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# ![@tb_travis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::115800646.png) @tb_travis Let's Talk Joby

Let's Talk Joby posts on X about $joby, integration, arc, $achr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::115800646/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::115800646/c:line/m:interactions.svg)

- X Week XXXXXX +71%
- X Month XXXXXXX +98%
- X Months XXXXXXX +2,340%
- X Year XXXXXXX +16,611%

### Mentions: XX [#](/creator/twitter::115800646/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::115800646/c:line/m:posts_active.svg)


### Followers: XXXXX [#](/creator/twitter::115800646/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::115800646/c:line/m:followers.svg)

- X Week XXXXX +8.80%
- X Month XXXXX +39%
- X Months XXXXX +243%
- X Year XXXXX +564%

### CreatorRank: XXXXXXX [#](/creator/twitter::115800646/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::115800646/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::115800646/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [travel destinations](/list/travel-destinations)  XXX% [technology brands](/list/technology-brands)  XXX% [finance](/list/finance)  XXX% [luxury brands](/list/luxury-brands)  XXX% [automotive brands](/list/automotive-brands)  XXX%

**Social topic influence**
[$joby](/topic/$joby) #7, [integration](/topic/integration) 4.4%, [arc](/topic/arc) 4.4%, [$achr](/topic/$achr) 4.4%, [dubai](/topic/dubai) #1366, [$uber](/topic/$uber) 3.3%, [delta](/topic/delta) 2.2%, [swag](/topic/swag) 2.2%, [spacex](/topic/spacex) #115, [$jobys](/topic/$jobys) XXX%

**Top accounts mentioned or mentioned by**
[@arnelutsch](/creator/undefined) [@chriswaggoner2](/creator/undefined) [@jobyaviation](/creator/undefined) [@kentabor](/creator/undefined) [@michael4065](/creator/undefined) [@evtolhub](/creator/undefined) [@hntrbrkmedia](/creator/undefined) [@zalewski93751](/creator/undefined) [@h2flyofficial](/creator/undefined) [@seandavid](/creator/undefined) [@researchitgg](/creator/undefined) [@maccabeus2023](/creator/undefined) [@rabbimusk69](/creator/undefined) [@themistermack](/creator/undefined) [@eallison](/creator/undefined) [@jddurkin](/creator/undefined) [@cheddar](/creator/undefined) [@hanyang_02](/creator/undefined) [@achr1247197](/creator/undefined) [@reindsummit](/creator/undefined)

**Top assets mentioned**
[Joby Aviation, Inc. (JOBY)](/topic/$joby) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Toyota Motor Corporation (TM)](/topic/$tm)
### Top Social Posts [#](/creator/twitter::115800646/posts)
---
Top posts by engagements in the last XX hours

"@_SeanDavid As promised in the conversation with Sean heres some context and a link to some of the $JOBY and $UBER work behind market analysis and node development"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945289290377826751) 2025-07-16 01:08:03 UTC 1699 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944940207876268502) 2025-07-15 02:00:55 UTC 1708 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1930731996181123571) 2025-06-05 21:02:33 UTC 1711 followers, XXX engagements


"Great conversation with @_SeanDavid covering the past present and future for $JOBY and its place in the exciting eVTOL sector Full convo 🔗"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945263078297186600) 2025-07-15 23:23:53 UTC 1708 followers, 3955 engagements


"Tune in today at 3:25pm EDT to hear $JOBY CEO JoeBen speak at the @reindsummit 💪"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945515061532889561) 2025-07-16 16:05:11 UTC 1716 followers, 2289 engagements


"Grok is estimating the new $JOBY aircrafts tank is 200kg capacity. Context: The $JOBY S4 hydrogen electric hybrid aircraft already flew 500mi w/ a 40kg tank. 4hr 45min endurance. IF IF Groks tank size estimate is even close to accurate this new aircraft could potentially have an endurance capacity of 20+ hours and 2500+ miles* 🤯 *Not factoring any efficiency gains for new propulsion design 📸 Credit: @hntrbrkmedia"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944761112651805094) 2025-07-14 14:09:15 UTC 1694 followers, 5730 engagements


"Progress + Action speaks much louder than words 💪 $JOBY partner @Skyports_Infra making big strides in Dubai"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945498831694750063) 2025-07-16 15:00:41 UTC 1716 followers, 4493 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944763390544490545) 2025-07-14 14:18:18 UTC 1710 followers, 1400 engagements


