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$JOBY

Rich Habits on $JOBY (Nov 6, 2026)

AI summary · Rich Habits

Joby is well positioned in the emerging eVTOL air-taxi market: demand should come from trips faster than driving, avoiding traffic, and costing more than driving but less than a plane ticket. It is the only company he says has flown eVTOL in Texas and Florida; Middle East expansion and the coming Olympics add opportunity.

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Rich HabitsPublished Nov 6 · 10 passages

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12:0542:05

we've been following along with Joby for a long time in their journey in this EV tall sector. And we had a huge event for their inaugural first flight in St. Petersburg at the Albert Witt airport.

And well, last Friday to commemorate the same important start to a massive new industry being unlocked for countless people around the world, Joby took the exact same flight path.

And Job's EV tall flew from St. Petersburg airport right out my back door to Tampa in about 20 minutes. And that is less than half the time it would have taken to drive.

So walk us through and everyone here today, what are you most excited about when it comes to Joby in the EV tall sector?

We have Job's aircraft behind us here and Beta Technologies.

What do you think is the next step for Joby? Obviously they're in phase five right now. How do you think this begins to evolve over the coming years? Joby in particular, I believe they're the only company who's done electric vertical takeoff and landing both in Texas now in Florida.

And then other areas of growth for them like in the Middle East broadly for EV talls. I think next couple of years with the Olympics, a lot of eyes will be on the United States.

It's great opportunity to demonstrate the technology. We're very excited to see it take off.

And Job's work with the aviation industry and unlocking this new technology for the masses is just another really great example of where we're headed to free up the roads so we'll have these air taxis in the sky and give us less friction in travel.

And the whole thesis here as well with these EV tolls when it comes to Joby Aviation is that there will be demand for people to say, "Wait a second, if I can autonomously fly somewhere, so not have to pay a pilot or whatever's going on, I can just go from here to there and I can do it in a faster way and it's going to cost me, you know, yes, more money, but it's not going to be so much more like a plane ticket's going to be.

And I can, you know, go around this traffic, you know, all that fun stuff. I can go do that. That's what Job's about."

And Joby is sitting in a really interesting part on that innovation timeline saying, "Okay, let's let that play out and let's now be the solution to this problem that's emerging."

Shout out Joby Aviation and Max and the whole team over there that helped bring that entire activation to life. We are incredibly grateful. Definitely be sure to come back as we continue to talk about Joby uh what they're doing when it comes to the EIP, what's going on with the FAA and all the stuff there.

It's just so much fun to think about what their future looks like.

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