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JOBYBULLISHCore thesis · 5/5

Joby Aviation as an asymmetric Evital bet

The bull case made for Joby Aviation is that it is a well-capitalized leader in the Evital (electric vertical takeoff and landing) space, with commercialization imminent and an economic model that could disrupt urban and inter-island transport.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE