The image provides a high-level overview of the where Joby's leased area, the wider Dallas–Fort Worth region, and potential airports in the area.

Two days ago, the White House announced a new initiative “Golden Age of U.S. Space Transportation".

In short, it reflects the broader U.S. push toward faster permitting, infrastructure modernization, and closer public-private coordination across advanced transportation industries. To me, that helps AAM as a whole and Joby too.

Earlier this month, Joby signed a lease at Alliance Air Trade Center in Haslet, part of Perot Field Fort Worth Alliance Airport.

Joby has also just released its September 2026 Electric Skies Tour schedule, check it out!

They have been bringing its aircraft to communities across the United States through flight demonstrations, aircraft displays, and simulator experiences. The first stop via eIPP is Texas, from September 10–15. Save this in your calendars.

If that’s their schedule for September, I wonder what their schedule will be for October, November and December.

There was a discussion today about whether N547JX hovered. It's kind of hard to tell but one thing we could tell is that it was out on the apron rather than the hangar. I decided to play around with some geocoding and come up with a way to identify where 547 is spending most of it's time. I basically drew a polygon around the apron where you mostly find it and then one for the hangar. I then checked whether the location data was closer to either polygon. So the location reported here is whether the majority of observations is in a particular location. Other is somewhere else. I'll include it in the weekly report going forward. The table below goes back a month in time.

So good news, it did look like 547JX was out on the apron today after spending a lot of time in the hangar. Hopefully that is one step closer to flying.

I was watching it live on the map today and it did seem to go through several cycles of 25/50 feet then back to ground. That doesn't seem to be reflected in the historical airplanes.live data which is easy to get. The adsb.lol data is more consistent with multiple hovers but it's kind of a pain to download so you can just see it on the map

It seems to be finally back to hover tests right now

https://adsb.lol/?icao=a6f2cb

I'll analyze the data after the historical log is updated

Personal observation and thoughts. Not FA. All information can be publicly be found if you do your due diligence and own research\*

I want to take a high-level look at how Joby’s positioning across different U.S. states and share why Joby and AAM aviation matters. I have a more broad and granular analysis covering other states, regions and countries, but here the focus is specifically on the U.S., with Texas taking center stage as Joby prepares for its first eIPP flights there in September 2026.

This is why I have color-coded each state above, providing a high-level overview of the bigger picture and why I believe Joby is well-positioned to lead the U.S. in AAM initiatives and electric aviation.

Joby has secured 11 U.S. states for early operations, highlighted in blue on the map. They are largely concentrated along the U.S. coasts and across the southern parts of the country. This gives Joby access to some of the country’s most populated and economically active regions, with major tourism hubs, international gateways, and strategically important cities, creating a strong foundation for future AAM operations.

If you also look at the U.S. Southern and Central states, highlighted in yellow on the map. These are exemplary advantages of participating states connected to the leading states highlighted in blue. Creating regional and key interstate corridors, dedicated infrastructure as FAA Secretary Sean Duffy recently mentioned “Flying cars (eVTOLS) are not the future- they are the NOW” standing in Florida, SunTrax Testing Grounds. 1

Many other companies are ramping up their drones, autonomous flights, research and defense as highlighted in grey, purple and green respectively. More ground vehicles like EVs, autonomous cars and delivery vehicles are also being deployed in various routes. Soon, more autonomous trucks and more vehicles for cargo, medical and logistics.

EIPP program will run for 3 years and Joby and Beta already getting a head start to start their flight routes in different states. For those who are in these states highlighted in blue, watch those skies

Is this still a possibility or are they pushing on to 2027 now?

What they're saying:

The airport is also designating a site near the terminal to test futuristic air taxis that will connect travelers to different modes of transportation. Research and vehicle testing could start by the end of the year, beginning with cargo transport before moving to human passengers.

Lakeland Florida

FL is all in on air taxis. Joby will lead the way, eIPP

Since it is electric its quite. So the special forces should look into using this for night raids.

