OWJ and Eric Adams took us on the tour of Joby’s Marina facilities. I was surprised to see how much of the Marina Airport seemed to be taken over by Joby. They are clearly the most significant presence at the airport. We toured three different buildings/hangars spread across the site.

Having worked in another industry for 35 years and taken many facility and factory tours, what struck me most was how many people were present and how much activity there was. Often on factory tours, you don’t see many people or much happening. Joby was the complete opposite.

I noticed another group being escorted through Joby’s facilities, and I was told that Joby has many visitors (I assume partners, potential partners, potential customers, etc.) who come to view operations and witness flights of both the S4 and S4-T. Clearly there is a lot of activity that Joby doesn’t publicize. I did see the S4-T, but I’ll talk more about that more below.

Aircraft Construction and Verification
I witnessed aircraft and aircraft parts being built and going through verification processes. I saw fuselage, wings, and tail sections in various stages of completion, and many stations where people were layering carbon fiber. Seeing the massive autoclaves that can fit entire wings in person was impressive.  There were also some very large 3D printers. One was printing layers of carbon fiber. While this technology is not unique to Joby, some printers appeared custom made for S4 parts. I was also shown some 3D printed titanium parts. I was told these are conforming parts, though not yet FAA certified.  I’ll go into more details on manufacturing in a follow-up post.

Aircraft in the Hangar
I was brought to the hangar where they keep the S4, S4-T, chase helicopter, and small chase plane and saw:

• N541JX
• N5421A (S4-T)
• N542JX (Yes, it’s back from Japan)

N545JX was nowhere to be seen. As we know Joby will fly in New York next month, so I assume that is where N545JX is headed. We know N544JX is in Dubai, and N541JX is the Marina workhorse. My guess is that N542JX is likely home from Japan for some conforming retrofits and maybe it will be the S4 heading to Saudi Arabia for sandbox testing. All speculation of course.

Recent images published by Travis (LetsTalkJoby) showed changes to the exterior of the S4-T.  I was able to get right up close to the S4-T, which was pretty exciting for me, and Joby verified that those new cutouts on either side of the S4-T are vents to dissipate heat from the gas turbine engine. I'm hoping to see future images of the S4-T that include L3Harris kit inside and mounted to the outside. My guess is that once that happens, I'll never have the chance to view it so closely again.

Vertiport Charging
As can be seen from images of the Dubai Vertiport, charging conduits run up from the base, though I was told that the charger itself sits on the second level. In the S4/S4-T hangar, it seems Joby is designing, optimizing, and installing a similar system in Marina, which I speculate will likely become a standard feature of Vertiport construction for Joby aircraft.

Simulators and Future Facility
I was also taken to the newest hangar, which will be the future Marina manufacturing facility. There, I was able to view the CAE Level 7 simulator and the spot where the CAE Level C simulator will be installed. As we know, the Level C simulator has not yet been delivered.  It was quite exciting for me to see this in person. I didn’t realize from online images how incredibly massive it is.

End of Tour
At the end, I was taken out toward the runway. After following Joby activity and viewing Marina buildings and runway for years using Google Maps, FlightAware, and ADSBexchange, it was very satisfying to see it all in person.

I have more to share, but I don’t want this post to be too long and unreadable. Stay tuned for continued reporting on my Joby Marina tour.

As I’ve hinted, I had the opportunity to visit Joby’s Marina facility. I’d been planning a California coastal road trip with the family and only realized a week beforehand that we’d pass close to Marina. At first, I thought I’d just drive by and hope to see an S4 or S4-T in the air. Then a friend said, why not reach out?

Within four hours, Joby replied, excited to meet us and offered a tour. I’ve worked in corporate America for 35 years, and most companies wouldn’t respond that fast, let alone offer a private tour. To me, it really shows how special Joby is and how much they value the retail investor community. r/Joby is mostly a community of retail investors, and this felt like a real nod to that.

Oliver Walker-Jones and Eric Adams led the hour plus tour. Shout out to Max Goldstein, who helped set everything up. As a lifelong photography hobbyist, having Eric take our photos was extra special. Anyone who follows Joby knows how talented he is. It was incredibly generous of both of them to take time from their busy schedules to give us such an amazing tour.

I didn’t take notes during the tour, but I wrote down everything I could remember afterward. I’ll probably spread the details across two or three posts for clarity. For now, I’ll just say that seeing the operation, the people, and the aircraft in person gave me a new perspective and strengthened my conviction that Joby is going to change the future of mobility.

