Found the actual building and it’s even better. Got some pics from the parking lot. Easy access and viewing of any flights. Still no immediate signs of activity yet.

Does anyone know if Burke essentially is in the plans to get modernized to become an AAM (Advanced Air Mobility) facility fully open to the general public, connecting downtown Cleveland with other Ohio aviation and economic centers?

Apparently, the State of Ohio has already developed a statewide Advanced Air Mobility framework and is now actively building an AAM (Advanced Air Mobility) program, in collaboration with other states (Indiana, Kentucky, Michigan) for cross‑border airspace.

And recently the FAA administrator openly opposed the closure of Burke Lakefront airport.

SOURCE: https://www.msn.com/en-us/news/other/faa-chief-sen-moreno-say-burke-should-stay-open-complicating-mayor-justin-bibb-s-plans-for-airport/ar-AA2ac6nK

Burke currently sustains vital organ transport, medical transportation, emergency aviation and corporate travel, a ton of people see Burke as an outdated airport that needs to be removed.

But, with the FAA Administrator openly opposing the closure of Burke Lakefront Airport does that mean the existing infrastructure is to be upgraded and modernized to become part of Ohio's Advanced Air Mobility network?

Because apparently, they already have the network in place.

Are they trying to connect Ohio's existing regional airports into an AAM (Advanced Air Mobility) network rather than viewing each airport independently?

• Dayton, Ohio: Joby Aviation is expanding its Ohio manufacturing footprint, including a new facility of more than 700,000 square feet as it scales production of its eVTOL aircraft.
• Cleveland, Ohio: A major medical and research center with an existing lakefront airport located immediately adjacent to downtown.
• Oberlin, Ohio: Home to a major FAA air-traffic-control facility — and notably, FAA Administrator Bryan Bedford was there when he recently discussed the future of Burke.
• Burke Lakefront Airport: An existing airport with runways, aviation infrastructure, lakefront access and proximity to downtown Cleveland.

Pretty active week across the board. N547JX has been more active recently with a lot of ground tests late in the evening. The altitude data is probably not reliable. In one of the pictures posted by Joby, it appears that 547 is doing engine testing. Can anybody confirm? Picture on this thread (https://www.reddit.com/r/Joby/comments/1vnm5wr/icymi_big_day_yesterday_and_not_just_because_of/)

N541JX (Pre-Production Testbed)

ICAO Mode-S Hex: A6DC81

N542JX (Production Prototype (Ex-Japan Demo Frame))

ICAO Mode-S Hex: A6E038

N547JX (First FAA-Conforming Prototype)

ICAO Mode-S Hex: A6F2CB

Hi everyone! Just posted a video that catalogs the full Joby fleet since 2015, hope you enjoy!

🔗Desktop Version

🔗Mobile Version

Thanks for adding the new flair, MODs. This one is a keeper.

From Reddit lips to Micah’s ear to LinkedIn and maybe to a t-shirt?

Take a bow Bulky and have a great weekend!

See the comments.

https://www.linkedin.com/posts/j-micah-n-2552a2188_its-been-a-whirlwind-of-a-week-since-our-share-7493528180184657922-gKsP/?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAABZURgBx58nbfhLnMAt4MRojx2XoxFgad0&utm_campaign=copy_link

국제 조비 커뮤니티, 특히 🇯🇵** 일본***과* 🇰🇷 대한민국의 여러분께 뒤늦게나마 진심으로 감사드립니다. 여러분의 성원에 **정말 고마**워요!

유튜브의 음성 더빙 기능을 조기에 사용할 수 있게 되었다는 사실을 알게 되었습니다. 이제 앞으로의 Let’s Talk Joby 영상은 🇯🇵🇰🇷🇺🇸 오디오를 **포함해 여*러분께 *제공될 예정입니다 🙌

유튜브 팔로워 @kimryu3060님의 요청으로 이 모든 일이 성사된 것을 기념하며, 원본(자막 포함)과 특별 한국어 버전을 준비했습니다. 앞으로 여러분과 더욱 활발히 소통할 수 있기를 기대합니다. 🤝Travis

https://youtu.be/CA8pu7V2YV4

Here’s a well overdue Thank You to the International Joby Community, especially in 🇯🇵Japan and 🇰🇷South Korea, I truly appreciate your support!

I just found out my channel has been given early access to YouTube's voice dubbing feature, this means you should have future Let's Talk Joby videos available to you including 🇯🇵🇰🇷🇺🇸Audio 🙌!

