Apr. 6 at 3:36 PM
$ACHR Archer + Anduril are building a compact, AI‑enabled military VTOL for the U.S. Air Force under Agility Prime, while Joby is quietly building its own military‑certified eVTOL footprint with the DoD and NASA. Joby has already flown unmanned prototypes for the Air Force, is working on high‑speed, high‑endurance variants, and is deep into developing a militarized control stack for logistics, ISR, and special‑ops missions.
If the DoD greenlights these platforms as true programs, the run‑rate and valuation math on both
$ACHR and
$JOBY get a lot more interesting. Archer brings hybrid‑propulsion + defense‑focused Anduril autonomy, while Joby leans on high‑speed tilt‑rotor efficiency + advanced autonomy + early DoD/NASA validation.
Defense exposure + FAA‑certified platforms + cutting‑edge autonomy = a very different narrative than “just air taxis.” Dual‑use defense‑civil eVTOLs will be the next act
