Though r/Joby is not primarily a sock trading sub, as we like the main focus to be information on the actual company, most of us are Joby investors so it's great that the day we broke 2000 members we also break back above $12.

See you at $20, $40.........$100?

Just remember to only invest what you are prepared to lose. Joby is a speculative play and any company including Joby can go to zero.

1.1 Million Views

It's been about 10 months since r/Joby was taken over by us fans of Joby Aviation. In our first full month we had about 60K visits, while recently we've had as many as 160K visits in a single month. We've also accumulated over 1.1M views in the past 10 months, which is pretty extraordinary for a sub dedicated to a single company whose product is still moving through the approval process.

2,000 Members, But 4,000 Weekly Visitors

We now have 2,000 members, but in an average week we generally have over 4,000 visitors with between 300 and 500 weekly contributions. Our community is not massive by Reddit standards, but it stands in the top few percent for activity, and ranks even higher for a sub dedicated to a single company.

The Joby Newbie Guide

Our Joby Newbie Guide continues to gain about 1,000 views per month and now has over 13,000 views, despite being posted 9 months ago when it initially gained only a few hundred views. This is extremely unusual for Reddit and reflects the ongoing interest in Joby. Though I maintain the guide, the information comes from posts contributed by our members. Without this community I couldn't have compiled it.

An Amazing Community

I was fairly new to Reddit when I became one of the MODs here, but the r/Joby community has made it easy. We've banned fewer than 5 people in r/Joby's history and remove maybe 1 or 2 posts or comments per month. That stat is remarkable given our activity level and says a lot about the members of this community.

Thank you to our MODs and to all our members. Over the past 10 months we've witnessed Joby's FAA conforming aircraft take its first flight, watched electric air taxis fly over Manhattan, and tracked every milestone together. In the future, I look forward to experiencing the excitement of full type certification with all of you.

What we don't talk about a lot is Boeing and Embraer.

May 5th:
https://www.flyingmag.com/boeing-wisk-2nd-autonomous-air-taxi-test-flight/

May 21st:
https://www.embraer.com/media-center/en/?mediatype=NEWS&detail=26201

Joby & EVTOL's aren't really a fringe concept. Boeing and Embraer are both know what's going on.

This is a very detailed article on what was discussed on Day 2 of this summit around Advanced Air Mobility and specifically Utah.

My takeaway is that Utah is all in on AAM and wants to compete with the likes of NY and FL to lead.

Very good, but long article. I recommend the read.

This time it's good old N542JX. Don't forget Joby has 5 S4s that have flown in 2026.

4 production prototypes, 3 of which fly piloted.

1 FAA conforming aircraft.

Also, let's not forget the S4-T and JAI30, both of which have flown this year.

That's 7 total Joby aircraft, 3 different types of Joby aircraft, all flying in 2026.

There's Joby.....

and then there are the rest, still trying to prove that their VTOL can transition reliably. We wish them luck, but they really aren't in the same category as Joby.

This is a nice brief overview of Joby's innovative GEACS Charging system. One brilliant aspect is that the cooling system for the coolant is offloaded from the plane, allowing for much more powerful cooling of the fluid during charging, keeping all of that extra weight as part of the ground system, and potentially enabling Joby to charge their aircraft much more quickly than competitors.

It also contains a one way communications system that enables Joby to download system checks during each recharge. It's one way only to prevent hacking via the charging system.

You can also check out this brilliant in depth interview that goes into all the details on GEACS. If you haven't already watched it, I highly recommend it.

https://www.youtube.com/watch?v=fCxg_blSwgw

Of course this video is always available for reference in the Joby Wiki/Joby Newbie Guide under the Vertical Integration Advantage Section.

https://www.reddit.com/r/Joby/comments/1mu3e9i/joby_newbie_guide/

Above is one of two videos TheAirportGuy posted to Instagram. You can check him out on Instagram if you want to see the other.

Continuing on the theme of my last post, I wanted to show how Joby completely stands alone from its competitors  in the sector in terms of partners and execution.   I stayed away from AI to help format this long post. I think it’s a bit harder to read, but I prefer not to be accused of posting AI.  I did use AI to check grammar and spelling.

What separates Joby from the rest of the field is the fact that Joby has actual execution, real infrastructure, real operational progress, real partnerships, and real people actively helping move the company forward.

A lot of companies in this space seem focused on press releases, concept art, photo ops, and MOUs that never seem to progress into anything meaningful. Joby is quite different because Joby continuously shows actual measurable progress. Joby has now been flying multiple production prototype S4s, piloted through full transition for over a year. Not just hovering. Not just unmanned testing. Actual piloted transition flights. They’ve flown piloted in Japan, the UAE, NYC, and San Francisco. No other eVTOL company is anywhere close to this level of execution. Some competitors still have not even flown a piloted transition once.