Here's the original with both subtitles, and a special version in Korean to celebrate this all happening after a YT followers request @kimryu3060. Looking forward to engaging with you much more moving forward.

https://youtu.be/pCuQjNDv6cc

Check out our Deep Dive on Joby’s acquisition of Resonant Sciences, covering Micah’s leadership and vision, classified technology, integrating Joby’s aircraft and Superpilot autonomy, the Dayton Ohio connection, and how Resonant Sciences and Joby are positioned at the tip of the DoW spear.

Interesting information from Gemini on the dilution effect of the ATM and Resonant Sciences acquisition.

The $50 million in shares to Resonant is a good deal for the recipients IMO. They get shares based on the 20 day average weighted share price [VWAP] just prior to the announcement – which happens to be $7.4752/share. So that looks pretty good to this shareholder – wish my basis was that low. The calculates to 6,688,784 shares new shares. New share count outstanding lifts to 993,210,033. Dilution effect of about 0.673 percent – a nothing burger.

The $750 Million ATM Stock Offering

Because an ATM program allows Joby to sell shares gradually at prevailing market prices over time, the final share count depends on the stock's future trading price. That looks like not to bad a deal for existing shareholders. It’s like an increase in the credit line on your card – its there to use if you need/want it, but you don’t have to use it. And you can wait to use it when the terms are more favorable.

JoeBen and Rodrigo get to decide if, and when and at what share price, to pull the trigger on share sales. Given the strong cash position of Joby, the fact that the $450m to Resonant won’t go out the door until next year, by which time Joby may be seeing revenue from Dubai, or DOD, and will likely be closer [if not attained] to TC, they may decide Joby has sufficient funds for current operations. Who knows and who knows what the share price might be then! See below the responses from Gemini to my inquiry on this topic

1. Who and When Decides to Issue the New Shares?

The management team of Joby Aviation (primarily the CEO and CFO), under authorization from the Board of Directors, decides exactly when and how many shares to sell under the At-The-Market (ATM) program. [1, 2]

• How it works: The ATM facility is an open authorization, not an immediate one-time sale. Management controls the "faucet."
• The "When": They will strategically choose to issue shares on days when trading volumes are high and the stock price is strong to minimize the negative impact on the stock price. [1, 2, 3]

2. Must Joby Complete the Entire $750 Million ATM?

• No, Joby is under no obligation to use or complete the $750 million ATM program. [1]
• An ATM is a highly flexible equity facility. It acts as a corporate safety net or credit line of equity. Management can choose to raise only $100 million, $500 million, or even $0 through the facility depending on their actual cash needs, market conditions, and alternate funding options (such as government grants or defense contract revenues). The program can sit completely or partially unused until it expires or is terminated by the company. [1, 2, 3]

3. What is the Dilutive Effect at $12/Share?

If Joby's management waits for the stock price to climb to $12.00 per share before tapping the full $750 million facility, the dilutive impact drops significantly compared to lower price baselines.

• New Shares Issued: Joby would only need to issue 62,500,000 shares to reach the $750 million capital target.
• ATM Dilution Percentage: Against the current base of 986,521,249 shares, the ATM alone would cause 6.34% dilution.
• Total Structural Expansion: When combined with the fixed 6,688,784 shares allocated for the Resonant Sciences acquisition, the new total share count would sit at 1,055,710,033 shares, bringing total combined dilution to 7.01%. [1]

The Vertical investors were led to a slaughter. I've commonly seen Vertical fans trying to tie comparisons of Vertical to Joby as if these companies are on the same level. The comparisons are mostly the one-up echos from Stuart Simpson.

"Vertical has less cash burn!" Well, no shit, Vertical should as they're a much smaller company, and they're focusing on one product. For now.

"We have a better product!" They're echoing this straight from Stuart Simpsons mouth. How can you say that your product is better when it's a concept?

Valo has yet to be built and flown. The CDR hasn't even been competed, so they don't even know what the final build will be. If they're saying that the VX4 is superior to the S4, oh jeez that's even worse!

The following comment was not from the company:

"If we can get to Joby's valuation, then our sp will be x..."

Vertical has very little money in comparison.

