It’s worth noting that Joby has an eye to the future and is testing hydrogen powered aircraft as well. They purchased some time ago a company called H2fly and just recently completed a historic flight using liquid hydrogen. I’m holding shares in Lilium, Vertical Aerospace, and plan on buying some Archer as soon as it’s at an attractive price. By far the biggest holding in my portfolio is Joby.
Hybrid systems will be important to extend the range. Rolls Royce is working on a tiny turbine generator. Hydrogen is bogus. It is a fuel, and not carbon neutral in its manufacture. A clean-burning turbine to back up batteries plus a trade out pre-charged battery packs at landing sites. EHang 's product looks like it could chop you to bits in seconds.
Hydrogen has good use cases for long flights, such as Nikola using it for semis taking long durations on the road. Toyota is also all in on hydrogen and they’re one of the most reliable in the auto industry so I feel hydrogen stocks will also be worth looking into soon
@@glenliesegang233 Funny how Battery Powered Car Cult heads explode every time Hydrogen is mentioned. Use nuclear energy to make Hydrogen and it is carbon free. Pull your head out of Elon's backside and open a science book, it's called electrolysis of water. Nuclear subs are doing this right now to make oxygen for the crew to breathe. Also, do you think we are going to fly from San Francisco to Singapore in 17 1/2 hours non stop in something like an A350 on batteries? Not happening, but Hydrogen has the energy density to make this flight happen carbon free.
nice vid. thanks. i will buy $100 each of EVTL and LILM as very very small speculative plays and add the others to my watchlist. I did a similar thing 2 years ago with Drone Delivery. bought 5 of the more promising stocks - they are all down but its a small 'buy and forget play.' only need one of them to go mainstream at some point in the next 5 to 10 years.
Your photo from doing SF duties on the flight line made me miss wearing BDUs. They were comfortable to wear when dispense prescriptions to at the pharmacy. Thank you for your service. I also thank you for creating another wonderful video!
Joby is ahead of Archer. Joby has already shown that their Prototype is flying. Not so Archer! Or have you seen any video material from Archer where the Midnight does fly. I havn't see one single one. Only animations are available...... Joby has already the permission for piloted Aircraft Testing. And the Army has also ordered up to 9 aircraft. So I clearly think Joby is ahead of everyone else...
Battery technology will get better and better. For military use, what is the world’s biggest charging station ? Nuclear aircraft carriers. EVTOL makes sense for SAR, anti sub and short transport hops.
This is an awesome overview of all the players in the field. I actually like Ehang's model the most, small 2 passenger autonomous aircraft. They just put it on the market for about $350,000. I think the future is in autonomous air taxis that operate within a 100 miles. Just pull out your phone and summons an air taxi. Why drive, when you can fly everywhere cheaper. Use AI to design and control new super sophisticated air traffic control systems. My prediction is automated air taxis will replace most cars in 10 to 15 years.
Thank you. I'm hoping to make a trip out to California and see some of them operating firsthand. I believe this is one of those moments where we're on The Fringe areas of something becoming big.
That's essentially how I look at it. I invested a fair amount into Tesla 8 or 9 years ago. All of my friends thought I was a little nuts because electric cars seemed outrageous. And now I'm the one that's retired 😀. But I'm also being honest with myself and I know that it'll be 10 years before a company like this truly takes off.
Technology is evolving. True, but it is not without costs. Amount spent on R&D will be tried to recover later. If that becomes costly, then the whole thing becomes not feasible. Then, it is not a Technology. Traffic jams are solved by staggering office timings not by air taxi. Remote areas residents cannot afford air taxi fares. For a Uber fare of 1000, the air taxi fare must not exceed 1500. From the operator perspective, if the return is not attractive, the project may not take off as expected.
Very solid analysis of the EVTol platform.I'm fairly new (3yrs) at stock investing I'm just thrilled to have such a resource to guide my future investments.
Your eVTOL better not interfere with my Amazon drone delivery!🤣🤣 I'm willing to invest a bit in all and wait it out although I could say the same with most of your analysis vids.
It won't it's a pipe dream Look up the molar sky car There's so much inconceivable nuance with even just designing something like this and putting it in a public space. You cannot replicate real world testing. Just to give you an idea There's an accident about every 5 and 1/2 million flights with commercial airlines Do you really think these vehicles will be able to travel five and a half million times without an incident And who is this for Short flight mid-range flight long flight? Because there's better options all around. Feasibility equals adoption And this is not feasible
Most all of these aircraft will have a pilot. As I mentioned in the video. They're all striving for automation, but that could be 10 to 20 years. Who knows? But with a pilot, if the cost is right, I believe there will be a massive demand.
