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▶ 5:00 · Advanced Manufacturing · Vertical integration plus Toyota partnership enables automotive-scale eVTOL production
episode briefing
Joe Lonsdale

How 200mph Flying Taxis Will End Traffic Jams

2026-04-03 · 8 company · 5 thematic
sentiment
5 bull1 bear2 neu
speakers
joe ben bevirt

JoeBen Bevirt founded Joby Aviation and has led it for over a decade through design, FAA certification, and into manufacturing scale-up. He previously founded Velocity11 and other robotics companies. He is driving the electric aviation transition with hydrogen propulsion, autonomy, and vertical integration.

episode shorts · 2

Most Profound Technology in Human History?

Air Taxis coming to 12 states this year!

now playing · Advanced Manufacturing
Air & Space Mobilitytailwindscore 9/10joe ben bevirt
eVTOL commercialization accelerating with FAA certification and federal pilot program
Joby's first FAA-conforming aircraft flying, combined with the EIPP program selecting 7 consortiums across 12 states (Joby in 5), enables commercial passenger operations as early as late 20…
Advanced Manufacturingtailwindscore 8/10joe ben bevirt
Vertical integration plus Toyota partnership enables automotive-scale eVTOL production
Joby's 90%+ in-house component manufacturing combined with Toyota's 10M units/year production expertise and new 730k sq ft Ohio facility creates a path to scale from 4 to thousands of aircr…
Energy & Power Generationtailwindscore 8/10joe ben bevirt
Hydrogen-electric propulsion demonstrates 6x advantage for aviation range
Joby's hydrogen-electric VTOL achieved 500+ mile flight leveraging hydrogen's 3x specific energy over jet fuel and 2x fuel cell efficiency. This breakthrough could redefine all aircraft cla…
AI Infrastructuretailwindscore 8/10joe ben bevirt
AI models delivering 10x engineering productivity in complex hardware development
Frontier AI models are enabling Joby's top aerodynamicists to complete in hours what previously took weeks, compounding across the full vertical stack (design, certification, manufacturing,…
Geopolitics & Traderiskscore 7/10joe ben bevirt
US-China eVTOL race intensifies with China scaling production facilities faster
China is building eVTOL production facilities targeting thousands of aircraft per year, creating urgent competitive pressure. US leadership requires maintaining technology edge (AI, hydroge…