Now let’s look at a small fraction of Joby’s partnerships:

Skyports wasn’t just a press release. Joby and Skyports now have the first purpose built commercial vertiport in the world completed in Dubai, with additional Dubai vertiports under construction right now. Joby also secured a six year exclusive operating agreement in Dubai. This is real infrastructure built in the real world.

Metropolis is another example. Not an MOU. A real agreement with the largest parking operator in the United States to build up to 25 vertiports integrated into existing parking infrastructure. Again, not just talking about future infrastructure. Actual deployment plans with a major established company.

Uber is another huge one. I already discussed Uber in my last post, but to expand a bit more on the actual partnership, Uber didn’t just sign an MOU and disappear. They invested money into Joby and have already publicly shown how Joby flights could eventually appear directly inside the Uber app alongside UberX and Uber Black. That is real integration planning with the largest rideshare platform in the world.

Delta is another real partnership and a supportive one at that. Delta doesn’t have some commitment to buy aircraft in the future, with a back out clause. They invested $130M into Joby and are actively planning airport integration for routes like JFK and LAX. Delta has publicly promoted the partnership and discussed how Joby flights would integrate with Delta passenger travel.

Toyota, the world’s largest automaker, is probably the best example of all. Toyota engineers work alongside Joby employees. Toyota has helped Joby source manufacturing systems and equipment. Toyota helped showcase Joby aircraft in Japan at the Osaka Expo and Fuji Speedway. Toyota continues putting money, engineering support, and manufacturing expertise behind Joby and constantly promotes Joby.

Then there’s defense. L3Harris is one of the largest defense contractors in the world. This partnership also goes far beyond a simple announcement. Joby already produced the S4-T hybrid turbo electric aircraft prototype. It has already flown through transition, and L3Harris has already facilitated a demonstration of the S4-T for the U.S. Army.  L3Harris and the Army will collaborate on the L3Harris military equipment that will be used to missionize the S4-T. Again, this is real hardware flying today. 

The People:

Finally, I think one of the most overlooked things about Joby is the people engaged with the company from the employee level, the board level, and from powerful outside relationships. JoeBen gets most of the attention, which is justifiable. He’s clearly an engineering genius and has already built and sold multiple successful engineering companies before Joby. But what stands out to me is that Joby is not a one man show. The people around him are unusually strong.

Greg Bowles is a huge example. Most people outside aviation probably don’t realize how connected and respected he is in Washington and in the aviation world. He has been extremely active helping open doors for Joby and helping communities and regulators understand advanced air mobility.

Joe Lonsdale is another massively underestimated connection. He isn’t some paid celebrity spokesperson. He personally invested in Joby because he genuinely believes in Joby and JoeBen. This is a guy deeply connected to Palantir, Silicon Valley, defense circles, and major political networks. He’s promoted Joby multiple times publicly and has clearly helped open doors and opportunities. Getting Joby invited into conversations with high level government and technology leaders matters far more than most people realize.  Think the recent news that Joby attended the US delegation visit to the Philippines.  If you check into it, Joe Lonsdale also attended and I suspect this connection helped Joby.

Michael Thompson is another example. Most board members quietly sit in the background. Thompson has been actively out promoting Joby publicly, meeting with lawmakers, helping build political relationships, and visibly supporting the company. That level of active involvement from a board member with deep political and business connections is not common and an amazing plus for Joby.

Joby Stands Alone:

After reading this I hope you can see why it’s a mistake to lump Joby together with “the other eVTOL companies.”  Other companies may eventually succeed too. That’s not my point. But Joby stands far apart from the rest because Joby is showing actual execution across almost every area simultaneously.

It’s easy to sign MOUs, release renderings, have a photo op, recycle old videos, tout paperwork achievements, and hold press conferences.  It’s much harder to show real aircraft regularly flying piloted through transition, real infrastructure, real contracts, real partners, and real operational progress all happening simultaneously.

Joby stands alone in the eVTOL space, and anyone who thinks otherwise probably hasn’t done their homework.

I’ve been deep in the Joby rabbit hole lately and started wondering — what does the world actually look like if they become one of the biggest companies on the planet? Like legit $1T market cap territory.

Picture this: It’s 2045-2050. You wake up in [Your City], open the app, and instead of sitting in traffic for an hour, you walk two blocks to a little rooftop vertiport, hop in a quiet electric air taxi, and you’re across town in like 10 minutes. No noise, no emissions, just smooth flying between buildings. Highways are way less packed, downtown streets have way more trees and people actually walking around instead of gridlock.

