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What the podcasts are saying about
ACHR
In-depth coverage
4
Mentions · 7d
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Mentions · 30d
5
Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 08:10
Federal fast-tracking accelerates eVTOL commercialization
“A supportive regulatory environment and federal fast-tracking are accelerating the commercial launch timeline for electric vertical takeoff and landing (eVTOL) aircraft in the United States.”
Core thesis · 5/5Verify in source →
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 04:30
eVTOLs offer order-of-magnitude safety over helicopters
“The bull case for eVTOL aircraft is that their multi-rotor, highly redundant designs eliminate single points of failure, making them structurally safer than traditional helicopters.”
In depth · 4/5Verify in source →
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 06:45
Defense drones represent a high-margin eVTOL market
“The investment thesis for eVTOL developers includes a massive defense opportunity via low-cost, autonomous, 'attritable' aircraft that protect expensive manned assets.”
Substantive discussion · 3/5Verify in source →
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 12:15
Retail investor communities sustain deep-tech funding
“Highly liquid retail investor communities, such as those on Reddit, provide a more resilient and long-term capital base for capital-intensive deep-tech companies than traditional institutional channels.”
Explored · 3/5Verify in source →
4 JULMASTERS IN BUSINESS · 01:15
Deregulation as an underpriced corporate tailwind
“The guest argued that deregulation accelerates time-to-market, lowers compliance costs, and boosts corporate profit margins, representing an underpriced investment theme.”
Core thesis · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION