Aviation company developing eVTOL aircraft.
36 AI-extracted insights from 11 sources — podcasts, YouTube channels, and X/Twitter accounts.
Based on 2 scored insights about Joby Aviation, Inc..
The 6 sources with the most insights about Joby Aviation, Inc. on Kazuha.
AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.
Domestic leader in eVTOL already operating test flights in New York; moving toward commercial reality.
A key name to watch in the 5-to-10-year investment horizon for human-carrying drones.
Successfully demonstrated electric air taxi flights, significantly reducing travel time from JFK to Manhattan.
Key partner for Uber's aerial rideshare ambitions; long-term growth tied to urban air mobility infrastructure and vertiports.
Strategic partner for Uber's aerial mobility expansion; set to benefit from vertiport infrastructure and data-driven route optimization.
Partner for multi-modal 'end-to-end' trip planning; launches expected in Middle East in 2024 and US in 2025.
Primary partner for Uber's aerial ride-sharing vision; expecting commercial integration to launch in Abu Dhabi this year.
Testing first FAA-conforming aircraft and partnered with Uber Elevate for aerial ride-sharing.
Leading the eVTOL race and currently testing FAA-conforming aircraft.
Work in high-power density electronics for aviation is contributing to advancements in military hybridization.
Key player in the eVTOL sector with significant catalysts expected around the 2028 L.A. Olympics.
Mentioned as a point of comparison to differentiate Tesla's potential 'flying car' concept, which is not considered a true eVTOL like those from Joby.
Mentioned as a pure-play investment in the future of urban transportation within the speculative but progressing eVTOL sector.
Mentioned as a strategic partner of NVIDIA.
Stock jumped 9% after being announced as the launch partner for NVIDIA's new IGGX Thor platform, which is a significant positive catalyst for its autonomous flight systems.
The speaker holds a bearish view, stating directly, 'I do think Joby is a scam too.'
The speaker expresses a strong negative opinion on the company's legitimacy, describing it as 'kind of a scam I think'.
The speaker briefly mentioned an interest in shorting the stock, placing it on a watchlist for a potential future bearish trade.
Highlighted as a cautionary tale of a past investment that performed poorly, with the speaker calling it a 'real rough one' and admitting to being 'very very wrong' about it.
The partnership with Uber significantly de-risks its business plan by providing a clear path to market and a built-in source of demand, which is a major advantage over other eVTOL startups.
Mentioned in passing as being 'up' for the day, with no specific investment analysis provided.
Speaker is extremely bearish, calling the company 'straight junk' and a prime short candidate. Views a recent stock price reversal as a bearish technical signal.
The President of Operations sold almost $3 million in stock after a 150% run-up. While this was exercising options, it could imply the executive believes the stock's rapid appreciation might be peaking.
The speaker holds a 'small short position' but admitted to not following the company closely.
The speaker holds a small short position due to what he sees as a massive valuation completely detached from the potential market size and minimal revenue. He is unconvinced the business model offers a significant advantage over helicopters.
Showing strong momentum from strategic moves, including a partnership with L3 Harris and the acquisition of Blade's passenger business to access key airport terminals.
Extremely bearish view, calling it an 'epic short' and 'total garbage.' The short thesis is based on a major valuation disconnect, where the $16 billion company acquired its own target business model (from Blade) for only $200 million.
Identified as a high-conviction short, with the speaker explicitly calling the company a 'scam'.
Listed as one of the speaker's biggest losing positions, which came from a short position he was holding.
ARKK sold off its holding in the company.
Serves as a key valuation benchmark for Vertical Aerospace. Its valuation is roughly 20 times higher, which is attributed to a 'Silicon Valley Halo' and a larger cash balance, creating a valuation gap that is central to the investment thesis for EVTL.
Down 5% as part of a broader pullback in high-growth stocks, which was described as a 'healthy consolidation' and a 'breather' after a significant run-up.
The speaker has a very strong bearish view, calling it an 'awesome short' and predicts the company 'is not going to exist in five years.'
The stock is seeing strong, 'legit' momentum backed by fundamental progress, including a Toyota investment, increased manufacturing capacity, and a successful flight test.
The speaker is short the stock and referred to it as a 'juicy short' based on its price action.
Domestic leader in eVTOL already operating test flights in New York; moving toward commercial reality.
A key name to watch in the 5-to-10-year investment horizon for human-carrying drones.
