š° Instacart's Super Bowl Debut... Of Sorts
Welcome to The Godspeed Weekly.
This week, we review Instacartās Super Bowl debut, advanced air mobility enters the Rockies, Honeywellās strategic separation and is China leading autonomous mobility?
Onwardā¦
Instacart is making its Super Bowl debutā¦ of sorts.
The grocery delivery platform will air its first-ever Super Bowl commercial. The 30-second clip is slated to screen during the second quarter of Sundayās game.
If you prefer not to wait - play the embed below.
The grocer automation service thrived during covid lockdowns. Today, the company has cemented itself in individuals' shopping behaviors.
Godspeedās dear friend, Steve Strazza privately shared,
Iām a huge fan. I haven't been to a grocery store since Nam. Literally.
For reference - Steve and I traveled to Asia with Sean McLaughlin, Joel Pannikot and JeanCarlo Mendez shooting Wall Street to All Streets in 2023.
Wall Street to All Streets, Summer 2023
The Street appears to applaud Instacartās Super Bowl debut - or more likely - the autonomous mobility theme remains intact. Friday, $CART closed at an all-time high. (See the daily chart below.)
It appears China leads autonomous mobilityā¦
BYD is the worldās largest EV company - think āTesla of China.ā
The company teased an event next week to showcase its self-driving strategy. The stock gained +20% and closed at an all-time high. (See the monthly chart below.)
BYD is scheduled to unveil its strategy 6:30 AM EST Monday.
Ehang is the leading eVTOL manufacturer in China. Its EH216-S was the worldās first passenger-carry autonomous aircraft to take flight. We covered EHang in the Godspeedā launch post. Read it here.
This week, $EH advanced +20% and closed at its highest price since October 2024. (See the weekly chart below.)
Will China lead autonomous mobility? Time will tellā¦
Beta Technologiesā partnered with the state of Utah and its aerospace and defense association to introduce advanced air mobility (AAM). Beta will install its aircraft charging stations and work with the state to identify priority routes for electric aircraft.
The partnership seeks to build a strong foundation to support mobility innovation ahead of the 2034 Winter Olympics in SLC.
Utah governor Spencer Cox commented,
Utah is at the epicenter for cutting-edge innovations in the commercial aviation industry that will play a critical role in Utahās economic future. Utah is not just embracing the future of transportationāwe are leading it.
Somethingās afoot in the Rockiesā¦ Learn more about the partnership here.
Honeywell plans to separate into three independent, publicly traded companies focusing on Automation, Aerospace and Advanced Materials.
The industrial conglomerate expects the transaction to be complete by the second half of 2026.
Vimal Kapur, Chairman and CEO of Honeywell commented,
Building on decades of innovation as its heritage, Honeywell Automation will create the buildings and industrial infrastructure of the future, leveraging process technology, software, and AI-enabled, autonomous solutions to drive the next generation of productivity, sustainability and safety for our customersā¦
As Aerospace prepares for unprecedented demand in the years ahead across both commercial and defense markets, now is the right time for the business to begin its own journey as a standalone, public company.
Honeywellās split comes after a similar separation by General Electric.
The Nasdaq displayed a congratulatory message to Boom Supersonic on its successful supersonic flight in the heart of Times Square.
Do you feel the animal spiritsā¦? Hereās the money shot.
The Godspeed Flying Car Composite was flat for the week despite Fordās disappointing Q4 earnings report. Hereās the weekly performanceā¦
$ACHR - Archer Aviation -4.55%
$JOBY - Joby Aviation -5.81%
$F - Ford Motor -8.33%
$GM - General Motors -4.19%
And the weekly ratio chart ā Flying Cars (ACHR + JOBY) // American Automakers (F + GM).
This ratio continues to consolidate. If you have questions reading this chart, email me.
Technology is accelerating at Godspeedā¦
Here are 14 curated ETFs that provide exposure to industries at the confluence of these mega trends. See the set here.
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Godspeed - Rosebee
Disclosure: The author of this newsletter holds positions in ARKX, ACHR/W and EH.