TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←

$TM

Toyota
···
sign in to save

Toyota Motor manufactures automobiles and provides related services globally.

sentiment mix
bull 80%bear 0%neu 20%

signal summary

latest high-conviction thesis
Toyota's manufacturing expertise critical for Joby's scale-up to thousands per year▾

Toyota is Joby's most significant investor and manufacturing partner, bringing 10M vehicles/year production expertise and quality systems essential for ramping eVTOL manufacturing from hundreds to thousands annually.

joe ben bevirtT1Joe Lonsdale2026-04-03
confidence 88 / 100impact High
key themes
  • Air & Space Mobility60%
  • AI Infrastructure40%
  • Energy & Power Generation40%
  • Advanced Manufacturing40%
  • Grid & Power Infrastructure20%

bull thesis · 4

89 / 100
  • •Toyota's velocity-of-cash mindset yields 2.5x working capital advantage over Tesla, per former Tesla president
  • •Toyota's manufacturing scale critical for Joby's eVTOL production ramp
  • •Toyota's manufacturing expertise critical for Joby's scale-up to thousands per year

bear thesis · 0

—
  • — none —

mentions · 5

Norges Bank Investment ManagementJon McNeill: The Algorithm Behind Tesla and SpaceX | Podcast | In Good Company1 mentions · 1▲ 0▼ 0○ · 9 days ago
0:005:0010:0015:0020:00
Joe LonsdaleAmerica 2.0: Moon Base, Flying Cars, Nuclear & AI Business1 mentions · 1▲ 0▼ 0○ · last month
0:007:0015:0022:0030:00
Joe LonsdaleHow 200mph Flying Taxis Will End Traffic Jams1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:003:007:0011:0015:00
Scaling EuropeEncord has just raised a $60m Series C: An interview with Co-CEO and Co-founder Eric Landau1 mentions · 0▲ 0▼ 1○ · 7 months ago
0:003:007:0011:0015:00
Michael SikandThis Flying Car Company Could Be The Next Tesla (Joby)1 mentions · 1▲ 0▼ 0○ · last year
0:003:007:0011:0015:00