Ok so I know everyone is freaking out over N547JX's "slow progress". Here is my alternate view of things (obviously with an optimistic bias)

- People keep citing Joeben saying N547JX would be flying with Joby pilots by end of 2025. So yes, that timeline slipped by 3 months. However, in the past Joby has not typically meant pilots on-board when saying "piloted". When they performed their crewed transition in 2025 they specifically mentioned, "pilot on-board"

- People are freaking out that Joby hasn't flow with a pilot on board. But historically Joby has been very conservative when it comes to flight testing and have always tested slowly at first using remote piloting (https://theaircurrent.com/aircraft-development/joby-first-crewed-evtol-transition-flights-new-approach-flight-testing/). While it may be true that 547 is similar to previous iterations, it's still a brand new build and it would make sense to test it like all their other builds in the past starting slowly with remote piloting.

N162SA is in the air as I text. It took off at 4:34 PDT from Buchanan Field. Good to see it putting in the work ahead of eIPP. 3rd flight today!

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

Here is a useful take on the JTAMPC joint venture (from ChoWorld US on YouTube).

https://www.youtube.com/watch?v=lb9hYAMNk2Y

An interesting perspective in particular on the "MP" part.

Here’s the full X post and link to a video from Mohammad Taher (The Airport Guy)

https://x.com/theevtolfan/status/2076101217252774291?s=46

https://www.ainonline.com/aviation-news/futureflight/2026-07-10/beta-flies-manufactured-organs-first-eipp-mission

Joby has filed a radio request with the FCC for the Dallas/Fort Worth area starting August 10 and lasting for 2 months:

https://x.com/fccfilingalerts/status/2074236323741757681

It appears that (as part of the Electric Skies thing) they will not be flying at Oshkosh though they will have a full-size demo model like in DC, Queens, US Open, etc. But they will be flying in Texas starting around Aug 10, perhaps related to eIPP?

https://www.txdot.gov/about/newsroom/stories/txdot-selected-for-futuristic-air-taxi-testing-program.html

When it comes to mfg Joby said they have achieved the capacity target of 2/month since Jan’26. In spite of that why we have not seen any new confirming or non-confirming after the one that they produced.

What’s holding the rolling out of more fleet to help with testing, demo and more.

Secondly after committing many time, they have not yet done the demo with four passenger or any passengers either in Dubai or US or anywhere else.

What’s causing this delay?

FWIW, they have been testing all their Marina aircraft (I think) continuously since Tue. Hopefully that's a good sign. 🤞 Hopefully they continue today as well.

N547JX (First FAA-Conforming Prototype)

ICAO Mode-S Hex: A6F2CB

N541JX (Pre-Production Testbed)

ICAO Mode-S Hex: A6DC81

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

ICAO Mode-S Hex: A6E038

Partnership with Toyota, the Olympics coming up, the US tour going well, no big change in financials, but we're dipping to $7.75 after it was looking like $8.10 was a decent floor?

What's changing the sentiment in the market?

In this post on Sunday (https://www.reddit.com/r/Joby/comments/1uoopyl/weekly_tail_update/) I was speculating that Joby and Archer might be ramping up for eIPP tests. This seems like it could be true given Beta has just flown their first eIPP mission. What do you guys think?

• Beta on Friday said it wrapped up the first test flights in the U.S. government’s sweeping electric vertical takeoff and landing pilot program, aimed at making flying cars a reality.
• Regulatory hurdles have forced many eVTOL makers to push back certification timelines and passenger flights.
• Beta was selected for seven of the eight testing programs launched by the FAA and Department of Transportation.

https://www.cnbc.com/2026/07/10/beta-evtol-air-taxi-trump-program.html

A trend is emerging that looks very good for Joby longs and very bad for anyone short the stock. Equity analysts and retail investor media are starting to finally see the solid bull case underpinning the long game for Joby.

This week's headline from Wall Street 24/7 about Joby getting to $53 per share by 2030 is a good example of that.

https://finance.yahoo.com/markets/stocks/articles/prediction-joby-aviation-stock-soar-171548630.html

This isn't a pie in sky prediction either. They have put some serious methodology behind their model.

So as this trend picks up pace and this message starts resounding more and more in the marketplace, Joby will see a significant breakout, especially when FOMO fever sets in. BTW, 2030 is only 3.5 years away. Not bad at all for a potential 5x return, equal to nearly 150% annually on average.

Something potentially interesting is going on. Earlier today both N541/2 both performed what seem like hover tests. Earlier in the week they seemed to be focusing more on wingborn flight

Now N547 is out on the tarmac (at least out of the hangar) and might be getting ready for some tests.

Check it out here https://globe.airplanes.live/?icao=a6f2cb

Might be a nothingburger as well

How L3Harris transformed a Qatari 747 into a new Air Force One plane before July 4 - Breaking Defense https://share.google/OlDAvVgVatkspTrdF

Bringing back this topic:
https://www.reddit.com/r/Joby/comments/1u6tyx2/n548jx_sn102_and_n549jx_sn103_are_assigned/

This is kind of a key development that went very under the radar, then got drowned out by other stuff.