"It's hard for people to fathom the opportunity that a fleet of $JOBY aircraft and vertiport/airport nodes will unlock in a given market especially leveraging the Uber and Delta investments plus app integration w/ Jobys ElevateOS. Opportunity doesn't mean "Easy". Managing a network of 100s/1000s of aircraft Pilots Flight Ops Ground Ops Infrastructure etc. will be challenging for every eVTOL company including Joby. That's why $JOBY is already using their proprietary ElevateOS software to operate a "simulated" air taxi service internally for employees utilizing their Cirrus aircraft to refine as"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945286637023355249) 2025-07-16 00:57:30 UTC 1716 followers, 9900 engagements


"The $JOBY 🤝 @ToyotaMotorCorp Strategic Manufacturing Alliance is going to surprise alot of people"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945139446799597745) 2025-07-15 15:12:37 UTC 1714 followers, 5098 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1881617269526306825) 2025-01-21 08:18:10 UTC 1714 followers, 21.6K engagements


"One of the worlds leading aerospace companies invested💰in technology to enable them to land at slower speeds because the result was 2000 additional landing opportunities/locations. Imagine what $JOBY is going to unlock with the agility and performance of eVTOL flight"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945659251835437369) 2025-07-17 01:38:08 UTC 1716 followers, 2874 engagements


"Imagine watching this video then finding out theres over 80000 millionaires living in Dubai and betting against $JOBY 🫣"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1942959947500646911) 2025-07-09 14:52:04 UTC 1714 followers, 4381 engagements


"In Oct 2024 the FAA enacted new operating rules governing new emerging eVTOL aircraft. As a leader in the sector $JOBY's aircraft design was already compliant. X Highlights: Joby Pilots will be trained and certified using real world flight training via S4 aircraft w/ single flight controls alongside expanded training using high-fidelity flight simulators from CAE XX minutes of energy reserves required when flying VFR (visual flight rules) and XX minutes for IFR (instrument flight rules). *Any electric aircraft not capable of VTOL flight must follow more strict rules for reserves similar to"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944760487167578264) 2025-07-14 14:06:46 UTC 1707 followers, 1760 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944763387495280728) 2025-07-14 14:18:18 UTC 1708 followers, 6508 engagements


"@eallison and the $JOBY teams work is both integral on the software side AND the operations side💪🧠 The expertise is unmatched built upon the Uber Elevate pedigree this team is World Class"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1943479760387981584) 2025-07-11 01:17:37 UTC 1693 followers, XXX engagements


"We recently discovered $JOBY has increased planned capacity for the expansion in Marina not to XX as originally announced but XX aircraft per year. Since $JOBY will focus Dayton to just crank out parts for Marina not full aircraft after the earnings call we should hear more about reasonable capex estimate on Dayton and its role for 2026. Parts or full aircraft Building out greenspace or just using USPS bldg Hard to estimate capex now until knowing if we can optimize Marina vs buildout Dayton asap as production ramp will be methodical slow and steady. Joby has optionality on manufacturing that"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944936539907096883) 2025-07-15 01:46:20 UTC 1693 followers, XXX engagements


"$JOBY's Data Advantage + Vertical Integration Using a "Design-Build-Test-Learn" (DBTL) feedback loop Joby continues to leverage their sector leading data for: 🦾 Improving Design & Manufacturing 🖥 Optimizing Pilot Training Simulators Operational Efficiency w/ ElevateOS"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944120880315215916) 2025-07-12 19:45:12 UTC 1703 followers, 2331 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945135345093501213) 2025-07-15 14:56:19 UTC 1714 followers, 10.2K engagements


"@_SeanDavid Heres a follow up to one of the questions about vertical integration for $JOBY and why 👍"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1946223680951894031) 2025-07-18 15:00:59 UTC 1716 followers, XXX engagements


"Its important to know whos leading a company as an investor. Heres a great article to give you some in-depth background about the $JOBY Founder @joeben Moral of the storyNever stop chasing your childhood dreams 🤙"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1946228034433900783) 2025-07-18 15:18:17 UTC 1716 followers, 1874 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944405002702803212) 2025-07-13 14:34:12 UTC 1716 followers, 3727 engagements


"@michael4065 @KenTabor But once theyre certified thats a big 🍑 The $JOBY S4 flying VTOL with transition flight with pilots onboard in several countries now thats"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1943502691939815464) 2025-07-11 02:48:44 UTC 1699 followers, 1757 engagements


"$JOBY is in good shape with cash moreover the market is showing plenty of appetite for Joby and the sector but in principle they have enough cash today through 2026 🧠💰 Closing Q1 XX Cash= $800M + $250M Toyota 2nd tranche incoming Annual Cash Burn: 2024: $450M 2025 forecast: $520M 2026 forecast: $600M *est"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944781295306879378) 2025-07-14 15:29:27 UTC 1714 followers, 4470 engagements