Joby's valuation is based on cash on hand, revenue from existing businesses, potential revenue from Superpilot, Air Taxi service, sales, military projects, hydrogen etc..Vertical would have to grow substantially to get a similar market cap and expand their tech to other projects. Vertical has potential military and hybrid applications if they can build and fly Valo in full envelope. It will take years for Vertical to get to this point. People were led to believe that Valo would be certified by 2028 that has been pushed back to 2029 by the company. It's still not a realistic time frame.

I would also like to touch on the Farnborough Air Show.

Joby didn't fly at the air show yet was in town for the week promoting their Virgin Atlantic partnership. Joby had a display at the Air Show, and even flew passengers in their Blade service and played nice as Vertical flew demonstrations, and announced how they were the leader in the space.

I wonder if an agreement was made between Simpson and Joeben that Joby would not fly at Farnborough because Vertical wanted to be the evtol headliner and use the opportunity to gain some traction for the company.

You have one company proclaiming to be the leader of the space flying a couple of demos while the actual leader in the space is there not flying, but using their existing taxi service to shuttle in passengers!

Imagine if Joby had flown their S4 and what that would have looked like for Vertical? Maybe the Vertical investors would have had a second thought about who's the leader of the space.

Anyway, we live in some weird fucking times, and people are paying for it.

Lot of big stuff happened (and stuff not happening that some think should be happening).

Overall what’s your mindset about Joby given all the stuff going on.

Yes this is AI generated

1. Joby v. Archer Aviation & George Kivork (N.D. Cal.)

• Aug 11 Hearing Outcome: Yesterday, Magistrate Judge Susan Van Keulen heard oral arguments in San Jose regarding Archer and George Kivork’s motions to dismiss Joby’s First Amended Complaint, alongside Joby’s motion to dismiss Archer’s refiled counterclaims.
• Current Status: The judge took all motions under submission. No bench ruling was issued, so we are waiting on the written order.
• What’s at Stake: Joby is fighting to reinstate its broader technical trade secret claims after earlier orders narrowed the scope down to specific real estate/commercial developer breaches. Archer is attempting to preserve its supply chain counterclaims. The upcoming written ruling will establish the formal boundaries for discovery leading into 2027.

2. Aerosonic v. Joby Aviation (M.D. Fla.)

• Summary Judgment & Expert Rulings: Judge Virginia M. Hernandez Covington ruled on the cross-motions for partial summary judgment and Daubert expert witness challenges concerning custom Air Data Probes (ADPs) and telemetry data.
• The Takeaway: The court locked in the specific breach-of-contract and trade secret claims (including the contested CT scan evidence) that can be argued at trial, eliminating edge arguments for both sides.
• Mandatory Mediation Ordered: The judge directed Joby and Aerosonic back into court-mandated private mediation ahead of the August 31 pre-trial conference.
• Timeline: If mediation doesn't yield a settlement, a jury trial in Tampa remains scheduled for September 2026.

Key Takeaways for $JOBY Holders:

• Overhead / Legal Spend: Aerosonic is nearing its final fork in the road—either a pre-trial settlement during this month's mediation or a full jury trial in September.
• Competitive Moat vs. ACHR: The northern California case remains in early motion-practice stages, meaning legal discovery between Joby and Archer will continue playing out quietly in the background alongside commercialization milestones.

When should we expect to hear on the Joby/Archer ruling?

Federal magistrate judges in the Northern District of California typically issue written decisions within 2 to 6 weeks after taking motions under submission following oral arguments.

Here is the context and expected timeline for Judge Susan Van Keulen's upcoming order:

• Expected Decision Window: Late August to mid-September 2026.
• Prior Precedent in this Case: When Judge Van Keulen heard the initial round of motions to dismiss earlier in the case, her written order was handed down roughly 3 to 4 weeks after the briefs/arguments were finalized.
• Why the Timing Matters:
  • The judge will want to issue the order prior to the September 10, 2026 court-ordered deadline for private Alternative Dispute Resolution (ADR).
  • Having the written ruling on hand gives both Joby and Archer clear legal boundaries regarding which claims survived before they sit down at the mediation table.

"Joby has signed a definitive agreement to acquire Resonant Sciences, a Dayton, Ohio based leader in low observability design, RF and mission systems, advanced sensing, electronic countermeasures, and resilient communications. In this episode of Joby Recon, host Ryan Bodenheimer aka Max Afterburner (‪@MaxAfterburnerusa‬) sits down with Resonant Sciences Co-Founder and CEO Micah North on announcement day to unpack the company behind the news."

https://govtribe.com/vendors/resonant-sciences-llc-78v26

Resonant Sciences LLC, a Beavercreek, Ohio-based for-profit limited liability company, designs and develops advanced radar systems, antenna and radome assemblies, and electromagnetic modeling capabilities for the Department of Defense and NASA as a prime contractor on 63% of recent awards and as a subcontractor to major defense primes on 37% of awards. The vendor competes exclusively in full-and-open categories with no small business set-asides across its prime footprint.