Ehang were smart to be listed on the Nasdaq. I think cutting through red tape with test flights in China give it the advantage. Also have you seen it's firefighter abilities 🤯 Great video by the way 😀
Thank you, I have seen their fire fighting abilities. It's very cool technology. The landscape of our lives is going to change drastically with technology like this in the next 10 years.
@BusinessWithBrian Absolutely. I live in Australia everything is so far away our cities are spread out, this will effect real estate if you can live on a big block a land far away from the city but 20-30minutes flying over traffic at speed is a game changer. I've subscribed great channel mate 😀👍
@@drevil7684 Thank you, sir. Where I live, towns are spaced out, but probably not to the extent that yours are. I think it will be exciting to see how this all plays out. Thanks again for the great comment.
You missed out on eviation they have an aircraft called Alice,it’s a more conventional looking aircraft,DHL have already put in order for 100 aircraft ,it can seat 11 passengers or can haul 2tonnes of cargo.
Joby aviation has some portions of the FAA certification. For Archer, I only spoke to one of the conditions that they recently passed within their FAA certification.
It makes me cringe listening to business experts talk about a topic they nothing about - in this case aeronautics. I have worked for one of the topic EVTOL companies and can tell you for certainty the technology is decades away. The problem is simply the weight of the batteries and inherent redundancy. Battery technology has been basically flat since its invention. The current battery systems are simply not good enough and there is NO technology on the horizon that looks like it will bridge the gap. On top if this when these EVTOLS fail, they fail catastrophically. When a plane or helicopter has an all engine out scenario they can still carry out a controlled landing - EVTOLS cannot. What amazes me is the amount of money from SPACs that know nothing about the engineering but are still willing to invest billions. Totally crazy.
I have an aeronautics background, and you are welcome to look me up. Links are in the description. Please feel free to drop your LinkedIn profile so we can see your expertise. Have you seen an evtol fail catastrophically? I ask because Archer and Joby are designed to glide. From everything I've been able to observe, the batteries can meet the need for short form flights that are launching in the next 2 years. Even Xpeng is going live soon. These craft aren't planning on 500 miles. I want to provide as much facts as I can.
Yes, totally crazy. With current battery technology and allowing for 25 to 30% efficiency for a modern gas turbine engine batteries are about 12 times heavier than JetA1 for the equivalent amount of energy needed to propel an aircraft. EVTOL's are decades away with the current progress in battery technology. No one is talking about the certification time lines either. Once battery tech is getting to be only 2 to 3 times heavier than JetA1 then it's time to be think about looking at EVTOL's. Until then put your money into developing battery technology. P.S. I know this isn't a EVTOL but it is relevant. I believe Tecnam have stopped development on their electric aircraft. One reason being battery life. The high charge and discharge rates required reduce battery life to uneconomic levels.
Eve has the biggest backlog of all competition 2,800 pre-orders. And is backup by, Rolls Royce, BAE Systems & Porsche. The electric motor will be produced by Nidec , the biggest producer of electric motors on the world! I would put my money on Eve!
There must be law & regulation for this to become mainstream , adoption rate will be slow because of the cost and market follower attitude on the technology at initial stage
For piloted versions it's the same rules and laws that helicopters abide by. If, and when, they moved to full automation then it will definitely require a lot more regulation.
Waiting on batteries to improve is a lot like waiting for solar to improve, foolish. At 150 mile range, these first customer potential products are good enough and will simply get better. And the batteries can be replaced after manufacturing if the magic happens. The impediment is first regulation and then, for profitability, customer acceptance of flying without pilots. By 2030, this could be growing rapidly.
I may be wrong, but I don't think that any of these companies have actually put people in their machines. Kind of heard to have confidence in their technology if they themselves don't
That is a great question. There's a few other companies that I excluded, and it merely came down to time. I figured if the video did very well, I would do an expanded version to include those others. But sadly the video isn't doing wonderful, and there's a lot of people that are very hesitant about the concept. Me personally I think it's cool. I'd love to tour one of the plants once they're up and running, and definitely use the service especially when I fly into New York or San Francisco.
If I were to design an eVTOL I would base it on the aircraft in the movie Avatar where there are 2 ducted fans mounted close in to the fuselage instead of many heavy motors powering their fans which act as gyroscopes and are mounted all the way out from the fuselage on a long , flimsy moment arm .
I really don't see it. There is so much to do building the car/ big battery/dojo super computer/FSD/solar panel/insurance/robot/power utility/power wall business, it becomes ridiculous to add a niche product.
I'm okay with that. I can't win them all. But I appreciate your comment. Sometimes, it's okay to be misunderstood. Which happens to be a leadership principle at Amazon. And when I was working there, I recall telling my coworkers about Tesla, and electric cars. They all looked at me, and said "I just don't see it." And now I'm retired while they're still working. But as I said, I'm okay being misunderstood. And I'm also okay making mistakes. Thanks again.
@@BusinessWithBrian Thanks for the reply. Not meant as a criticism at all Brian. I'd love to live in a world with flying cars but I'm probably too old to see that, (which is what I thought about EVS : ) . Don't take the comments seriously, it can be upsetting as there seem to be far too many bitter basement dwelling keyboard warriors.
The only way the government will ever allow flying cars is if the flight controls are all completely in government hands. In other words in get in and give the address to the computer and Air traffic control plots your course among existing air traffic and it will merge you into the traffic to your destination. They will never allow the general public access to fully autonomous flying cars otherwise. Any thing flying that is not under Air traffic controls direction will automatically be hunted down by police and the user tagged with a huge fine and probably the confiscation of the vehicle. They of course will justify this as a public safety measure. In other words they will not sell such cars until they upgrade existing Air traffic control systems to handle personal flying cars and such a system is not even being researched in the United States by any government agency that I am aware of. If you know of research and development into a control system that can handle millions of individual commuters in real time I would love to hear about it.
@@BusinessWithBrian You dont want this loud rich people toy flying over your head all day. And Tesla killed a lot of people with FSD, dont forget that. Its just another nonsense the world doesnt need but some people think its a good idea, so invest in it. Throw your money after it. LOL
@@BusinessWithBrian I would find it logic that it will not be allowed to fly over private estate with a flying car if the owner doesnt allow it. Accidents and such nasty stuff not even mentioned. Just imagine that stuff screaming over your house by the hundreds...and its the rich people who can afford this, not the average person. And Tesla just exists because of rich fanboys and high risk investors, not normal people. Tesla may go bancrupt at the moment people pull out their money for several logic reasons.
All the videos are fake. The weight to capacity ratio is the problem. Evs have a short range. Do you wont to fly 5 min in samting that can fly for 6 min. You nead 10 times better batteries for EvTOL
@@BusinessWithBrian ok what are you gaining….airport to airport or I love this vertaport to vertaport……they really missed Sweet spot certification alone will kill em and we have helicopters…an engineer as I criticized said you gotta start some where This remind lil like fisker car founder bankrupted all have home in Montana left with millions..the only viable solution is from ur immediate location to your destination faster…….these are huge undertakings with little solution…there’s better way
Tesla is the next Tesla. Stop trying to find "the next Tesla" just because y'all are salty because you failed to see the future in 2019, when you are repeating the same mistake again right now.
Or, maybe some of us found Tesla 10 years ago and made a lot of money. And I, for one, want to keep repeating that result. There's a reason I retired at 46. I'm going to keep looking for the high value, high potential companies. If others want to see where it leads, then stick around.
Sorry, but i'm confused by your comment. What scams? I'm also confused because you used two negatives in your sentence with regards to doubt, and aren't. Which based on logic, your sentence asks if I would remove comments of people that believe these are not scams. But in trying to answer some of your question, In the bylaws for leaving comments for my channel, I state If anyone is overtly aggressive, uses malicious language, scammers, or makes threats in any way, then I will remove them and their comments from my channel. And they are typically reported to RU-vid. Does that answer your question?
We can't even get Level4 autonomous driving in 5yrs... there is ZERO chance they will have flying cars within 3-5 years. It will take 20 years+ for federal, state, and local government regulations established. You ruined your credibility with this pie in the sky video.
I disagree. As I spoke to each company, I stated for each one where they would have a dedicated pilot. That's no different than a helicopter. In time they're looking to have it so that it is automated. But I didn't give any detail on when that would occur.
@@BusinessWithBrian What did you expect them to tell you... that they'll continue to burn cash for the next 15-20 years before they'll sell their first mass production unit? Of course they are going to give you an overly optimistic timeframe for adoption. Automakers have been trying to crack self driving cars for 10 years, and we are prob 10 years away from L5... and that's 2D. You add flight, 3D, that makes it exponentially more complicated. There is minimal government analysis, testing or regulation for any flying cars today... and is it reasonable to think they can fast track in five years?
Please, you can continue to lie to yourself, but we saw this winter how the electric cars did or should I say didn’t function with no infrastructure to charge them and then bursting into flames yeah, I want to be a few hundred feet off the ground when something like that happens Technology is wonderful but we are years away from making it safe . and you’re not going to convince the sheepel. On this one, would I like to see flying cars? Yes, but not with electric only but of course I don’t buy the lie about global warming, and that man is the reason it’s All about cycles
Absolute nonsense. I recommend you do a little more analysis the reality of energy density, airspace rules, and the reality of dynamically unstable vehicles in windy and low visibility conditions. DO NOT put your money here.