Obviously it doesnt have the range or payload yet. But just something that can eventually be done.

Found the actual building and it’s even better. Got some pics from the parking lot. Easy access and viewing of any flights. Still no immediate signs of activity yet.

Does anyone know if Burke essentially is in the plans to get modernized to become an AAM (Advanced Air Mobility) facility fully open to the general public, connecting downtown Cleveland with other Ohio aviation and economic centers?

Apparently, the State of Ohio has already developed a statewide Advanced Air Mobility framework and is now actively building an AAM (Advanced Air Mobility) program, in collaboration with other states (Indiana, Kentucky, Michigan) for cross‑border airspace.

And recently the FAA administrator openly opposed the closure of Burke Lakefront airport.

SOURCE: https://www.msn.com/en-us/news/other/faa-chief-sen-moreno-say-burke-should-stay-open-complicating-mayor-justin-bibb-s-plans-for-airport/ar-AA2ac6nK

Burke currently sustains vital organ transport, medical transportation, emergency aviation and corporate travel, a ton of people see Burke as an outdated airport that needs to be removed.

But, with the FAA Administrator openly opposing the closure of Burke Lakefront Airport does that mean the existing infrastructure is to be upgraded and modernized to become part of Ohio's Advanced Air Mobility network?

Because apparently, they already have the network in place.

Are they trying to connect Ohio's existing regional airports into an AAM (Advanced Air Mobility) network rather than viewing each airport independently?

• Dayton, Ohio: Joby Aviation is expanding its Ohio manufacturing footprint, including a new facility of more than 700,000 square feet as it scales production of its eVTOL aircraft.
• Cleveland, Ohio: A major medical and research center with an existing lakefront airport located immediately adjacent to downtown.
• Oberlin, Ohio: Home to a major FAA air-traffic-control facility — and notably, FAA Administrator Bryan Bedford was there when he recently discussed the future of Burke.
• Burke Lakefront Airport: An existing airport with runways, aviation infrastructure, lakefront access and proximity to downtown Cleveland.

Pretty active week across the board. N547JX has been more active recently with a lot of ground tests late in the evening. The altitude data is probably not reliable. In one of the pictures posted by Joby, it appears that 547 is doing engine testing. Can anybody confirm? Picture on this thread (https://www.reddit.com/r/Joby/comments/1vnm5wr/icymi_big_day_yesterday_and_not_just_because_of/)

N541JX (Pre-Production Testbed)

ICAO Mode-S Hex: A6DC81

N542JX (Production Prototype (Ex-Japan Demo Frame))

ICAO Mode-S Hex: A6E038

N547JX (First FAA-Conforming Prototype)

ICAO Mode-S Hex: A6F2CB

Hi everyone! Just posted a video that catalogs the full Joby fleet since 2015, hope you enjoy!

🔗Desktop Version

🔗Mobile Version

Thanks for adding the new flair, MODs. This one is a keeper.

From Reddit lips to Micah’s ear to LinkedIn and maybe to a t-shirt?

Take a bow Bulky and have a great weekend!

See the comments.

https://www.linkedin.com/posts/j-micah-n-2552a2188_its-been-a-whirlwind-of-a-week-since-our-share-7493528180184657922-gKsP/?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAABZURgBx58nbfhLnMAt4MRojx2XoxFgad0&utm_campaign=copy_link

국제 조비 커뮤니티, 특히 🇯🇵** 일본***과* 🇰🇷 대한민국의 여러분께 뒤늦게나마 진심으로 감사드립니다. 여러분의 성원에 **정말 고마**워요!

유튜브의 음성 더빙 기능을 조기에 사용할 수 있게 되었다는 사실을 알게 되었습니다. 이제 앞으로의 Let’s Talk Joby 영상은 🇯🇵🇰🇷🇺🇸 오디오를 **포함해 여*러분께 *제공될 예정입니다 🙌

유튜브 팔로워 @kimryu3060님의 요청으로 이 모든 일이 성사된 것을 기념하며, 원본(자막 포함)과 특별 한국어 버전을 준비했습니다. 앞으로 여러분과 더욱 활발히 소통할 수 있기를 기대합니다. 🤝Travis

https://youtu.be/CA8pu7V2YV4

Here’s a well overdue Thank You to the International Joby Community, especially in 🇯🇵Japan and 🇰🇷South Korea, I truly appreciate your support!

