Jul. 3 at 3:06 PM
Interesting value gap forming here.
An
$UBER ride to the Hamptons used to be around
$200. Now it’s pushing ~
$600 depending on timing and traffic… and you’re still sitting in 3–5 hours of highway congestion.
Meanwhile, a Blade helicopter ride used to be
$2,000+. Now it’s down to roughly
$965 for ~30 minutes in the air, with a completely different experience.
That gap between “ground inefficiency” and “air mobility premium” is starting to compress fast.
And with Blade now effectively sitting under
$JOBY, you can see where this is heading as eVTOL scales over the next few years.
Curious how pricing dynamics evolve once air mobility starts competing at scale 😎
I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.