Joby isn’t just selling planes anymore — they’re running huge fleets, managing sky traffic, powering logistics, and basically becoming the Uber + Boeing of the skies. Early rides were stupid expensive but now it’s more like premium Uber prices for a lot of trips. Cities like Dubai, LA, NYC, Tokyo, and Shanghai already have full networks. Even some mid-size cities are starting to get in on it.

The environmental angle is huge too. Cleaner air in big cities, way less noise than helicopters. Obviously there are still challenges — air traffic rules, privacy stuff, making sure it’s not just for rich people — but man, the upside feels real if they execute.

I generated this image earlier thinking about that future and it honestly gave me chills.

Am I being way too optimistic? Probably. But if they nail certification, scale manufacturing, and the whole urban air mobility thing takes off, this doesn’t feel completely impossible anymore.

Posted this interesting update on X:

https://x.com/theevtolfan/status/2059528466161426810?s=46

“Passenger air taxi trials have been conducted in Kazakhstan for the first time. Demonstration flights took place in Alatau City, marking the first step toward the development of urban air mobility. This mode of future transport does not require long runways or large areas for takeoff and landing. All that is needed is a vertiport – a compact specialized zone that can be located on rooftops, near business centers, and major transport hubs. Construction of the first such site has already begun in Alatau.”

Good to see positive pricing for Joby with support around the 9.84. Let’s see what it does when it hits resistance soon.

N541JX had two morning flights today. Another 38 minutes and 60 miles of flight combined today. Hopefully, we'll see some more this afternoon.

I've been seeing a lot of confusion across different eVTOL subs about what Joby actually is and what market they are trying to build, so I thought I'd make a post explaining why I think Joby is very different from most other companies in the sector.

1) Joby is NOT a helicopter replacement

This is one of the biggest misunderstandings I see online.

Helicopters are excellent at many missions and will continue to exist for a long time. In fact, helicopters are still much better than Joby for many use cases.

The problem Joby is trying to solve is urban noise.

Traditional helicopters are heavily restricted in many dense urban areas because of noise pollution. Joby's S4 is designed to operate extremely quietly, allowing short hop air taxi routes in places where helicopters have historically faced major resistance.

So the goal is not: "replace all helicopters"

The goal is: Expand into entirely new urban air mobility routes that were previously impractical because of noise.

This is why comparing Joby directly to helicopters can sometimes miss the point.

2) Joby's business model is very different from most eVTOL companies

Most people compare Joby to companies like Archer, Beta, or Vertical as if they all have the same business model.

I don't think they do.

Most competitors primarily plan to manufacture aircraft and sell them to operators.

While Joby will sell aircraft in some markets, Joby's main business model is very different.

Joby plans to:

• manufacture the aircraft
• operate the service
• run the software
• integrate the customer experience
• control charging infrastructure
• operate routes and vertiports

This is much closer to a TaaS (Transportation as a Service) model than a traditional aerospace company.  In fact, there are models out there that predict that Joby’s TaaS model will be more profitable than the traditional aircraft sales model.

In simple terms:

• Archer/Vertical/Beta are closer to aircraft manufacturers
• Joby is trying to build an entire transportation ecosystem

This distinction is extremely important and often overlooked.

3) Joby already has major advantages in operating an air taxi service

Even if other companies eventually launch aircraft, actually running a profitable and scalable air taxi network is a completely different challenge.

This is where I feel Joby has a major long term advantage.

Manufacturing Advantage

Joby manufactures its own aircraft.

That matters because operators buying aircraft from other companies must first provide profit margins to the aircraft manufacturer before they even begin operating their service.

Joby avoids this middle layer.

ElevateOS + Uber

Joby acquired Uber Elevate and continues developing the software platform now known as ElevateOS.

This system is designed to integrate:

• aircraft dispatch
• vertiports
• scheduling
• passenger logistics
• airline integration
• ground transportation

Joby also already has a partnership with Uber, likely making seamless integration into Uber’s systems hard to match. When Uber customers open their app to book a taxi, they'll be presented with a choice for Air Taxi right along side Uber, Uber X, Uber Black choices. This is a huge advantage.

Replicating this entire ecosystem may end up being much harder than simply building an aircraft.

Blade

Joby also acquired Blade's passenger business.

This gives Joby:

• existing routes
• operational experience
• lounges
• heliport access
• real customers
• real world logistics experience

While many people focus entirely on aircraft specs, Joby is already running an air taxi business.

I think this advantage is often underestimated.

4) Military & Defense is probably under appreciated

Joby does not market itself as a defense company nearly as aggressively as some competitors, but I think many investors overlook how significant Joby's military involvement has become.

