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“lithium ion cell and pack costs per kilowatt-hour have come down dramatically … Energy density is the biggest lever on range.”
@Not Boring
Li-ion density crossing the aviation viability line opens a high-ASP cell market that pure-play AMPX captures.
AMPXLONG@ $20.02
$9.69-51.59%
since call Jun 8
“many people I know primarily drive a Tesla with HW 4 because of FSD … such a step change in ease of use that they can't live without it.”
@Not Boring
Tesla self-driving and FSD adoption is the de-facto standard buyers can't live without
TSLALONG@ $395.99
$313.75-20.77%
since call Jun 8
peak +0.8%
“Archer closed Phase 3 of its own certification process in April, is flight testing Midnight nearly every day at Hawthorne Airport in LA…”
@Not Boring
Archer is flight-testing daily and building Stellantis-backed capacity for 650 units a year by 2030
ACHRLONG@ $5.61
$4.64-17.38%
since call Jun 8
“EHang's cost structure is high. … ground ops, low utilization, and vertiport overhead add layers of economic difficulty.”
@Not Boring
EHang's air-taxi economics stay weak with a tiny fleet, high ground ops, and vertiport overhead
EHSHORT@ $7.90
$5.06+36.00%
since call Jun 8
peak +37.9%
“Existing acreages and remote destinations become more valuable. Over several product generations…”
@Not Boring
Real estate inside expanded flight radius re-rates as 200-mile drives become 45-min flights.
JOBYLONG@ $9.43
$7.17-23.94%
since call Jun 8
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