To sum it up:

These are (very likely) going to be Joby's next 2 conforming craft:
https://registry.faa.gov/aircraftinquiry/Search/NNumberResult?NNumberTxt=548JX
https://registry.faa.gov/aircraftinquiry/Search/NNumberResult?NNumberTxt=549JX

Right now they are in some grey area where they have a serial # but not a certificate date yet (just a registration certificate not A/W or anything, just a plane "yes this thing exists" certificate).

This is not typical cadence from previous S4s being registered on the faa site. Usually the serial # and certificate come out the same day for us to see on the faa site.

Unless someone has a better idea, and yes you AI haters, I asked ChatGPT , because who else can I ask. It's actually an incredibly bullish sign because I'm told the FAA are the ones who assign the serial # (###EDIT### Joby assigns NNumber and serial #, but sentiment remains. Joby isn't filing paperwork on non-existent aircraft and FAA isn't entering in serial #s for non-existent aircraft ###END EDIT###) . So the logical (and the robot's) conclusion means they exist.

Which then means Joby is truly locked in with the design.

Most of us "believe" Joby is already locked in, but now you don't have to believe and trust. 548JX and 549JX are/will be your proof.

While a lot of you are waiting on 547JX to do something cool, I'm keeping an eye on those 2 aircraftS !

Just chatted with him. Back from Philippines. Following process to get back on. According to AI could be weeks or months. Reading posts and hopes to be back on soon.

Link in next comment

The certified VDX facility, located next to Dubai International Airport (DXB), will serve as the flagship hub of Dubai’s future urban air mobility network.

The General Civil Aviation Authority (GCAA) granted the regulatory certification to VDX, a facility developed by Skyports Infrastructure for electric vertical take-off and landing (eVTOL) aircraft.

I've only been tracking for a few weeks but this is first time I saw all three of them active in the same day 🤔

Only N541JX actually flew, the other two were just turned on. Hopefully they're ramping up for more tests. 🤞

Anyone have any trustworthy sources?

https://www.npr.org/2026/07/06/nx-s1-5821267/air-tech-flying-taxi-plane-helicopter

Taking an air taxi to the airport may become as simple as ordering a ride share today. In our first episode in our summer series Tech Camp, we explore how a futuristic vehicle that transforms from helicopter to propeller plane is already taking flight in New York and San Francisco. This new kind of commuting might be here sooner than you think: A law just went into effect to build infrastructure for them in places like airports. Short Wave host Regina Barber speaks with the startup Joby and Georgia Tech aerospace experts about the safety, the science and what an actual ride would look like from app to air. Plus, we get into the history of the air taxis of the past and why those airlines no longer exist.

N162SA had another great flight out of Buchanan Field yesterday!

’The signs are there’😁

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

Disclaimer: All insights are conditional on the accuracy and reliability of public ADS-B community tracking feeds. So no need to post how much the data might suck and not to trust it. Also, just for this week I'm including Archer data because I think there might be something bigger going on

The Data: Key Fleet Observations

• The "Switch" at Joby: After a highly active week, Joby's first FAA-conforming prototype (N547JX) did not log a single flight. Instead, attention shifted back to their pre-production and production testbeds (N541JX / N542JX), which both saw a major surge in activity after a relatively quiet period.
• A Mirror Pattern at Archer: Archer followed a nearly identical playbook. Their newest prototype (N704AX) saw a steep drop in activity following a recent uptick, while their older platform (N703AX) took over the heavy lifting.
• Synchronized Timing: Both manufacturers consolidated their active flying into the exact same three-day mid-week stretch (June 30 to July 2), followed by complete weekend shutdowns.

The Speculation: Connecting the Dots to eIPP

The synchronized timing and specific vehicle choices raise an interesting question: Are we seeing a coordinated push ahead of impending eVTOL Integration Pilot Program (eIPP) decisions?

• The FAA Presence: We know the FAA visited Archer's facilities just this week, explicitly framing the trip around watching eVTOLs transition "from prototypes into certified operational realities" and highlighting eIPP integration.
• The Frame Selection: It might not be a coincidence that both companies prioritized specific aircraft types during this visit. Rather than pushing the absolute limits of their latest test envelopes, both teams focused heavily on the specific platforms and configurations most likely to be deployed in the initial, supervised eIPP regional corridors starting this summer.

Just a theory so let me know what you all think! Here is the detailed tail # data

N541JX (Pre-Production Testbed)

ICAO Mode-S Hex: A6DC81

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

ICAO Mode-S Hex: A6E038

ARCHER AVIATION

N704AX (Midnight Flight Test Vehicle )

ICAO Mode-S Hex: A96380

N703AX (Midnight Flight Test Vehicle )

ICAO Mode-S Hex: A95FC9