EVTOL
topic on 7 shows · 13 statements across 9 episodes
Innovators & Investors 
American Optimist 
My First Million 
Sourcery 
Catalyst 
the Green Blueprint 
All-In
13 statements about EVTOL, every show
Bevirt: eVTOL aircraft can compress two-hour commutes to ten minutes
“It's you know, being able to take a trip that, that, you know, takes you half an hour on the ground and turn into a five or 10 minute trip, you know, and sometimes, sometimes you're replacing a two hour trip because you've got traffic.”
Goldstein: Municipalities will loosen helipad rules for safer eVTOLs
“That being said, this is a safer platform than what already exists, helicopters, so I think there'll be a lot of loosening of that because it's just increasing safety to something they already do.”
Goldstein: eVTOL is FAA's first new category in 60 years
“This is the first new category that's been created by the FAA in 60 years.”
Brehm: The eVTOL market will consolidate around Joby, Archer, and Vertical
“There's Joby there's Archer that are US-based, there's Vertical which is UK-based. I think those are your top three, and the way I see it is it's very synonymous to take COVID vaccines, right? You have your Moderna Pfizer, J&J, maybe a little bit of Novavax, b…”
Brehm: Commercial eVTOL deployment is definitely happening within 15 years
“And when you look at the institutional VC backing and these legacy players like United, American, Delta that are actively investing in this, it tells you that this is very much going to happen in the next 15 years.”
Brehm: Avoid direct eVTOL makers; invest in aviation-adjacent infrastructure
“Now, as an investor, I wouldn't touch it, because I think there's going to be a lot of saturation, there's going to be a lot of M&A activity, but where I would go, where no one is really talking about, is what are the infrastructure adjacent things to aviation…”
Bevirt: Doubling battery density roughly triples eVTOL flight range
“Well, it's even more than that because you hold a lot of the energy and reserve for contingencies. You don't need to increase the amount of reserve that you hold. And so if you double the energy in the battery, you're actually probably getting three times the …”
Bevirt: Joby Aviation successfully flew a full-scale aircraft prototype in 2017
“When we flew the full scale in, in 2017 and we were able to show both to ourselves and everyone else that we were, that we could build an aircraft with That was incredibly quiet, that had redundancy, that had unprecedented performance.”
Smith: eVTOL is the first new FAA aircraft category in nearly 80 years
“They started approving these electric Vertical takeoff and landing companies, the EV tool companies, and again, that was in the news, but what wasn't covered as much was the fact that this was the first new category of aircraft in nearly 80 years”
Goldstein: Commercial eVTOL launches will begin internationally before the US
“I think it's, to me, super clear this does not start in the U.S. I really think it starts internationally.”
China will iterate on eVTOLs faster due to forward-leaning regulations
“The regulatory pathway there is more forward-leaning, I think, as Adam pointed out. And I think you're gonna see more, more rapid iteration, iteration.”
Gallucci: eVTOLs target taxi replacement rather than airline emissions
“Well, with the eVTOLs that you brought up, those are so interesting because they're kind of not, at least at this stage in their development, they're not going after the emissions from passenger air travel. They're kind of trying to create a new segment of avi…”