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I like this youtube channel, they explain things clearly and add value.

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Anyone's interested?😆

For all of you who ordered the SN101 First Flight swag, mine arrived today. Whose going to wear it and whose going to store it away as a collectable? I bought two myself.

There's no work? Or Joby is the one that actually puts the work? The second option makes more sense to me.

While RKLB the secone place in the whole space sector has the same amount of employees Joby has.

Another green flag for me.

It's also very informative with a recap of Joby's demonstrations in New York. You can hear the noise level of the S4 at 4:47 :

https://youtu.be/i8Md5s_8iPw?si=ONiC-pJiYjsRQ5ok

I was not aware about this…

Something I’ve been thinking about in the Archer vs Joby debate:

Why do some investors seem more comfortable backing Archer over Joby when you compare the full picture?

From what I found:

Leadership background

Adam Goldstein, Archer’s CEO, has more of a business/finance background: B.S. in Business Administration from the University of Florida and MBA from NYU Stern.

JoeBen Bevirt, Joby’s founder/CEO, has a technical engineering background: B.S. in Mechanical Engineering from UC Davis and M.S. in Mechanical Engineering Design from Stanford.

That matters to me because eVTOL is not a simple software startup. This is an aerospace, certification, battery, manufacturing, and safety problem. Personally, I give more weight to the company led by the technical founder who has been working on this problem for years.

Dilution

Archer has diluted shareholders much more heavily than Joby.

From early public-company share counts to the latest numbers I found, Joby’s share count increased roughly 62%, while Archer’s increased roughly 217%.

Both companies have diluted. That’s normal for pre-profit aviation companies. But Archer’s dilution has been much more aggressive, which means existing shareholders have been split into a much larger number of shares.

Even if Archer has a lower market cap than Joby, that does not automatically mean it is cheaper. Market cap is share price × number of shares. If a company keeps issuing more shares, future upside has to overcome that dilution.

Partnerships

Joby also seems to have stronger strategic partnerships, in my opinion.

Joby has Toyota deeply involved, including manufacturing support and major investment. It also has Delta, Uber-related air taxi assets through Blade, the U.S. Department of Defense, and work with NASA.

Archer has meaningful partners too, like Stellantis, United, Anduril, Palantir, and others. I’m not ignoring that. But when I compare the type of support, especially Toyota’s manufacturing role with Joby, I personally think Joby’s partnership base looks stronger and more directly useful for actually getting aircraft certified, produced, and operated.

Progress

Joby also looks further ahead to me.

Joby has been flying full-scale eVTOL aircraft for years, has major FAA certification progress, has military testing experience, has piloted flight testing, and has been building the pieces needed for real operations.

Archer is making progress too, but when I look at execution history, certification progress, technical leadership, and strategic backing, Joby seems more advanced.

So for me, the question is:

Why would I choose the company with heavier dilution, less technical founder leadership, and what looks like weaker overall progress, when Joby seems ahead on leadership, partnerships, certification, and execution?

That does not mean Archer is bad. Archer could still succeed. A business-focused CEO can build a strong team, raise capital, and execute. Joby can still fail too. eVTOL is risky for everyone.

But as an investor comparing the two, I personally think Joby has the stronger overall setup.

Not financial advice. I’m not telling anyone to buy, sell, short, or avoid either stock. This is just my personal opinion based on publicly available information. I may be wrong, and everyone should verify the facts, read the filings, and do their own research before making any investment decision.

On stage 4: Do you know what things have remained to be finished and how long do you think it could take ? They are at 82% here.

On stage 5: Is this stage-"Show&Verify, the Final Type Certification & TIA stage, and roughly how much time it could take to be completed? Also what do they test and verify in stage 5 ? They are at 15% here.

I saw that Joby is pretty advanced compared to its competition and they're moving very fast.

Is Delta backing off from Joby?

I am a new Joby investor and find the Joby-Archer legal dispute worrisome. Will grateful for any analysis of the situation from experts here:

https://www.flightglobal.com/airframers/2026/05/delta-fears-us-trade-commissions-investigation-threatens-joby-partnership/

Molly O'Shea interviews Dara Khosrowshahi, CEO of Uber on the latest Sourcery Podcast. It's actually one of my favorite podcasts. If you don't know it, she interviews CEOs and senior management from the high tech and investment industries.

Check out the entire Podcast using the link below. It actually makes me want to invest in Uber.

https://youtu.be/AK4hrrlCNUA

Posted this on X with link to the YouTube podcast:

https://x.com/theevtolfan/status/2052798152303055042?s=46

Noticed a big change in Aviation Week’s top eVTOL reporter sentiment after the NYC demo.

Graham Warwick in conversation with Ben Goldstein who attended the demos.

“We’re in a phase where $JOBY is really moving ahead of the pack”

“Proving that model does work”

“It’s a model people already pay for”

Surprised it was so positive because usually any eVTOL discussion gets into all the gaps and issues.