"Excited for this weeks conversation with @ArneLutsch discussing: $JOBY and their Certification Progress Tune in tomorrow👍"  
![@tb_travis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945492569661841876) 2025-07-16 14:35:48 UTC 1716 followers, 1140 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1945894329530089590) 2025-07-17 17:12:15 UTC 1716 followers, 6678 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::115800646.png) [@tb_travis](/creator/x/tb_travis) on [X](/post/tweet/1944931543220400143) 2025-07-15 01:26:29 UTC 1688 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@tb_travis Avatar @tb_travis Let's Talk Joby

Let's Talk Joby posts on X about $joby, integration, arc, $achr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXX +71%
  • X Month XXXXXXX +98%
  • X Months XXXXXXX +2,340%
  • X Year XXXXXXX +16,611%

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +8.80%
  • X Month XXXXX +39%
  • X Months XXXXX +243%
  • X Year XXXXX +564%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% travel destinations XXX% technology brands XXX% finance XXX% luxury brands XXX% automotive brands XXX%

Social topic influence $joby #7, integration 4.4%, arc 4.4%, $achr 4.4%, dubai #1366, $uber 3.3%, delta 2.2%, swag 2.2%, spacex #115, $jobys XXX%

Top accounts mentioned or mentioned by @arnelutsch @chriswaggoner2 @jobyaviation @kentabor @michael4065 @evtolhub @hntrbrkmedia @zalewski93751 @h2flyofficial @seandavid @researchitgg @maccabeus2023 @rabbimusk69 @themistermack @eallison @jddurkin @cheddar @hanyang_02 @achr1247197 @reindsummit

Top assets mentioned Joby Aviation, Inc. (JOBY) Archer Aviation Inc. (ACHR) Uber Technologies, Inc. (UBER) Toyota Motor Corporation (TM)

Top Social Posts #


Top posts by engagements in the last XX hours

"@_SeanDavid As promised in the conversation with Sean heres some context and a link to some of the $JOBY and $UBER work behind market analysis and node development"
@tb_travis Avatar @tb_travis on X 2025-07-16 01:08:03 UTC 1699 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 Avatar @tb_travis on X 2025-07-15 02:00:55 UTC 1708 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 Avatar @tb_travis on X 2025-06-05 21:02:33 UTC 1711 followers, XXX engagements

"Great conversation with @_SeanDavid covering the past present and future for $JOBY and its place in the exciting eVTOL sector Full convo 🔗"
@tb_travis Avatar @tb_travis on X 2025-07-15 23:23:53 UTC 1708 followers, 3955 engagements

"Tune in today at 3:25pm EDT to hear $JOBY CEO JoeBen speak at the @reindsummit 💪"
@tb_travis Avatar @tb_travis on X 2025-07-16 16:05:11 UTC 1716 followers, 2289 engagements

"Grok is estimating the new $JOBY aircrafts tank is 200kg capacity. Context: The $JOBY S4 hydrogen electric hybrid aircraft already flew 500mi w/ a 40kg tank. 4hr 45min endurance. IF IF Groks tank size estimate is even close to accurate this new aircraft could potentially have an endurance capacity of 20+ hours and 2500+ miles* 🤯 *Not factoring any efficiency gains for new propulsion design 📸 Credit: @hntrbrkmedia"
@tb_travis Avatar @tb_travis on X 2025-07-14 14:09:15 UTC 1694 followers, 5730 engagements

"Progress + Action speaks much louder than words 💪 $JOBY partner @Skyports_Infra making big strides in Dubai"
@tb_travis Avatar @tb_travis on X 2025-07-16 15:00:41 UTC 1716 followers, 4493 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 Avatar @tb_travis on X 2025-07-14 14:18:18 UTC 1710 followers, 1400 engagements

"It's hard for people to fathom the opportunity that a fleet of $JOBY aircraft and vertiport/airport nodes will unlock in a given market especially leveraging the Uber and Delta investments plus app integration w/ Jobys ElevateOS. Opportunity doesn't mean "Easy". Managing a network of 100s/1000s of aircraft Pilots Flight Ops Ground Ops Infrastructure etc. will be challenging for every eVTOL company including Joby. That's why $JOBY is already using their proprietary ElevateOS software to operate a "simulated" air taxi service internally for employees utilizing their Cirrus aircraft to refine as"
@tb_travis Avatar @tb_travis on X 2025-07-16 00:57:30 UTC 1716 followers, 9900 engagements

"The $JOBY 🤝 @ToyotaMotorCorp Strategic Manufacturing Alliance is going to surprise alot of people"
@tb_travis Avatar @tb_travis on X 2025-07-15 15:12:37 UTC 1714 followers, 5098 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 Avatar @tb_travis on X 2025-01-21 08:18:10 UTC 1714 followers, 21.6K engagements

