The Ledger
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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…”
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…”
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 …”
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.”
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.”
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…”
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.”
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…”
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.”
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.”
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.”
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.”
Goldstein: Aviation manufacturing has not scaled since World War II
“We haven't really scaled aviation since World War II, and so it's going to be challenging to do that, but I think that's really the nut to crack that could determine the size of this”
Goldstein: China mandates commercial ships be built for military transport
“Yeah, so in China they have Made it mandatory that ships of a certain size have to be strong enough and fortified enough to be able to carry military assets as well as civilian assets.”
Goldstein: Archer Aviation's primary defense partner is Anduril
“So our big partner in the defense industry is Andrel.”
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.”
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.”
Trump issued an eVTOL executive order and Duffy announced Five Eyes deal
“You've seen that President Trump you know signed the executive order which had you know, big emphasis on on the eVTOL industry. Secretary of Transportation Sean Duffy you know, announced the Five Eye Agreement at the Paris Air Show a couple weeks ago”
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.”
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…”
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.”
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.”
Goldstein: Archer Aviation is a 2028 Los Angeles Olympics sponsor
“Archer is the twenty-twenty-eight Los Angeles Summer Olympic sponsor.”
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.”
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.”
FAA created Innovate28 to showcase scaled eVTOL flights at the 2028 Olympics
“So back in twenty-twenty-two, the FAA actually came out there and coined the term Innovate-twenty-eight, which was, we want the L.A. 28 Olympic Games to be the first time people see at scale one city show a lot of these aircraft. So think not just five or 10, …”
Goldstein: Archer had only 50 employees when it announced going public
“So when we announced we were going public, we were actually 50 people.”
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.”
Globally, there are only four primary regulatory agencies that certify new aircraft
“So if you want to certify a plane, there's not very many places to go. There's generally four places to go. You can go to the U.S. Through the FAA, you can go to Europe through YASA, you can go through ANAC in Brazil, And then you can go to Transport Canada.”