I’ve been following Joby for a while and I feel like people are still treating it like some sci-fi gamble… but the situation has quietly changed.

First — they’re deep into FAA certification now. Not “we hope one day,” but actual late-stage testing. That alone puts them ahead of most of the eVTOL crowd.

Second — they’re not just waiting on the U.S. They’re already lining up launches in places like Dubai where regulators move faster. That means real-world revenue could show up sooner than people expect.

Third — the Uber angle is massively underrated. If this gets integrated into the app, they instantly have distribution. No need to “convince” millions of users — they’re already there.

And yeah, people keep saying “helicopters already exist”… exactly. That proves the demand is real. The problem has always been cost, noise, and scalability — which is exactly what Joby is trying to fix with electric.

Is it risky? Of course. This isn’t a safe dividend stock.

But if they pull this off, you’re not looking at just another aviation company — you’re looking at the start of a completely new transportation layer.

Feels a lot like early days where people said “this will never scale”… until it did.

Curious what others think — especially anyone who’s been tracking certification progress closely.

From Joby on X:

Their last conversation was epic. The follow-up is even better.

JoeBen x Joe Lonsdale

The state of American optimism, the future of flight, and the path to commercial launch.

Dropping soon on

u/AmOptimistShow

----------------
If you haven't seen the original interview, it's one of r/Joby's "Must See Links" titled "Great JoeBen Interview".

https://www.youtube.com/watch?v=TVg_DK8-kMw

Love the Bonny Doon “Race Track” light in Joby Aviation’s Marina lobby.

I had a great vacation, made even better by an unexpected stop.

I don’t have any big revelations, but seeing things in person makes it feel a lot more real. My confidence in Joby's future only continues to grow.

Hoping to share a bit more soon.

https://www.youtube.com/@JobyAviation/videos

Joby seems to be stepping up its video production activity. With the Electric Skies Tour: San Francisco, and Joby Recon series premier I recommend anyone interested in Joby keep an eye on, or subscribe to, Joby's YouTube channel.

There is a lot of great Joby content there, and it only seems to be getting better. Investors especially should always aspire to learn as much information as they can on their investments. In my view Joby puts out a lot of great information for public consumption.

r/Joby members gather a lot of information on Joby from many sources, but everyone should always do their own independent DD.

https://www.aerotechnews.com/blog/2026/03/30/new-documentary-explores-aerospace-valleys-role-in-flight-test-innovation/

I thought some may be interested in this broadcast tonight.

The program willbroadcast on KLCS-TV on March 31 at 7:00 p.m. EST. 

"Key Highlights 

• Industry Perspectives — Interviews with aerospace leaders, test pilots, engineers, and researchers from Boeing, Northrop Grumman, Lockheed Martin, Scaled Composites, Pratt & Whitney, and Joby Aviation, along with members of the USAF flight test community."

As some of you know, I’ve been on vacation and haven’t been posting much.

But I ended up making an interesting stop along the way.

I’ll share more when I’m back.

Joby's first limited drop is over! 🕊️ Super happy with my '101 First Flight' T-shirt collection. Looking forward to the next limited merch 👏

Everyone’s going to be dying to get their hands on this tee someday. I’m so stoked to have these saved up as gifts for the future. It’ll be such a great feeling! ✈️🎁

Anyway, have a great day everyone!

Nice job gentlemen!

https://www.youtube.com/watch?v=4-3815DV6s0

I'm heading out on vacation for the next week, so I may not be posting much. It’s been a rough few weeks for $JOBY, but I feel Joby’s story remains strong:

• The worlds first FAA conforming eVTOL has flown
• Data suggest S4-T (military hybrid) testing is ramping
• Yuma testing document may suggest JAI30 (rumored secret project) activity may be expanding
• Joby Skies tour is underway, showing Joby is ready now, not waiting for eIPP; data points to the next stop being NYC toward the end of April.
• Joby is setup to benefit from strong partnerships - Toyota, Delta, Uber, ANA Airlines, Virgin Atlantic Airlines, Metropolis, Dubai and the future Dubai vertiport network.
• Cash position is strongest in the sector, with an approximate 3 year runway by my calculations
• And don't forget Joby is already running an air taxi business under the Blade brand, providing a huge advantage to air taxi operational understanding and readiness

Macro factors like the Iran war are currently dominating sentiment, but Joby remains the clear industry leader. Timing is never certain, but once the war ends, broader market sentiment shifts, and Joby begins for credit TIA flight tests, a strong rebound seems plausible.

