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@tb_travis "Remember back in April 2023 a crucial announcement between $JOBY and Toyota specifically mentioned San Carlos(📸). Then in May 2025 a press announcement introduced a new name for the partnership: $JOBY 🤝 Toyota Strategic Manufacturing Alliance Marina = Composites Overall Aircraft Production San Carlos = Battery Packs Powertrain and Actuation components Dayton (old usps) = Producing conforming Aircraft parts supporting Marina + expansion Dayton Land = Future home of XXX aircraft/year Scaled Manufacturing Facility. Total site is XXX acre with space for X million sq/ft of manufacturing"
@tb_travis on X 2025-07-22 14:22:33 UTC 1782 followers, XXX engagements

"@mi_loluluna Well we have ourselves a predicament Why would you suggest the above information as if it were true but if you open the $ACHR Q1 2025 shareholder letter from May 2025 you will not find a single picture of ARC interior or exterior 🤨"
@tb_travis on X 2025-07-15 02:00:55 UTC 1783 followers, XXX engagements

"The topic of competitors planting and pushing misleading and false stories about Joby was addressed. JoeBen said its surprising the ridiculous attack vectors used but that the team isnt phased just laser focused on the actual work required to achieve certification and G2M"
@tb_travis on X 2025-06-05 21:02:33 UTC 1779 followers, XXX engagements

"Clip of @live_munro speaking to @joeben about the $JOBY propeller design & technology during his Jun 2024 visit "This right now is probably less than a kilo.I'm really impressed" -Sandy Munro"
@tb_travis on X 2025-07-23 03:56:24 UTC 1785 followers, 1786 engagements

"In Apr 2023 $JOBY and @ToyotaMotorCorp made an announcement. At the end of the press release there was an inconspicuous reference to "Aero Asahi". 🚨 Guess who just changed their name to "Aero Toyota Corporation" three weeks ago "To mark the 70th anniversary of the company's founding Aero Asahi we have decided to change the company name to clarify stronger cooperation with Toyota" 🧶"
@tb_travis on X 2025-07-21 14:21:24 UTC 1780 followers, 4901 engagements

"The guidance from $ACHR as of Feb 2025 was that up to XX Midnight aircraft will be produced by EOY 2025 from the ARC facility. Recent July interview with $ACHR CEO on @FutureFlightAIN says: There are several aircraft that are about to come off the line"
@tb_travis on X 2025-07-14 14:18:18 UTC 1774 followers, 1440 engagements

"The team at $JOBY is world class extremely smart people working on real world solutions to real world challenges. Remember the Joby patent where they can fine tune the propellers acoustic signature while airborne. Very helpful if youre playing with the idea of a cityscape mode that can dampen the signature depending on flight environments or utilizing cityscape blades for certain markets Jobys proprietary propeller design and technology another benefit of vertical integration 🧠"
@tb_travis on X 2025-07-22 16:09:09 UTC 1779 followers, XXX engagements

"That is $JOBY s Head of Government Policy Greg Bowles directly next to @SecDuffy at #OSH25 Greg is an extremely smart individual and integral piece of the certification work for the company. When I say the @jobyaviation team is World Class 💪🧠"
@tb_travis on X 2025-07-23 17:15:49 UTC 1785 followers, 2855 engagements

"Vertical Integration has it's perks. $JOBY"
@tb_travis on X 2025-07-21 06:41:27 UTC 1771 followers, 3511 engagements

"@NickMyCarGuy @ArneLutsch and I covered this previously also speaking about the other key $JOBY ties to Dayton and certain DoD related facilities nearby"
@tb_travis on X 2025-07-22 20:08:41 UTC 1782 followers, XXX engagements

"@edmofish This arrangement is spelled out in the 8-K showing deeper insights of the robust Joby & Toyota Partnership. Toyota will have access but $JOBY holds the IP"
@tb_travis on X 2025-07-22 04:38:44 UTC 1774 followers, XXX engagements

"Quick yet very insightful X min interview with Greg within this post from #OSH25 The signs are there $JOBY"
@tb_travis on X 2025-07-23 19:35:30 UTC 1785 followers, 1583 engagements

"JoeBen is well known for being extremely measured with his words. Take note when you hear him discuss scaling on the @AmOptimistShow to 1000s of $JOBY planes (over time ) with Toyota The signs are there 😎"
@tb_travis on X 2025-07-21 04:36:16 UTC 1780 followers, 5232 engagements

"The $JOBY 🤝 @ToyotaMotorCorp Strategic Manufacturing Alliance is going to surprise alot of people"
@tb_travis on X 2025-07-15 15:12:37 UTC 1784 followers, 5151 engagements

"According to 2025 YTD shipping records for $JOBY they've received 80000 lbs of equipment ➡ 60000 lbs of that was from SK Telecom alone There's been X shipments including one that shipped $JOBY N542JX back from South Korea to USA after the Dec 2024 Korea K-UAM Grand Challenge test flights. So what's inside the other X of X containers from SK. 🫣"
@tb_travis on X 2025-07-23 00:44:01 UTC 1785 followers, 3919 engagements