"One of the worlds leading aerospace companies invested💰in technology to enable them to land at slower speeds because the result was 2000 additional landing opportunities/locations. Imagine what $JOBY is going to unlock with the agility and performance of eVTOL flight"
@tb_travis Avatar @tb_travis on X 2025-07-17 01:38:08 UTC 1716 followers, 2874 engagements

"Imagine watching this video then finding out theres over 80000 millionaires living in Dubai and betting against $JOBY 🫣"
@tb_travis Avatar @tb_travis on X 2025-07-09 14:52:04 UTC 1714 followers, 4381 engagements

"In Oct 2024 the FAA enacted new operating rules governing new emerging eVTOL aircraft. As a leader in the sector $JOBY's aircraft design was already compliant. X Highlights: Joby Pilots will be trained and certified using real world flight training via S4 aircraft w/ single flight controls alongside expanded training using high-fidelity flight simulators from CAE XX minutes of energy reserves required when flying VFR (visual flight rules) and XX minutes for IFR (instrument flight rules). *Any electric aircraft not capable of VTOL flight must follow more strict rules for reserves similar to"
@tb_travis Avatar @tb_travis on X 2025-07-14 14:06:46 UTC 1707 followers, 1760 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 Avatar @tb_travis on X 2025-07-14 14:18:18 UTC 1708 followers, 6508 engagements

"@eallison and the $JOBY teams work is both integral on the software side AND the operations side💪🧠 The expertise is unmatched built upon the Uber Elevate pedigree this team is World Class"
@tb_travis Avatar @tb_travis on X 2025-07-11 01:17:37 UTC 1693 followers, XXX engagements

"We recently discovered $JOBY has increased planned capacity for the expansion in Marina not to XX as originally announced but XX aircraft per year. Since $JOBY will focus Dayton to just crank out parts for Marina not full aircraft after the earnings call we should hear more about reasonable capex estimate on Dayton and its role for 2026. Parts or full aircraft Building out greenspace or just using USPS bldg Hard to estimate capex now until knowing if we can optimize Marina vs buildout Dayton asap as production ramp will be methodical slow and steady. Joby has optionality on manufacturing that"
@tb_travis Avatar @tb_travis on X 2025-07-15 01:46:20 UTC 1693 followers, XXX engagements

"$JOBY's Data Advantage + Vertical Integration Using a "Design-Build-Test-Learn" (DBTL) feedback loop Joby continues to leverage their sector leading data for: 🦾 Improving Design & Manufacturing 🖥 Optimizing Pilot Training Simulators Operational Efficiency w/ ElevateOS"
@tb_travis Avatar @tb_travis on X 2025-07-12 19:45:12 UTC 1703 followers, 2331 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 Avatar @tb_travis on X 2025-07-15 14:56:19 UTC 1714 followers, 10.2K engagements

"@_SeanDavid Heres a follow up to one of the questions about vertical integration for $JOBY and why 👍"
@tb_travis Avatar @tb_travis on X 2025-07-18 15:00:59 UTC 1716 followers, XXX engagements

"Its important to know whos leading a company as an investor. Heres a great article to give you some in-depth background about the $JOBY Founder @joeben Moral of the storyNever stop chasing your childhood dreams 🤙"
@tb_travis Avatar @tb_travis on X 2025-07-18 15:18:17 UTC 1716 followers, 1874 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 Avatar @tb_travis on X 2025-07-13 14:34:12 UTC 1716 followers, 3727 engagements

"@michael4065 @KenTabor But once theyre certified thats a big 🍑 The $JOBY S4 flying VTOL with transition flight with pilots onboard in several countries now thats"
@tb_travis Avatar @tb_travis on X 2025-07-11 02:48:44 UTC 1699 followers, 1757 engagements

"$JOBY is in good shape with cash moreover the market is showing plenty of appetite for Joby and the sector but in principle they have enough cash today through 2026 🧠💰 Closing Q1 XX Cash= $800M + $250M Toyota 2nd tranche incoming Annual Cash Burn: 2024: $450M 2025 forecast: $520M 2026 forecast: $600M *est"
@tb_travis Avatar @tb_travis on X 2025-07-14 15:29:27 UTC 1714 followers, 4470 engagements

"Excited for this weeks conversation with @ArneLutsch discussing: $JOBY and their Certification Progress Tune in tomorrow👍"
@tb_travis Avatar @tb_travis on X 2025-07-16 14:35:48 UTC 1716 followers, 1140 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 Avatar @tb_travis on X 2025-07-17 17:12:15 UTC 1716 followers, 6678 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 Avatar @tb_travis on X 2025-07-15 01:26:29 UTC 1688 followers, XXX engagements

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