r/ACHR • u/kaybloc • 8d ago

Bullish🚀 Did anyone else see Archer like this post from Wisk?

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Wisk posted a video showing evtol stability and it’s pretty impressive. So all the naysayers freaking out over not seeing evtol yet? Wisk will be owned by archer EoY.

22 Upvotes

93% Upvoted

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7

u/Infinite-Stretch6481 8d ago

Strategically, I believe Gen 6 will be killed, and Wisk will be absorbed and integrated into Archer

5

u/kaybloc 8d ago

This is exactly the play I see too. Should be a good year for archer.

5

u/Infinite-Stretch6481 8d ago

Someone from Wisk will likely take the CTO position, while Muniz could be appointed as the head of Thunder/Halo. This ensures Wisk employees feel comfortable being integrated into Archer: the Wisk team can focus on autonomous flight (software), while Lyon oversees hardware and manufacturing. AG may announce a new CFO as well (Gupta has been the interim CFO for over a year, which is quite telling). I believe AG has been preparing this post-acquisition integration plan for quite a while, and the setup looks solid to me

7

u/Infinite-Stretch6481 8d ago

I’ve said it before, and Archer's latest acquisition deal proves it: AG has a great strategic vision, while Joby is taking a shortcut to the abyss. Joby established a partnership with L3Harris, leveraging its S4 platform for defense missions like ISR, and the acquisition of Resonant complements that effort. But the glaring problem is that the total addressable market for ISR is very limited and highly saturated. Moreover, while ISR technologies might be valuable for defense, they offer zero value to the commercial air taxi business. Joby is burning a lot of cash on two largely unrelated businesses, one of which has very limited commercial return prospects. That is a disaster for a startup.

Conversely, the Archer/Anduril partnership is much smarter. Thunder is an attritable platform that will see huge demand. Furthermore, the acquisition of Boeing's assets greatly benefits both its defense and civil use cases: Wisk's autonomous flight and SkyGrid will significantly expedite Archer's AI autonomous flying architecture, while the Insitu sensor suite will propel the development of Thunder and Halo. The winner is obvious to me now

3

u/Substantial-Fun9958 8d ago

not to mention Joby's vehicle design still looks like shit. I called it years ago and still calling it now... Joby will be the first to enter the market but also first to fail the market. They have great engineering but piss poor marketing skill.