Thanks for your opinion. Please share all of your resources and links to your facts that state otherwise. I'm all for sharing differing opinions. But please support them with facts.
I wish you well with that. I'm guessing you lose more in a week than the average person too. Investments of every kind go up and down. But genuinely, I hope it works out well for you.
Joby has been the worst stock as I have lost 1/3 of it already. It has been at $5 for a year so I have no idea what this know nothing is talking about.
Sounds like you bought it in July last year, when it was at its peak. I don't recommend buying stock at their highest highs. But as I lay it out in the video, these companies will see their day of high growth once they are operational.
@@BusinessWithBrian No I bought it at about 7.5 a couple of years ago. I should have sold it when it hit 10.25 then bought it back again since it has been sitting at 5 for over a year now as I stated. Joby is way ahead on an actual integrated business plan and has received FAA certification for the correct (CFR 14 Part 135) to carry passengers which puts it way ahead of any of the others. I just do not get why the stock does not move. Something is up behind the scenes and it is very disappointing. There is a real issue as far as the business model issue with the market segment. It is going to be very, very hard to "sell" people on the price of using the service against the potential profitability in the same way that NY Helicopters found when they tried to make a helicopter service work back in the late '60s.
@@superbmediacontentcreator To ease your concerns. JOBY has few institutional investors in it. It's mostly retail. Big players are waiting for JOBY to receive the greenlight for commercial operations. Once that happens? Then we'll likely see a big move. Then a monster move once they begin turningva profit.
@@bronxishomenomatterwhereig3149 I hear you and know what you're saying but more like the FAA to figure out the various requirements for pilot licensing and so forth. Joby already received their part 135 for passengers more than a year ago. There is a good case to be made for the inability of the sector to ever make a profit. I think that the first tier needs to be corporate block buys as a perk and benefit at some level or another. You can't book for $200 a seat and the return flight is a deadhead. The margins are very tight. a helicopter is about $400 an hour for 4-5 passengers. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-wMz7_JIzXys.html
@@superbmediacontentcreator Yeah but the aircrafts themselves have not completed the 5 stages of testing to gain certification for commercial use. JOBY has become the first to begin stage 4 testing. Which I believe by years end they'll be done and on schedule to launch in 2025. I've been DCA in for a couple of months now since late 2023. I'm confident in JOBYs leadership and engineers. The UAE signed a deal to have JOBY operating in their cities. Partnership with Delta etc. I get your concerns though. Nothing's guaranteed. But scared money don't make money. Based on what I've researched and learned? I'm willing to be on JOBY and continue to DCA in .
@@BusinessWithBrian They're the only company that proved they're capable of scaling up commercially. Every affluent consumer will buy one and they're licensed in both the U.S.A. & EASA both while they're sprouting up simultaneously globally. They're superior in every way nonetheless methodically tested for the safety needed to ensure that dominance world wide
@phdonme1 0 seconds ago So I need to travel a hundred miles from my house and I want to book a trip on one of these. How does this work? My HOA is probably going to ask questions too after my neighbor's call and say a helicopter is landing on the street in front of their house. Because they definitely wouldn't allow me to own one of these things here How is that going to be presented to them. it would agro my neighbors for sure. Explain how this is better than an Uber Don't forget also allegedly Tesla's going to have robo taxis all over the place. And these companies are already 3 to 5 years behind. How are they going to capture market share and overcome the initial cost of production? Because just a single instance of something going wrong would cause that entire sector to lose support.
Please take a moment and think of existing infrastructure. Is this how you would operate a helicopter? Would you keep it at your house? Unless you live in the country, it would be at an airport. There will be a large market of people that would choose a 10 minute flight from JFK to downtown Manhattan versus an hour's drive. Same is true for San Francisco to Napa. I'm not here to convince anyone of anything. But 14 years ago, I was having this same conversation with friends about Tesla. Food for thought.
@@BusinessWithBrian That already exists and it's a helicopter The company is called fly blade And it's actually a 5-minute trip for 195.00 So you're telling me this form of transportation is slower than fly blade. And they're going to have to compete with 195.00 price point. From a company who is already logged tens of thousands of hours. Interesting business strategy They're also going to have to build their own helipad because that company doesn't share any helipads with anybody. So tell me how this is going to be profitable. Lot of infrastructure to build out Having to match a very cheap price point It will travel there in twice the time that the competition does.
Can't take you very seriously if you don't even know that Cathie Wood does not have an "s" at the end of her last name. en.wikipedia.org/wiki/Cathie_Wood