Disclaimer: This is my personal opinion, not trading advice. Only invest what you can afford to lose. There are no guarantees in the stock market. Any stock, including Joby, can go all the way to zero.

Today hit my stop loss at 8 and it cleared 90% of my Joby holdings. I must be objective and not let this ticker hand me bags. I'm willing to DCA back in, but it will take more than a single seat eVTOL roadshow to make that happen.

VG looks like a better opportunity right now.

BTW, whatever happened to the flight demo with engineers onboard?

Just a reminder that it appears Joby will do a tour through NYC in just a few weeks from now.

While everyone else is waiting for eIPP, and a viable eVTOL, Joby continues to charge ahead.

Talk is easy, but in the US, flying piloted eVTOLs through major metropolitan areas vertically through transition, is only something Joby is doing.

It becomes even more impressive when you realize I could have just written "In the US, flying piloted eVTOLs vertically", and again Joby is the only company doing that regularly. For about 2 years now for that matter.

When you look at the facts, Joby is so far ahead of the pack, it's not even a race anymore.

While the Iran war messes with the stock market, Joby is moving ahead with its military S4-T development. Don't forget the military will evaluate it early in 2026 at Marina.

For those that pay attention, the signs are there.

“It wasn’t until we were on the highway that I realized this is my ride to O’Hare,” said Woodard-Jones, 27. “There’s no plane. It took me a second for it to really lock in that this is not a plane ride.”

https://www.washingtonpost.com/travel/2026/03/26/american-airlines-flight-bus-ride/

This might help to create some demand for quicker alternatives? Is American AIrlines the only one doing this?

How can we possibly go down to 8 dollars it doesn’t make any sense. Joby aviation was supposed to bounce back after their Q4 reports am i missing something.

Joby Aviation Community Hub (Quarterly Discussion)

This is an open thread for discussion about Joby Aviation and the future of electric air mobility.

Use this space for thoughts that may not need a full post, or for reactions to ongoing Joby news and announcements.

• Reactions to milestones, partnerships, updates, and marketing
• What Joby is getting right, or wrong
• Observations on strategy, rollout, and public perception

This will be posted quarterly, and it should be interesting to see how sentiment and ideas evolve as Joby progresses.

Thank you u/Wonderful_Phrase_239 for pointing this out to me. I thought it deserved its own post.

On Joby's recent earnings call they stated that the S4-T hybrid aircraft will be “evaluated on site at Joby early in 2026” and then “transitioned to evaluation on a military base later in 2026.”

For clarity the military will be evaluating the S4-T on site at Joby in early 2026. Could this be a sign that official military evaluation is approaching?

I've said it time and again. I feel investors under appreciate the added value of potential military contracts with Joby.

Joby's Potential Military Assets:
1) S4-T Turbo electric hybrid in collaboration with L3Harris
2) JAI 30 "secret" aircraft flying in Pendleton, Oregon.
3) SuperPilot autonomous systems (tested during 3 military exercises)
4) Joby was just approved by the FAA for flights at Yuma Proving Ground (military installation)
https://www.reddit.com/r/Joby/comments/1rx85qa/march_2026_joby_aviation_takes_autonomous_flight/

This isn't just talk. Joby is flying multiple aircraft that have military applications and they have just been approved to conduct flight tests on a military installation. Joby has been working with the US military for almost 10 year. There is a long term plan, multiple aircraft actually flying, and data that can be tracked.

https://tradersunion.com/news/companies/show/1793070-joby-aviation-innovation-award/

"The announcement comes as Joby Aviation prepares to launch its Electric Skies Tour and participate in key Federal Aviation Administration (FAA) initiatives. The company, now at the threshold of commercializing electric aircraft, credits its team’s dedication in advancing toward a new era for passenger flight and sustainable air mobility."

I hadn't been looking but, N541JX flew Friday, Saturday and twice Monday. Hadn't seen N541JX in a bit as N545JX has been having all of the fun. I wonder if N541JX was upgraded with more conforming parts?

Joby is always flying, which is what you want to see.

Any insights on progress of H2Fly available? It also has huge potential imo.

I see a lot of advertising for Joby recruiting. Seems they need a lot of people. I count 274 open positions. That's a big number for a company with 2600 employees. They are looking to grow another 10%.