The market’s chasing shadows, fixated on who gets the FAA’s blessing first – Joby Aviation and Archer Aviation. A fool’s errand. The real fight, the one with teeth, is shaping up between Joby and Boeing’s Wisk. It’s not about being first to the sky; it’s about who stays there.
The Vertical Hustle
Wisk, Joby, and Archer – three names, different angles. Archer’s playing the parts game, building for others. Wisk and Joby? They want the whole shebang – manufacturing, owning the iron, running the routes. A vertically integrated play. It’s a cleaner, if riskier, proposition. The kind that could either deliver a payout or leave you holding an empty bag.
Complicating things, Joby and Archer are starting with piloted eVTOLs. A necessary evil, maybe, but it adds layers of red tape. Wisk is going straight for the autonomous jugular. A bolder move. But it means they’re trailing, at least for now. Time is money, even in the air.
Joby’s playing both sides, tinkering with Nvidia to add autonomous functions to their piloted craft. A hedge, they call it. I call it smart. It’s like carrying a backup gun in a dark alley. Wisk wants to skip the training wheels and go straight for full automation. A high-wire act. Risky, but the payoff could be substantial. Lower operating costs. That’s what investors like me notice.
Who Holds the Cards?
Joby’s strategy—get a piloted eVTOL certified, then layer on the autonomy—is a solid play. It’s a way to mitigate the risk that Wisk, with its all-in autonomous approach, will leapfrog them. Autonomy will cut costs, no question. But certification is a long road, paved with regulations and delays. And delays cost money.
Joby recently raised $1.2 billion. That’s a cushion. Boeing has deeper pockets, sure, but they’ve got other fires to put out. The 737 MAX mess, defense contracts that bleed money, and a whole new generation of aircraft to fund. Cash flow isn’t infinite, even for the giants.
Joby offers a pure play on the eVTOL transportation-as-a-service theme. No distractions. And if they get that piloted eVTOL certified first, they’ll have a leg up on securing vertiports and partnerships. The deals with Uber Technologies and Delta Air Lines aren’t just window dressing. They’re strategic assets. Control the landing pads, control the future.
The sky’s the limit, they say. But in this game, it’s not about reaching for the clouds. It’s about landing a consistent return. And right now, Joby looks like the best bet to deliver.
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2026-02-27 19:32