Archer Aviation

also referred to as: archer

24 statements across 3 episodes · 14 bullish · 5 bearish · 2 people on the record · first statement Sep 7, 2025 by Adam Goldstein · said 155 times in 20 episodes since 2024 · across every show →

Mentions by year

brought up most by Molly O'Shea (121), Adam Goldstein (22), Brett Adcock (8), Soren Monroe-Anderson (4)

tap a year for its mentions
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0815202420252026episodes it came up in
00157.53015202420252026episodesmentions per episode
2026 56 mentions in 7 episodes 8 per episode
2025 27 mentions in 1 episode
2024 72 mentions in 12 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about Archer Aviation, oldest first

Sep 7, 2025 negative
Assertion Not checkable as stated
Today's manual air traffic control cannot support scaled urban air mobility
“You couldn't do that today, even if we could put, deploy all the vehicles, because the way the air traffic control system is built is it's extremely manual. And that's created this sort of endless cycle of you know, manual you know, instructions to pilots, man…”
Adam Goldstein Sep 7, 2025 ▶ 25:58 The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
Sep 7, 2025 positive
Disclosure
Archer's Midnight eVTOL carries four passengers at up to 150 mph
“On the civil side, we're building a piloted plus four passenger vehicle. We call that midnight designed to fly up to a hundred miles, a 150 miles per hour.”
Adam Goldstein Sep 7, 2025 ▶ 2:32 The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
Sep 7, 2025 bullish
Assertion Partly supported
Archer reached piloted flight milestones in half the time of competitors
“And don't forget, we've done this in half the time as our competitors have done this. And so we have moved at incredible speeds. And when you look at it, when you kind of zoom in, it looks like we're at the same space, maybe we're ahead. But if you like zoom o…”
Adam Goldstein Sep 7, 2025 ▶ 12:42 The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
Sep 7, 2025 positive
Disclosure
Archer built a 100-acre Georgia factory to scale to thousands of aircraft
“Right outside of Atlanta, Georgia, there's this amazing town called Covington where we built a big factory on a hundred acres that's designed to scale upwards of thousands of aircrafts per year.”
Adam Goldstein Sep 7, 2025 ▶ 6:53 The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
Sep 7, 2025
Assertion Not checkable as stated
Usher personally requested Archer's aircraft for his Super Bowl promo
“People are like, oh, Archer bought an ad in the Super Bowl. That's not true. We did not. In fact, we did not pay money towards that. Usher wanted that in in the Super Bowl.”
Adam Goldstein Sep 7, 2025 ▶ 15:02 The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
Sep 7, 2025 bullish
Assertion Contradicted
Archer is the only major eVTOL manufacturer selling directly to airlines
“We're kind of the only game in town. Our competitor really wants to operate. And so if you want to buy aircraft, we're kind of the only game in town to really do that from.”
Adam Goldstein Sep 7, 2025 ▶ 22:05 The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
Jan 17, 2026 positive
Disclosure
Goldstein: Archer Aviation's primary defense partner is Anduril
“So our big partner in the defense industry is Andrel.”
Adam Goldstein Jan 17, 2026 ▶ 10:30 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 positive
Opinion
Goldstein: Archer could not have been built outside the US
“I don't think there's another country that you could do something like this in.”
Adam Goldstein Jan 17, 2026 ▶ 26:36 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 positive
Assertion Supported
Goldstein: Jim Cramer's constant attacks on Archer only increase public attention
“Like, Kramer has always hated us and just gashes us at every chance he can get. And in a way, it just brings more, almost like, attention to it.”
Adam Goldstein Jan 17, 2026 ▶ 19:33 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 negative
Insight
Goldstein: Full-stack eVTOL models are too operationally complex to be profitable
“So the challenge with being an OEM, and an operator, and, a demand aggregator, an infrastructure player, you know, a pilot training company, a maintenance company, that's a lot of stuff to do at once. It's very hard to actually build a real business that will …”
Adam Goldstein Jan 17, 2026 ▶ 31:20 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026
Insight
Goldstein: Airplane startups require at least $1 billion in capital
“To build airplanes, it's extremely expensive. You're not even in the game without a billion dollars. Because it takes a huge team for many, many years to really develop core technologies that can be safe, reliable, and ultimately, like, put into production.”
Adam Goldstein Jan 17, 2026 ▶ 13:46 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 negative
Assertion Not checkable as stated
Goldstein: Competitor weaponized the government by framing Archer engineer as a spy