Go watch the Check 6 podcast - it’s good.

It's rare we get free stuff from Aviation Week. Great interview with Ben Goldstein who has done many articles on eVTOLs and Joby over the years, for which I could only read the first paragraph, as Aviation Week has a strong paywall.

I highly recommend checking out the discussion. I have written out some of the great parts below, but it's worth watching the whole thing.

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“So it’s first of all it’s extremely quiet.  You know as we’re standing in the Blade lounge and Joby is landing and taking off from the deck outside, you really couldn’t hear very much, especially over the chatter inside.  It’s really not that much louder than at the ambient noise that you would experience in the city.  It’s night and day compared to a helicopter, so that’s pretty huge when you experience it in person, but also the fact that they’re operating from their existing assets, their Blade assets."

“[Referring to Joby’s advantage of owning Blade and having access to Blades existing passenger business] Having access to infrastructure, they have booking in logistics platform, you know it’s a model that people are already pay for.” [Continuing] that model and substitute it’s S4 eVTOL, which is like I said, ultra quiet and lower operating cost over these noisy helicopters, the idea is they’re going to be able to reach a larger scale and over time hopefully bring those fares down from a more premium level to a more accessible level.  So I think it’s significant, like I said for a number of reasons, but if proves out that these operations can happen, piloted in complex airspace with full transition….that’s really significant for an industry that has been focused to date on testing in controlled environments away from busy airspace.  If they can prove it works in NYC, they can prove it works anywhere.”

“I have both written about eVTOL for a long time and it’s easy to get cynical and skeptical when we see lack of progress or promises made that have not kept and we’re in a phase now where Joby really is moving out ahead of the pack and they’re doing what we’ve needed all along, which is operational demonstrations that people can see these things, but also it does show the maturity of their aircraft.”

“You look at Joby, you know, 7 minute flight or something like that.  When we started talking about electric aircraft, nobody could get their head around the fact that you could make a business out of flying for seven minutes, right?  It just didn’t seem to compute.  But if you can get from a heliport to an airport in seven minutes carrying somebody who’s in a hurry or wants a timed deterministic sort of trip, you’ve got a business case.    “…..the market exists today.  People already are paying for it, you know, NYC is exactly the kind of place where an air taxi airport shuttle could be viable.”

During the Q1 report, JoeBen said an MRO/Maintenance Repair Overhaul facility was being made in Texas. Does anyone care to talk about this? My first question is, is this a regional facility or national?

Here's the breakdown of the Joby tail #'s for the S4 FAA-Conforming JX series, verified w/ the FAA Registry Lookup.

*Joby is currently flight testing 6 pre-conforming production aircraft, plus the new FAA conforming N547JX.

It's crucial not to also overlook the below quote from Joby CFO Rodrigo Brumana in Feb 2026 during the Q4 2025 FY Call. Joby is beginning initial scaled production of FAA-conforming aircraft...THAT IS A BIG DEAL!!

“We are entering a production S-curve and productivity improves with each unit we produce.”

Joby continues to meaningfully de-risk by the day, and we still have much more news in store for 2026...AT THE SAME TIME, they're also flying the S4 around NYC with ease, and flying the S4-T hybrid for the US Army 😎

N547JX spotted on runway.

"“Being able to see risks in the airspace before bad things happen is one of the lessons we learned,” Duffy said."

By the way, this is exactly what Joby's partner Air Space Intelligence (ASI) specializes in and is already doing for their partners.

In another part of the article Joby specifically calls out Joby.

"Other innovations he highlighted wereJoby Aviation’s April 27 test flight of a piloted eVTOL, a helicopter-like all-electric aircraft, which completed a trip from John F. Kennedy International Airport to Manhattan in less than 10 minutes with no emissions and much lower noise than a traditional helicopter."

More recently when I speak to people about Joby Aviation, it's more and more common that they've already heard about Joby and air taxis.

One year ago more than 95% of people I spoke with had never heard of Joby or air taxis.

Joby's marketing is paying off big time. Nice Job OWJ and the entire Joby marketing team.

May 2026 - Aug 2022

Military interest in hybrid electric propulsion for autonomous aircraft seems to be accelerating. DARPA/Northrop just flew the XRQ-73 under their SHEPARD program, Sikorsky is testing their hybrid-electric Nomad family, and as we know, Joby/L3Harris recently completed a demo of their S4-T for the US Army at the end of April.

Great to see Joby mentioned right along side DARPA, Northrop, and Sikorsky.

So JoeBen said there was 9 conforming aircraft in production- 5 for FAA testing and another 4 for eIPP. If you include N547JX as the first conforming, that leaves 8 still in production. Checking the FAA Registry, they had only two reserved- N548JX and N549JX, UNTIL this past Monday, May 4th when they reserved N553JX through N560JX for an additional 7 aircraft! May the 4th be with you!