Successfully demonstrated electric air taxi flights, significantly reducing travel time from JFK to Manhattan.
Key partner for Uber's aerial rideshare ambitions; long-term growth tied to urban air mobility infrastructure and vertiports.
Strategic partner for Uber's aerial mobility expansion; set to benefit from vertiport infrastructure and data-driven route optimization.
Partner for multi-modal 'end-to-end' trip planning; launches expected in Middle East in 2024 and US in 2025.
Primary partner for Uber's aerial ride-sharing vision; expecting commercial integration to launch in Abu Dhabi this year.
Testing first FAA-conforming aircraft and partnered with Uber Elevate for aerial ride-sharing.
Leading the eVTOL race and currently testing FAA-conforming aircraft.
Work in high-power density electronics for aviation is contributing to advancements in military hybridization.
Key player in the eVTOL sector with significant catalysts expected around the 2028 L.A. Olympics.
Mentioned as a point of comparison to differentiate Tesla's potential 'flying car' concept, which is not considered a true eVTOL like those from Joby.
Mentioned as a pure-play investment in the future of urban transportation within the speculative but progressing eVTOL sector.
Mentioned as a strategic partner of NVIDIA.
Stock jumped 9% after being announced as the launch partner for NVIDIA's new IGGX Thor platform, which is a significant positive catalyst for its autonomous flight systems.
The speaker holds a bearish view, stating directly, 'I do think Joby is a scam too.'
The speaker expresses a strong negative opinion on the company's legitimacy, describing it as 'kind of a scam I think'.
The speaker briefly mentioned an interest in shorting the stock, placing it on a watchlist for a potential future bearish trade.
Highlighted as a cautionary tale of a past investment that performed poorly, with the speaker calling it a 'real rough one' and admitting to being 'very very wrong' about it.
The partnership with Uber significantly de-risks its business plan by providing a clear path to market and a built-in source of demand, which is a major advantage over other eVTOL startups.
Mentioned in passing as being 'up' for the day, with no specific investment analysis provided.
Speaker is extremely bearish, calling the company 'straight junk' and a prime short candidate. Views a recent stock price reversal as a bearish technical signal.
The President of Operations sold almost $3 million in stock after a 150% run-up. While this was exercising options, it could imply the executive believes the stock's rapid appreciation might be peaking.
The speaker holds a 'small short position' but admitted to not following the company closely.
The speaker holds a small short position due to what he sees as a massive valuation completely detached from the potential market size and minimal revenue. He is unconvinced the business model offers a significant advantage over helicopters.
Showing strong momentum from strategic moves, including a partnership with L3 Harris and the acquisition of Blade's passenger business to access key airport terminals.
Extremely bearish view, calling it an 'epic short' and 'total garbage.' The short thesis is based on a major valuation disconnect, where the $16 billion company acquired its own target business model (from Blade) for only $200 million.
Identified as a high-conviction short, with the speaker explicitly calling the company a 'scam'.
Listed as one of the speaker's biggest losing positions, which came from a short position he was holding.
ARKK sold off its holding in the company.
Serves as a key valuation benchmark for Vertical Aerospace. Its valuation is roughly 20 times higher, which is attributed to a 'Silicon Valley Halo' and a larger cash balance, creating a valuation gap that is central to the investment thesis for EVTL.
Down 5% as part of a broader pullback in high-growth stocks, which was described as a 'healthy consolidation' and a 'breather' after a significant run-up.
The speaker has a very strong bearish view, calling it an 'awesome short' and predicts the company 'is not going to exist in five years.'
The stock is seeing strong, 'legit' momentum backed by fundamental progress, including a Toyota investment, increased manufacturing capacity, and a successful flight test.
The speaker is short the stock and referred to it as a 'juicy short' based on its price action.
Other assets that creators frequently mention in the same content as Joby Aviation, Inc..
The most active sources covering Joby Aviation, Inc. (JOBY) on Kazuha are @realmartinshkreli, PHD Ventures, @peterdiamandis, @amitinvesting, Next Big Idea Club. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.
Kazuha has indexed 36 AI-extracted insights about Joby Aviation, Inc. (JOBY) from 11 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.
Creators covering Joby Aviation, Inc. (JOBY) most frequently also discuss NVDA, GOOGL, TSLA, IONQ, QBTS. See the "Discussed alongside" section above for full asset pages.