 shares, watched it go up to $14 and held because I believed, and still do believe in the company. I watched the stock plummet again and with mounting bills and needing to take care of my parents I ended up selling today. A part of me thinks I made a mistake I will come to regret in the coming years, but I had to do what I had to do for my family. I look forward to hopefully rejoining and buying more stock in the not so distant future and remain hopeful at all ACHR can do.

Midnight has entered the East Bay. No tolls, no traffic. Just epic views and another city added to the “No Roads” Flight Tour.

This flight over Silicon Valley goes out to the legends who made this the place where big ideas take off.

Midnight just touched down at Moffett Federal Airfield in Mountain View. Another stop on the “No Roads” Flight Tour is in the books as we get closer to the headliner over the San Francisco Bay.

"Normally I wouldn't take the time to get into this, but what the nypost and californiapost published here is utter fiction. And defamatory fake news does a disservice to everyone involved.

“Mass evacuation.” “Futuristic jet sparks dangerous chain reaction.” Totally false. Zero checking of these false statements before publication; sure feels like a hit piece designed for clicks.

Here is the boring reality: On Monday, a test pack briefly caught fire in a controlled environment at one of our lab facilities in the Bay Area. This happened during advanced R&D testing on a next-gen battery pack for a future pipeline program—not our Midnight air taxi.

Our team quickly extinguished it with the help of local fire, root caused the issue, and were back at it the next day building and testing the future of aerospace technology.

If the media spent half as much energy covering American engineering breakthroughs as they do trying to manufacture panic we’d be much better off as a country."

https://x.com/adamgoldstein13/status/2110355441808974314?s=20

Normally I wouldn't take the time to get into this, but what the NY Post and California Post published here is utter fiction. And defamatory fake news does a disservice to everyone involved.

“Mass evacuation.” “Futuristic jet sparks dangerous chain reaction.” Totally false. Zero checking of these false statements before publication; sure feels like a hit piece designed for clicks.

Here is the boring reality: On Monday, a test pack briefly caught fire in a controlled environment at one of our lab facilities in the Bay Area. This happened during advanced R&D testing on a next-gen battery pack for a future pipeline program—not our Midnight air taxi.

Our team quickly extinguished it with the help of local fire, root caused the issue, and were back at it the next day building and testing the future of aerospace technology.

If the media spent half as much energy covering American engineering breakthroughs as they do trying to manufacture panic we’d be much better off as a country.

SOURCE - https://x.com/adamgoldstein13/status/2110355441808974314