"Joby has been showcasing their engineering and manufacturing capabilities since the first full-scale demonstrator was delivered in 2017 Here's a breakdown of @jobyaviation's entire S4 fleet (7 aircraft) from 2017 through 2024. $JOBY🧵"
@tb_travis on X 2025-01-21 08:18:10 UTC 1785 followers, 22.7K engagements

"$BLDE in Monaco for F1 🏎 this weekend w/ their helicopter by-the-seat offering between NiceMonaco. Now imagine as things transition to eVTOL with noise no longer an issue and increased 🔋🔌 infrastructure the use cases are almost endless. 👉 @wiesenthal has always maintained that eVTOL would evolve into the long term plan at $BLDE as the transition from current equipment to eVTOL occurrs"
@tb_travis on X 2025-05-25 22:47:29 UTC 1769 followers, 3636 engagements

"Imagine watching this video then finding out theres over 80000 millionaires living in Dubai and betting against $JOBY 🫣"
@tb_travis on X 2025-07-09 14:52:04 UTC 1783 followers, 4441 engagements

"@kingtutcap $JOBY 🤝 Toyota Strategic Manufacturing Alliance"
@tb_travis on X 2025-07-21 20:57:24 UTC 1771 followers, XXX engagements

"From my $ACHR research I could only find these X pictures from Dec 2024 that show the interior of the ARC manufacturing facility in Covington GA. Can someone point me to additional photos that show it actually being built out"
@tb_travis on X 2025-07-14 14:18:18 UTC 1774 followers, 6610 engagements

"$JOBY already has their initial composite manufacturing stood up within the Pilot Production facility in Marina. As of Q4 2024 alongside their Toyota colleagues XX% of the Joby composite components being produced were already fully confirming (aligned w/ TC specs)"
@tb_travis on X 2025-07-19 21:22:42 UTC 1774 followers, 5426 engagements

"Pretty interesting branding from Toyota at #OSH25 Big activation space w/ a unique emblem design With the $JOBY aircraft placed at the Toyota booth Yet $JOBY also has their own booth Plus the Aero Toyota Corporation 🧩 on July 1st Don't mind me 😎"
@tb_travis on X 2025-07-22 15:34:53 UTC 1785 followers, 2454 engagements

"$JOBY s headline today wasnt even the biggest news Theyve now significantly improved what I call the F2F Rate (Factory to Flight) How significantly you ask Just a modest 12x improvement 😜 Q4 2024 F2F = X months Q3 2025 F2F = X week The signs are there"
@tb_travis on X 2025-07-15 14:56:19 UTC 1761 followers, 10.3K engagements

"The $JOBY S4 isn't a drone electric helicopter airplane or rendering Designed by a world class team over the last 16+ years this is an extremely sophisticated future-generation aircraft with over 40k miles flown.and commercial air taxi service on the horizon 🛩 🔋 ⚡"
@tb_travis on X 2025-07-13 14:34:12 UTC 1763 followers, 3847 engagements

"From the $JOBY Q4 2024 Shareholder letter regarding their current facility: ✅ They have capacity to make a full aircraft's worth of parts per month ✅ Over XX% of the composite components produced on the manufacturing lines are fully conforming (📸) In parallel a 2024 approval document from a clean tech grant shows $JOBY 's new Marina expansion plans also include their San Carlos facility something not widely reported Probably nothing.🧶"
@tb_travis on X 2025-07-22 14:22:32 UTC 1785 followers, 2406 engagements

"Toyota having a mockup of the $JOBY Marina facility back in Japan to help review refine and improve all pieces of the manufacturing processes Its not like that could be beneficial beyond Joby in Marina and Ohio yeah it definitely wouldnt help Toyota inform and prepare for potentially standing up their own scaled eVTOL manufacturing facility in Japan for S4 aircraft. Yeah probably not important at all 😎"
@tb_travis on X 2025-07-21 20:56:43 UTC 1775 followers, 4655 engagements

"Great conversation on eVTOL from the recent 2025 Paris Air Show $JOBY: Beginning to see acceleration with stage X progress JoeBen excited about build progress on their TIA Flight Test aircraft Beginning to get FAA Test Pilots trained $JOBY $BETA $ACHR $WISK"
@tb_travis on X 2025-07-02 21:09:13 UTC 1771 followers, 8903 engagements

"@PaulBrinkmann bringing the goods again with this article on $JOBY Details matter🧐"
@tb_travis on X 2025-07-22 04:54:08 UTC 1774 followers, XXX engagements

"A new form of mobility is about to be unlocked on a global scale what a time for the $JOBY team With passengers flying onboard in the next XX months they're about to deliver on the promise of quiet clean electric flight with their revolutionary S4 aircraft"
@tb_travis on X 2025-07-17 17:12:15 UTC 1764 followers, 7506 engagements

"$ACHR released earnings in February and May. Not sure the April reference. But in the Q4 2024 letter accompanying the February earnings call there is this page referencing ARC. Only the two circled photos actually show ARC the other photos are recycled from Salinas. You can watch the Sandy Munro Archer Salinas visit and see those exact same stations. Also see the crazy lights in ceiling of ARC notice they arent in the other photos. Details matter"
@tb_travis on X 2025-07-15 01:26:29 UTC 1776 followers, XXX engagements