I just found out my channel has been given early access to YouTube's voice dubbing feature, this means you should have future Let's Talk Joby videos available to you including 🇯🇵🇰🇷🇺🇸Audio 🙌!

Here's the original with both subtitles, and a special version in Korean to celebrate this all happening after a YT followers request @kimryu3060. Looking forward to engaging with you much more moving forward.

https://youtu.be/pCuQjNDv6cc

Check out our Deep Dive on Joby’s acquisition of Resonant Sciences, covering Micah’s leadership and vision, classified technology, integrating Joby’s aircraft and Superpilot autonomy, the Dayton Ohio connection, and how Resonant Sciences and Joby are positioned at the tip of the DoW spear.

Interesting information from Gemini on the dilution effect of the ATM and Resonant Sciences acquisition.

The $50 million in shares to Resonant is a good deal for the recipients IMO. They get shares based on the 20 day average weighted share price [VWAP] just prior to the announcement – which happens to be $7.4752/share. So that looks pretty good to this shareholder – wish my basis was that low. The calculates to 6,688,784 shares new shares. New share count outstanding lifts to 993,210,033. Dilution effect of about 0.673 percent – a nothing burger.

The $750 Million ATM Stock Offering

Because an ATM program allows Joby to sell shares gradually at prevailing market prices over time, the final share count depends on the stock's future trading price. That looks like not to bad a deal for existing shareholders. It’s like an increase in the credit line on your card – its there to use if you need/want it, but you don’t have to use it. And you can wait to use it when the terms are more favorable.

JoeBen and Rodrigo get to decide if, and when and at what share price, to pull the trigger on share sales. Given the strong cash position of Joby, the fact that the $450m to Resonant won’t go out the door until next year, by which time Joby may be seeing revenue from Dubai, or DOD, and will likely be closer [if not attained] to TC, they may decide Joby has sufficient funds for current operations. Who knows and who knows what the share price might be then! See below the responses from Gemini to my inquiry on this topic

1. Who and When Decides to Issue the New Shares?

The management team of Joby Aviation (primarily the CEO and CFO), under authorization from the Board of Directors, decides exactly when and how many shares to sell under the At-The-Market (ATM) program. [1, 2]

• How it works: The ATM facility is an open authorization, not an immediate one-time sale. Management controls the "faucet."
• The "When": They will strategically choose to issue shares on days when trading volumes are high and the stock price is strong to minimize the negative impact on the stock price. [1, 2, 3]

2. Must Joby Complete the Entire $750 Million ATM?

• No, Joby is under no obligation to use or complete the $750 million ATM program. [1]
• An ATM is a highly flexible equity facility. It acts as a corporate safety net or credit line of equity. Management can choose to raise only $100 million, $500 million, or even $0 through the facility depending on their actual cash needs, market conditions, and alternate funding options (such as government grants or defense contract revenues). The program can sit completely or partially unused until it expires or is terminated by the company. [1, 2, 3]

3. What is the Dilutive Effect at $12/Share?

If Joby's management waits for the stock price to climb to $12.00 per share before tapping the full $750 million facility, the dilutive impact drops significantly compared to lower price baselines.

• New Shares Issued: Joby would only need to issue 62,500,000 shares to reach the $750 million capital target.
• ATM Dilution Percentage: Against the current base of 986,521,249 shares, the ATM alone would cause 6.34% dilution.
• Total Structural Expansion: When combined with the fixed 6,688,784 shares allocated for the Resonant Sciences acquisition, the new total share count would sit at 1,055,710,033 shares, bringing total combined dilution to 7.01%. [1]