Executive Summary
The eVTOL industry stands at a critical inflection point, with Joby and Archer Aviation positioned to receive FAA certification by mid-2026. However, the real investment opportunity lies not in the cash-burning aircraft manufacturers, but in the infrastructure and platform companies that will aggregate demand. Both leading eVTOL companies are hemorrhaging cash—Joby burning $533.7M and Archer $481.5M annually—while insiders across the sector are selling aggressively. This creates a classic picks-...
Key Investment Opportunity
Platform Aggregation Play: Uber as the eVTOL Demand Layer
Rather than betting on which aircraft manufacturer wins, Uber provides exposure to the entire eVTOL ecosystem through its platform strategy. The company's existing ride-sharing infrastructure, regulatory relationships, and consumer brand create natural advantages in aggregating demand for urban air ...
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