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Cathie Wood personally rode Joby’s eVTOL over Tampa Bay and even compared it to the first commercial flight in 1914. This old lady really knows how to make a bold bet. She’s betting that once urban air mobility scales up, prices can come down to taxi levels. If it works, it’s disruptive; if not, it’s a money pit. I’m archiving this call and will come back tomorrow to see how it holds up.

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JOBYJOBY+5.34%


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Comment 9
SolanaScaler
Disruptive or a money pit—that sums it up perfectly. Web3 folks know this all too well.
AirdropHunter
I've copied ARK's holdings before. This time, I'll wait and see until mass production begins.
BlockBeacon
Tampa Bay has nice scenery, but I want to see earnings reports, not a promotional video.
Good strategy
全面贯彻实施量化网格机器人永续增值
ColdStorageCat
If Joby's battery energy density can improve by another 20%, the story really holds up.
DCAv2
Come back tomorrow to check? I bet you'll still be waiting the day after tomorrow.
WebWeaver
I agree with the logic of price cuts at scale, but the timeline may need to extend beyond 2030.
DividendBachelor
Her showing up in person is a brilliant move, more effective than posting a hundred tweets.
Point618
Comparing it to the 1914 maiden flight is a little romantic, but commercial rollout is another matter.