Is Joby the Future of Transportation?

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let’s Talk Joby to break down the business model behind Joby Aviation and the broader eVTOL landscape.

This is more than just flying cars it's an entire tech and infrastructure stack.

From aircraft manufacturing to consumer apps, software platforms, and vertiport networks — where will the real value accrue?

We cover:

• Why manufacturing might get commoditized
• The risk/reward of owning the consumer relationship
• Platform potential if Joby owns the software layer
• Vertiports as the underrated competitive advantage
• How Blade and Archer are approaching the market
• What history tells us about margins and defensibility

Whether you're long, short, or just curious about air mobility, this one dives deep.

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Hosted by:
Sean Emory — Founder & Chief Investment Officer, Avory & Co.
https://www.avory.xyz

Guest:
Travis Brooks — Operator & creator of Let’s Talk Joby

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Disclaimer
This presentation is for informational purposes only and does not constitute an offer, recommendation, or solicitation to buy or sell any security. Past performance is not indicative of future results. All opinions expressed are as of the date of recording and are subject to change without notice. Any securities discussed may or may not remain in the portfolio. Please consult with a licensed financial advisor for personalized investment advice.

© 2025 Avory & Co. All rights reserved.
Unauthorized use, reproduction, or distribution of this content is strictly prohibited.

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