“If, in America, I didn't think it was possible for a competitor to weaponize the government to come after you. And we saw that. It was unbelievable. It was you know, one of my engineers was set up to look like he was like a Chinese spy, and it was totally fake…”
Adam Goldstein Jan 17, 2026 ▶ 39:11 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 bullish
Assertion Supported
Goldstein: Retail investors frequently push Archer into NYSE top 10 volume
“But if you look at a volume traded throughout our stock, we will often be a top 10 most heavily traded stock on the New York Stock Exchange. That will happen all the time. That is because of the retail.”
Adam Goldstein Jan 17, 2026 ▶ 15:58 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 positive
Insight
Goldstein: Scaled electric engines enable multi-propeller redundancy in eVTOLs
“There are multiple sets of propellers, and the you know, ability for electric engines to be scaled really far down gives you an ability to build an aircraft with lots of redundancy, and that's what those multiple sets of engines propellers really represent.”
Adam Goldstein Jan 17, 2026 ▶ 23:39 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 positive
Assertion Supported
Goldstein: eVTOL is the first new FAA aircraft category in 60 years
“So you have a new platform that's really, it's like day one of that, first new category at the FAA in 60 years, and it's an opportunity to build a whole next generation of aviation.”
Adam Goldstein Jan 17, 2026 ▶ 7:58 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 positive
Assertion Supported
Goldstein: Archer Aviation is a 2028 Los Angeles Olympics sponsor
“Archer is the twenty-twenty-eight Los Angeles Summer Olympic sponsor.”
Adam Goldstein Jan 17, 2026 ▶ 45:01 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 negative
Assertion Not checkable as stated
Goldstein: Buttigieg refused meetings, but Sean Duffy meets with Archer monthly
“I literally could not get a meeting with Secretary Pete Buttigieg. I couldn't do it. He just wouldn't take the meeting. And so, I don't know if it just wasn't important to him or whatever his reasons were, but as soon as the new administration, the administrat…”
Adam Goldstein Jan 17, 2026 ▶ 4:59 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 neutral
Assertion Supported
Goldstein: Archer filed a 'Giraffa' trademark for its retail investor apes
“As a sort of a shout out back to the Archer Apes we did file a trademark under we called it a Giraffa and the people went nuts online because it was as if we're gonna name a plane Giraffa.”
Adam Goldstein Jan 17, 2026 ▶ 42:42 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 bullish
Prediction Not checkable as stated
Goldstein: Scaled air taxi networks will take 10 to 20 years
“So air taxi will happen over time. It's not gonna happen year one. It's probably not gonna happen year five, but it will happen by year 10, and it will certainly be scaled by year 20.”
Adam Goldstein Jan 17, 2026 ▶ 34:11 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 negative
Assertion Partly supported
Goldstein: Boeing sued Archer immediately after its public listing announcement
“So when you have an industry that's so heavily consolidated, they don't want new entrants. And so Boeing sued us instantly.”
Adam Goldstein Jan 17, 2026 ▶ 14:14 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 bullish
Prediction Partly held up
Goldstein: eVTOL aircraft will begin flying in US cities next year
“And so we came up with this concept around what they called the EIPP or eVTOL integration pilot program. And that was to allow these aircrafts to start flying in the cities in the U.S. As soon as next year. And so what they're going to do is they're actually g…”
Adam Goldstein Jan 17, 2026 ▶ 2:49 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026
Assertion Partly supported
Goldstein: Archer had only 50 employees when it announced going public
“So when we announced we were going public, we were actually 50 people.”
Adam Goldstein Jan 17, 2026 ▶ 13:15 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Jan 17, 2026 positive
Disclosure
Goldstein: Mubadala's early investment catalyzed Archer's expansion into the UAE
“Mubaba became an Archer investor. So they were an investor very early in sort of our public journey. And it was kind of kicked off a lot of the action in the UAE.”
Adam Goldstein Jan 17, 2026 ▶ 29:00 I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
Apr 30, 2026
Disclosure
Adcock: Eliminating casual socializing allows total focus on family and companies
“I decided, like, five years ago to, like, stop doing like the annual golf trip and stop doing like this person's in town. I haven't seen in 10 years. We need to go out to dinner. I just don't do that anymore. I spend all my time with family or my companies. Th…”
Brett Adcock Apr 30, 2026 ▶ 19:54 The $10 Trillion Bet on Humanoid Robots | Figure Founder Brett Adcock · Sourcery with Molly O'Shea
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