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I’m Thinking About “The Aerial Economy”

It's So Early

Good evening everyone, Happy Friday Jr. 

In case you missed it, I joined JC and Spencer yesterday on the Best Morning Show in Finance. It’s always a pleasure to speak with the crew. 

I also reconnected with my good friend, Brett Conrad on Godspeed TV to review Palantir’s earnings, Beta Technologies IPO, Tesla and much more. Speaking with Brett is the best. You don’t want to miss this. 

Onward… 

I’m thinking a lot about The Aerial Economy.

It’s early, but I envision a world where aviation plays a far greater role in transporting humans and goods. And it’s about time.

We want flying cars!

J. Storrs Hall, author of Where’s My Flying Car, talks about global economic stagnation and a lack of aviation innovation starting in the 1970s. Thankfully, we’re slowly coming out of this purgatory, as new solutions emerge.

Drones, for one. The U.S. let China dominate the drone industry for more than a decade. DJI is hands down the best consumer product on the market. However, our current administration wants to flip the script on this… time will tell.

Then there’s eVTOLsSupersonic FlightSub-Orbital Travel — and of course, Space fits into the fold.

But I want to reiterate, it’s so freakin’ early in The Aerial Economy. It will take years, maybe even decades, for this New World to fully form.

It’s abundantly clear that we need major infrastructure overhauls — 

Smarter skies. Automated air traffic systems that can manage thousands of drones, eVTOLs, and supersonic jets, all sharing the same invisible highways.

Autonomous flight. Aircraft that think for themselves. AI copilots making split-second decisions faster and safer than humans ever could.

Charging networks in the clouds. Rooftop pads, vertiports, and mid-city hubs powered by next-gen batteries and microgrids.

New materials. Lighter, stronger composites that make flight cheaper, safer, and more frequent.

Silent engines. Noise-reduction tech that keeps neighborhoods quiet even as the skies get busy.

Digital flight paths. AI-coordinated routes that adjust in real time.

Advanced propulsion technologies? Perhaps if we look hard enough, we may discover new propulsion systems once deemed “impossible.” Maybe 3I/ATLAS will share some insights… ;)

And of course, trust. Regulations, safety records, and cultural acceptance. The hardest infrastructure to build isn’t physical… It's belief.

If you’ve made it this far, I want to say thank you and I do have a request for you.

The Sedona Regional Airport is in need of a 200kW generator. If you’re able to assist, please email me, and I’ll connect you with Sedona Regional Airport General Manager, Ed Rose. 

I’ll leave y’all with a few favorite links.

See Inside the Home Built Atop a 200-Foot Cliff in Arizona

2025 Annual Shareholder Meeting | Tesla

Flying the NEW Turbo Carbon Cub "UL" In Idaho!

Google plans to build AI data centers in space using solar-powered satellites 

Archer’s Midnight eVTOL Aircraft featured in consortium to take part in Tokyo’s ‘eVTOL Implementation Project’

AltoVolo Now Accepting Customer Deposits For Three-Seat Sigma eVTOL

AMSL Aero, Stralis Benefit From World-first Fabrum liquid-hydrogen refuelling System

Joby to Sell up to $250 Million of Aircraft and Services in Kazakhstan


Disclosure: This is not financial advice.