The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 31 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
Goldstein: Going public via SPAC was definitely right for Archer
“And this was the right avenue for us for sure.”
Goldstein: Archer eVTOLs are safer, quieter, and cheaper than helicopters
“It's safer than helicopters. They're super quiet. They cost less.”
Goldstein: Archer Aviation partnered with Anduril to build autonomous military aircraft
“We do have a really strong partnership with Anderil. And so we've been building the new kind of autonomous, attributable aircrafts.”
Goldstein: Former Transportation Secretary Pete Buttigieg refused meetings with Archer Aviation
“I could not get a meeting with the former Secretary of Transportation.”
Goldstein: Archer's Georgia manufacturing facility will open later in 2024
“Our high-volume manufacturing facility in Georgia will open up later this year”
Tripling optimistic eVTOL projections would not match current helicopter volume
“So if you took all three of us, you took our most bullish estimates that we have and you triple them, we still would not even replace helicopters.”
Archer Aviation will launch international passenger flights in 2025
“I think pretty clearly there's a route to do this internationally next year. And so I think we'll launch with passengers next year.”
Goldstein: A Trump executive order is fast-tracking the eVTOL regulatory framework
“President Trump issued an executive order that was fast tracking the program through the regulators and really starting to create a platform for us to launch.”
Goldstein: Archer Aviation won exclusive flight partner rights for LA 2028 Olympics
“We won the exclusive for the L.A. 20 Olympics.”
Goldstein: Archer Aviation recently acquired LA's Hawthorne Airport
“We also recently bought the Hawthorne Airport, right, outside of LAX, to help give us a hub.”
Archer Aviation spent around $170M on Hawthorne Airport acquisition
“It's around one hundred and seventy million dollars for everything, including the FBO and all the real estate around it.”
Goldstein: Early eVTOL launch locations will likely include Texas and Florida
“I think it's probably going to be a lot of red states you'll see. So my guess is you'll see something in Texas. You'll probably see something in Florida. Maybe you'll see something in New York.”
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 fleets will scale to hundreds of aircraft in 5-10 years
“So you can start with maybe tens of aircrafts and then, you know, maybe over five, 10 years, you scale it up to hundreds of aircrafts.”
Goldstein: Archer Aviation has raised around $4 billion
“So we've raised around four billion dollars.”
Adam Goldstein expects to fly in Archer's eVTOL aircraft in 2026
“Later this year, that'd be my guess.”
Goldstein: LLMs will first bridge pilot-to-machine communications in aviation autonomy
“With the advancements of LLMs, it actually allows this interesting period of time where you can now communicate with a machine in a way you couldn't really before, and so there's this probably middle ground that happens where there's pilots talking to machines…”
Goldstein: Davos Attendees Are Obsessed With Potential U.S. Greenland Purchase
“And I will get asked that question in nearly every meeting. And I mean, literally, back in Silicon Valley, I, like, no one, I mean, yes, we've heard it on the news, of course, yes, of course, it's important, but people aren't talking about it on an every hour …”
Goldstein: Stellantis has invested nearly $300M in Archer Aviation
“Stellantis, the owner of Jeep, Ram, and Maserati, has invested nearly three hundred million dollars to date.”
United Airlines ordered up to $1.5B of Archer Midnight aircraft
“United Airlines has ordered up to one and a half billion dollars of midnight aircraft”
Adam Goldstein: eVTOL aircraft are mechanically simpler and safer than helicopters
“A helicopter is actually way more complex than what we're building. We're actually building a much more simplified version. Of what exists. It's safer. It's fully redundant.”
Goldstein: China has already certified two eVTOL companies
“There's two groups that are already certified there.”
Former FAA chief joined Archer; current chief came from an eVTOL startup
“Former FAA administrator Billy Nolan stepped down from his role, joined Archer. The new one, Mike Whitaker, came from an eVTOL company.”
Goldstein: Archer Aviation conducts flight operations in California and UAE
“So two core places we fly. One is in Northern California in the Bay Area. So we fly at a Salinas, the airport there, which is about 90 minutes south of the Bay Area, and then also in the UAE.”
Goldstein: Archer's aircraft uses 24 redundant motors for 12 rotors
“Yeah, there's actually redundant motors. There's actually 24, but we, for simplicity, call it 12.”
Goldstein: Archer's eVTOL aircraft can glide up to 10 miles
“We have a big fifty-foot wing, you can glide, the glide ratio is huge, you can get up to max 10 miles of glide, so you can do a lot of things here.”
Goldstein: The World Economic Forum in Davos discourages talk of defense
“There is another element where, you know, Davos is sort of a non-defense oriented. They don't like you to talk about defense here.”
Archer Aviation builds aircraft airframes while Anduril adds military systems
“We build the core aircrafts, and Andrel missionizes it, so think sensors or munitions, those kind of things.”