Bob Treemore

@TheEVTOLFan I will be eVTOLing the living crap outta those central FL nodes.

eVTOL Vertiport Signals Most People Miss Vertiport scaling isn’t linear. Think of it this way: Florida DOT lists 4 launch nodes = 6 possible nonstop route pairs for an OEM like $JOBY. Grow it to 10 nodes = 45 possible route pairs. That’s +39 new route links and 7.5x more possible route pairs thanks to Metcalf's law.

@oliwalkerjones $RTP shareholders will receive first invites to fly, right? Congrats.

Here we go…!!! $JOBY

@the_mister_mack When it re-hits $15, I’d like to see this again with broader marks (ie: >10k)

For the $JOBY and investors how may shares do you hold across all accounts?

Several states already have ,or are currently producing, business plans for eventual AAM. These are in addition to the national AAM strategy framework: CA, TX, MI, FL, NC, NY, GA, OH. All are good reads. $JOBY

@JoTrader4 Agree. I see the rather inevitable eVTOL short-haul future which makes it fun to follow. But slowly building aircraft, especially in a non-sales model like Joby...well, BE seems a far way off (with any of the players). Animal spirits is the only wildcard.

@BobTreemore $JOBY This never had a path for me considering the story. Don't see the catalysts here to make it pop any time soon. Best case scenario for me would be consolidation sideways IF it holds here on support/resistance. Time and opportunity cost my concerns. My 2 cents

I'm a holder of Joby before it was $JOBY - IYKYK. That said, I've yet to see a numbers breakdown of their path to profitably, even BE, despite us knowing production ramp figures. Do investors fear (including myself), true math & length of time. Has anyone taken a stab?

@Alidina @JeffMacke @mylesgrote It's a puzzle. Apart from the Row, which was a late-COVID hangover release, and the easily forecasted ill-fated Guide, I struggle to find any attempt at innovation or positive growth-enhancing change of path from the company over four+ years. There's just no fire or inspiration

@JeffMacke @BobTreemore @mylesgrote 100% accurate. Was an active more than once a day user and now I’m like where can I sell this stuff at? Why punish loyalty with increased subscription cost? Dumb af

I don't think $PTON had a good Q. Really solid FCF, Margins, and AEBITDA. BS is fixed, but riding that wave is over now. They have to reignite growth. Stern basically said, "We don't have any new meaningful growth plans for 12-18 months". Need to cut SBC and introduce a stock repurchase program until it's clear they have new growth levers. Otherwise, shorts are going to absolutely dominate this thing, especially in a tape like we've had recently. Trading ~4x AEBITDA is just stupid.

@JeffMacke It was the only NFL game I watched in its entirety in 15 years. With the reminder, I may watch it again, tonight.

Packers - Bears playoff game was the most streamed NFL game in history. Despite the Packers being dogshit.

@jobyaviation Someone help me understand how this is a unique & marketable capability that isn't replicated by remote-flown drone technology which has been in existence for decades.

Unlocking the future of logistics with the U.S. Air Force.🇺🇸 With autonomy in the spotlight, we're revisiting a defining moment from last year: our participation in the REFORPAC exercise. Why is autonomy critical for expanding aviation utility? ⚡️ Efficiency: Introduces operations without crew repositioning and most rest limitations. 🗺️ Access: Expands service to smaller airports where pilot availability is limited. 🛡️ Safety: Allows operations in high-threat environments without putting pilots at risk. Watch as we control the aircraft in Hawaii from a ground station thousands of miles away in Guam. 👇

@PeloBuddy As always, I wish PTON and their mission the best. However, with his statement alone, I sense no change in the force.

Peloton CEO Peter Stern recently published his first-ever annual letter to shareholders, in which he outlined his vision for Peloton in 2026 & beyond, including some of the areas the company will focus on. #Peloton #OnePeloton #PelotonBike #PelotonTread pelobuddy.com/annual-letter-…

@tb_travis @L3HarrisTech It's mildly interesting that SMG recently added the Joby S4-T variant to their AAM Reality (Cargo) Index -- without a MIL asterisk.

Quote from the @L3HarrisTech CEO about the $JOBY S4-T hybrid variant: ✅ ALREADY flying today ✅ Planning DoW exercises in 2026. “We are rapidly evolving from concepts to physical hardware in DIRECT support of the US Army’s acquisition strategy…” $JOBY FLYING > buying

@JohnNosta @nanox_vision @CathieDWood My earliest shares date back to 2020. I wish I could just understand why it has taken, and is taking, so long.

🚨It amazes me that so many people fail to realize the power and value of a digital x-ray source! Buckle up... @nanox_vision @CathieDWood $NNOX

@the_mister_mack @ArcherNightfall While I’m a $joby investor, there is no evidence FL or Desantis have stated a platform presence. The gov did say he sat in a craft in Paris (ACHR). ORL to TPA corridor is perfect for eVTOL either way. SunTrax test center is between the two and LKL is making accommodations now.

@ArcherNightfall You know $JOBY has been testing at the FDOT test track right.

$ACHR Super Bowl Will Be In Miami At Some Point - Archer Can Take That Too - Governor Desantis sure the hell ain't letting Joby Have It.

I miss the days when PTON was good, or even bad. Several years of indifference is stagnatingly a bore.

@snitkovskiy @PeloBuddy @onepeloton PTON and Siri are about the same age. Both appeared to have bright, limitless futures. But today, we still have PTON and Siri ;)

@BobTreemore @PeloBuddy They are the slowest “tech” company in the connected fitness space. No names like fight camp have come out with more updates to hardware and software. There are millions of paying customers eager to spend money if they could just release stuff incrementally @onepeloton

Peloton has its sights set on broadening its role in members’ wellness journeys, with plans to expand offerings in nutrition and hydration. #Peloton #OnePeloton #PelotonBike #PelotonTread pelobuddy.com/more-nutrition…

@snitkovskiy @PeloBuddy In defense of the article, I think PTON is likely being the click-baitor. There's 1001 ways PTON could implement this that would be pro-company, not pro-member. The fact that they haven't more more fully disclosed their approach is a bit sketch, TBH.

@BobTreemore @PeloBuddy This article is total click bait. It offers no actual information on what $PTON is planning to do in the space.

@ARK_Funds On what metric is Archer leading the eVTOL charge?

Electric vertical takeoff and landing (eVTOL) aircraft could transform urban mobility. Archer Aviation $ACHR is leading the charge. Gain exposure to Archer with $ARKQ. Holdings, subject to change: ark-funds.com/funds/arkq

@naglerouge Interesting. They did outsource some of their prior gaming dev to outside studios. I think PTON-zwift would be fun, so hopefully they're just refining their in-house focus to core competencies and letting others do stuff they don't need to. Good find.

@BobTreemore just checked out LinkedIn. Looks like most of the people who were part of developing the gamification (ie unity engineers and art directors) were laid off in July. Does this mean my hope for a Zwift like competitive offering (as opposed to classes) is off the table?