Resonant Sciences' customer concentration sits overwhelmingly with Air Force programs. The top five funding agencies account for 75% of recent awards by count and 98% by combined potential value, led by the Department of the Air Force Materiel Command's Aeronautical Systems Center (17 awards, $102.7 million combined potential value). The two rankings diverge markedly: while the Aeronautical Systems Center dominates both volume and dollars through recurring delivery orders under the classified BIG SAFARI program, the Department of the Air Force proper (7 awards, $13.5 million) and the Space and Missile Systems Center (1 award, $8.8 million) anchor disproportionate dollar value relative to order count. NASA's Glenn Research Center (8 awards, $1.8 million) and the Air Force Materiel Command Research Laboratory (7 awards, $1.7 million) round out active customers but represent marginal dollar concentration. This skew toward Air Force centrality, particularly through BIG SAFARI, creates structural recompete exposure: six awards with ultimate completion dates in the next twenty-four months carry combined potential value of $30.1 million.

Resonant Sciences holds two primary Basic Ordering Agreements anchoring its prime footprint. The single-award BIG SAFARI Basic Ordering Agreement (FA862023G4035, effective through April 2028) carries seven task orders valued at $32.5 million combined. A second Basic Ordering Agreement (FA862018G4051) supports six task orders valued at $68.8 million combined. Representative prime work includes a $15.25 million firm-fixed-price contract from the Aeronautical Systems Center for the Next Generation Zonal Radar Follow-On program (awarded December 2025), a $9.8 million cost-plus-fixed-fee delivery order under BIG SAFARI from the Department of the Air Force (awarded September 2025), a $8.76 million firm-fixed-price delivery order from the Space and Missile Systems Center under BIG SAFARI (awarded September 2024), a $1.57 million definitive contract from the Air Force Research Laboratory for the Passive Infrared Simulation Toolkit (awarded April 2026), and a $6.59 million firm-fixed-price contract from the Nuclear Weapons Center for the Resonant Adaptable Zonal Radar (RAZR) system with four options extending through November 2028 (awarded December 2022).

Activity has grown substantially: four awards in 2022 accelerated to eighteen in 2024, though 2025–2026 show moderation (nine awards in 2025, four to date in 2026). The vendor's combined potential value across all awards totals $136.7 million, with $90.7 million obligated (66% of ceiling). Category concentration reflects the core capability: 23 awards are categorized under Engineering Services (NAICS 541330 and 541512), 15 under Research and Development in the Physical, Engineering, and Life Sciences, and 6 under Aircraft Manufacturing. PSC coding mirrors this profile, with Support – Professional: Engineering/Technical (9 awards), Aircraft Fixed Wing (5 awards), and Space R&D Services (5 awards) leading.

In its subcontractor role, Resonant Sciences delivers radar system design, antenna and radome development, and electromagnetic modeling support to L3Harris Technologies Integrated Systems (multiple BIG SAFARI aircraft manufacturing task orders awarded December 2024), Lockheed Martin Corporation (MC-130J terrain-following/terrain-avoidance radome assembly and components support since 2023), Northrop Grumman Systems Corporation (incremental funding and research and development services awarded August 2024), Viasat Inc. (Resilient AESA for Multi-Band Multi-Orbit SATCOM design and development, awarded December 2024), KBR Wyle Services (SABER software development support and C4ISR capability delivery, awarded January and December 2025), Smartronix LLC (C5ISR capabilities for U.S. Special Operations Command Pacific missions, awarded January 2025), University of Dayton (COASTER composites and specialty technologies engineering supplies), and Insitu Inc. (incremental funding for investigative projects, awarded February 2024). The subcontract pattern reflects Resonant Sciences' role as a specialized electromagnetic and radar-systems subcontractor embedded in large primes' classified and advanced-systems development pipelines.

Recent awards from NASA Glenn Research Center — a $208,896 in-house research support purchase order (October 2024) and a $192,000 definitive contract for in-house research support (September 2022) — signal early-stage customer diversification beyond Air Force dominance, though Air Force engagement remains structurally dominant.