$JOBY · Rich Habits · 2026-11-06
Joby在新兴的eVTOL空中出租车市场处于有利位置：需求应来自比开车更快的行程、避开交通拥堵，以及比开车贵但比机票便宜的出行。他说，这是唯一一家在得克萨斯州和佛罗里达州飞过eVTOL的公司；中东扩张和即将到来的奥运会带来更多机会。
逐段跳播
我们长期以来一直关注 Joby 在这个电动垂直起降（EV tall）领域的历程。我们在圣彼得堡的 Albert Witt 机场为他们首次飞行举办了一场盛大的活动。
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.
上周五，为了纪念这个为全世界无数人开启一个巨大新产业的重要起点，Joby 沿着完全相同的飞行路线飞行。Joby 的电动垂直起降飞行器从圣彼得堡机场起飞，直接飞到我后门外，大约20分钟就到达了坦帕。这还不到开车所需时间的一半。
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.
那么，请带我们回顾一下，也请在座的各位谈谈，在电动垂直起降领域，关于 Joby，你最兴奋的是什么？
So walk us through and everyone here today, what are you most excited about when it comes to Joby in the EV tall sector?
我们身后有 Joby 的飞行器，还有 Beta Technologies。
We have Job's aircraft behind us here and Beta Technologies.
你认为 Joby 的下一步是什么？显然他们现在正处于第五阶段。你认为未来几年这会如何演变？尤其是 Joby，我相信他们是唯一一家既在德克萨斯州又在佛罗里达州完成了电动垂直起降飞行的公司。
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.
然后是他们其他增长领域，比如整个中东地区的电动垂直起降飞行器。我认为未来几年随着奥运会的到来，很多目光将聚焦美国。这是展示这项技术的绝佳机会。我们非常兴奋地看到它起飞。
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.
Joby 与航空业的合作，以及为大众解锁这项新技术，只是我们前进方向的又一个绝佳例证：释放道路空间，让这些空中出租车飞上天空，减少我们出行的阻力。
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.
关于 Joby Aviation 的这些电动垂直起降飞行器，整个论点还在于，人们会有需求说：“等等，如果我能自主飞往某地，不用付飞行员费用或其他什么，我就能从这里到那里，而且能更快，虽然会花更多钱，但不会像机票那么贵。
而且我能避开交通拥堵，所有这些好玩的事。我能做到。这就是 Joby 的意义所在。”
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."
而 Joby 正处在那条创新时间线上一个非常有趣的位置，说：“好吧，让那件事发展下去，现在让我们成为这个正在出现的问题的解决方案。”
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."
向 Joby Aviation 以及 Max 和那边整个团队致敬，他们帮助实现了整个活动。我们非常感激。一定要回来继续关注我们谈论 Joby，他们在 EIP 方面做了什么，FAA 那边的情况以及所有相关的事情。想想他们的未来会是什么样，真是太有趣了。
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.
这个频道对 $JOBY 的历次判断
Rich Habits 在这只股票上共 4 条判断，这里只列相邻的几条。