Rainbow flags aside, we are once again at the precipice of something surreal happening in society: FLYING FUCKING TAXIS.
When Elon Musk came out with the EV concept — I recall with clarity how everyone said you could never replace the combustion engine. The same was said about autonomous vehicles. And now the same is being said about evTOL. As of now, there are only a few major players: JOBY, ACHR and LILM are at the top of my radar. But there are other ways to play it that is unclear now.
Geolocation mapping in the sky!
Presently I could only find $NN is a player in the space but I am sure plenty others will enter the fray. One thing is for certain in all of this: the major winner will be and continue to be UBER. They have the brand moat, the infrastructure in place, and ability to manage through ups and downs. If I had to guess at which $50b+ market cap company can become a $1 trillion name inside a decade, my guess would be UBER.
Like with my TSLA holdings, I will soon begin monthly purchases of UBER.
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10y yield FLYING off the handle now. Prepare for collision.