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$JOBY

Joby Aviation
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Joby Aviation develops electric vertical takeoff and landing aircraft.

sentiment mix
bull 84%bear 0%neu 16%

signal summary

latest high-conviction thesis
Joby CEO details path to mass-market eVTOL with Toyota manufacturing partnership▾

eVTOL aircraft are at 1890s automotive stage; battery density improvements (40→300→1000 Wh/kg) will triple range; Toyota's 10M cars/year manufacturing expertise enables scale from tens to thousands of aircraft/year, driving cost from Uber Black parity to driving cost parity; commercial launch in Dubai summer 2025, US certification end of 2025.

joe ben bevirtT1Joe Lonsdale2026-08-13
confidence 88 / 100impact High
key themes
  • Air & Space Mobility69%
  • AI Infrastructure31%
  • AI Bubble / Capex Debate31%
  • AI Economics & Business Models31%
  • Space Economy31%

bull thesis · 16

91 / 100
  • •Joby in portfolio as asymmetric eVTOL bet: pre-revenue, high risk, potential 10-yr home run
  • •Hoium adds to Joby Aviation position: first-mover eVTOL with 1-year aircraft payback
  • •Joby CEO details path to mass-market eVTOL with Toyota manufacturing partnership

bear thesis · 0

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mentions · 19

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Asymmetric InvestingArcher Aviation Surges 19% (Here's Why)1 mentions · 1▲ 0▼ 0○ · 2 months ago
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Joe LonsdaleWhy AI is Bigger Than the Industrial Revolution1 mentions · 1▲ 0▼ 0○ · 3 months ago
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Invest Like The BestUber CEO on AI, Autonomous Vehicles, and the Future of Transportation1 mentions · 0▲ 0▼ 1○ · 4 months ago
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Asymmetric InvestingJoby Aviation: The Air Taxi Stock About to Explode2 mentions · 2▲ 0▼ 0○ · 5 months ago
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Asymmetric InvestingAsymmetric Investing April AMA1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Joe LonsdaleHow 200mph Flying Taxis Will End Traffic Jams3 mentions · 3▲ 0▼ 0○ · 6 months ago
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Asymmetric InvestingAsymmetric Investing AMA2 mentions · 0▲ 0▼ 2○ · 6 months ago
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Asymmetric InvestingBehind Joby's Massive 2026 Plans1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Michael SikandThis Flying Car Company Could Be The Next Tesla (Joby)1 mentions · 1▲ 0▼ 0○ · last year
0:002:005:007:0010:00