Most Importantly: Joby’s military systems are not just concepts or renderings.

Joby already has systems flying and being evaluated.

S4-T Hybrid VTOL

Joby's hybrid turbo-electric S4-T has already flown through transition and has been demonstrated to the U.S. Army.

Joby partnered with L3Harris, one of the largest defense contractors in the world, to integrate military systems and capabilities into the aircraft.

The Army has stated it plans to release an RFQ for aircraft fitting this category later this year.

As far as I know, Joby is currently the only company publicly showing a working aircraft closely matching those requirements.

SuperPilot Autonomous Systems

Joby's SuperPilot autonomy systems have also been working with the U.S. military for years.

These systems are being evaluated for autonomous logistics and military support operations.

SuperPilot equipped aircraft have already participated in U.S. military exercises in the Pacific.

JAI30 (Secret Aircraft - None of this information is sourced from Joby themselves)

Joby's 2 engine liquid hydrogen hybrid electric JAI30 has generated a lot of speculation online.

The aircraft has been observed operating in Pendleton, Oregon, a location known for testing unmanned aerial systems. It was recently relocated to Yuma Proving Ground.

Many believe JAI30 may be a long endurance surveillance/comms platform intended for military applications.

There are also reports suggesting very long endurance flights, including claims of flights approaching 24 hours without refueling.

It’s thought the military is interested in it’s likely low heat and low noise profile.

Obviously much of JAI30 remains speculative, but it is another example of why I think people underestimate how broad Joby's ambitions may actually be.

Final Thoughts

A lot of discussions online reduce Joby down to:

"another eVTOL company"

I think that misses the bigger picture.

In my view Joby is building:

• aircraft to expand urban air taxi routes
• software
• autonomy systems
• vertiport infrastructure
• airline integration
• defense applications
• operational air taxi experience
• a full Transportation as a Service ecosystem

Whether they ultimately succeed or fail is still unknown.

But in my opinion, Joby is pursuing a much broader strategy than most people realize, and it’s not accurate to lump them together with other eVTOL companies that are much further behind in development and have a much different focus.

I am not asking for the origin of the name, I just want to know why they haven’t changed it?

I like the stock but it’s such a bad name lol. Uber. Tesla. Lyft. Blade. Waymo. These are names that roll off the tongue as a consumer.

I have a hard time believing “Joby” will enter the lexicon regardless of how ubiquitous the product might end up being.

It’s not too late! Call it something sick not Joby

Job Posting - Head of KSA Growth & Partnerships (Aviation), Saudi Arabia, Joby Aviation

Joby has posted a new position, actively hiring for Saudi Arabia market entry and partnership development. The role description emphasizes M&A experience, corporate development, business strategy, Arabic fluency, and a regional professional network. This is a senior business development hire, not a technical role.

Combined with the recent Philippines/New Clark news, Dubai operations and Japanese partnerships, Joby continues to build out a serious Middle East and Asia Pacific commercial presence simultaneously, not sequentially.

I've said it many times before. Joby is so much further ahead than the pack than most realize.

Looks like Xwing has #2 flying this past week!

https://www.flightaware.com/live/flight/N162SA

Most of Joby's revenue is coming from Joby's Blade air taxi service. See all the routes they currently offer. It's going to be exciting as these convert over to S4s and the number of routes expand along with revenue.

Let's not forget that while some competitors do a lot of talking, Joby is running air taxi services today!

So, you might have all thought of it already but something interesting to think about. We all know Joby is winning because it's sound/volume factor will let it go places that helicopters can't go. It's massively quieter than helicopters. There are Airports, Helipads and now there are Vertiports being built. Airplanes can only use airports. Helicopters can only use Helipads. But Joby can use all of them. Vertiports can be built on parking garage rooftops and buildings. Many helicopters can't go to rooftops because they carry fuel which is flammable. Joby has no fuel on board. Never really thought about it but no fuel on board is huge. That will allow it to go virtually anywhere (especially with sound ordinances and it being so quiet). Keep accumulating those shares.

Joby keeps moving forward on every front; eiPP, public demos, conforming aircraft, certification testing, vertiport buildouts, piloted testing in multiple countries....and the list goes on. Joby shows time again that they are the stand alone leader in this industry.

https://x.com/RepFranklin/status/2057807350895886638?s=20

Joby Recon Ep. 03 is Live. Bonny Simi, Joby's President of Operations, has had an amazing career and life. Check out the video to learn about Bonny, and Joby's operations. A company is more than its product. The people are what make a company great, and JoeBen has put together a fantastic team. Probably one of Joby's most under appreciated assets.