eVTOL

also referred to as: evtols

3 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jun 23, 2025 by David Brehm · across every show →

Everything said about eVTOL, oldest first

Jun 23, 2025 bullish

Prediction Open · timeframe Jun 2040

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.”

David Brehm Jun 23, 2025 ▶ 11:49 Venture Investing in Mobility + Tech with University of Michigan’s Early-Stage Zell Lurie Commercialization Fund

Jun 23, 2025 bullish

Prediction Not checkable as stated

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…”

David Brehm Jun 23, 2025 ▶ 11:12 Venture Investing in Mobility + Tech with University of Michigan’s Early-Stage Zell Lurie Commercialization Fund

Jun 23, 2025 bearish

Insight

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…”

David Brehm Jun 23, 2025 ▶ 12:01 Venture Investing in Mobility + Tech with University of Michigan’s Early-Stage Zell Lurie Commercialization Fund

eVTOL

Everything said about eVTOL, oldest first

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