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![tb_travis Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::115800646.png) Let's Talk Joby [@tb_travis](/creator/twitter/tb_travis) on x 1729 followers
Created: 2025-07-15 01:46:20 UTC

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 no other company  does. Marina has already proven it can produce aircraft to a safety level where we now have those aircraft (5), routinely completing flawless VTOL w/ transition flight, with pilots onboard.  Dayton won’t be rushed until it makes sense imo


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944936539907096883/c:line.svg)

**Related Topics**
[quarterly earnings](/topic/quarterly-earnings)
[joby joby](/topic/joby-joby)
[$joby](/topic/$joby)

[Post Link](https://x.com/tb_travis/status/1944936539907096883)