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TEXXR

Chronicles

The story behind the story

days · browse · Enter similar · o open

Uber is selling its flying car project, Elevate, to Joby Aviation and is investing $75M into the company as part of the deal; terms were not disclosed

- The move will allow Joby to use Uber's app to offer air taxi rides when the company's aircraft eventually enters service, which could be as soon as 2023.

CNBC Phil LeBeau

Context & Ripple Effects

This closes the loop on a five-year build-out: Uber partnered with NASA for Elevate in 2017, unveiled a four-rotor vertical-takeoff prototype in May 2018, and opened a €20 million Advanced Technologies Center in Paris that same month. Selling the project to Joby marks the retreat from in-house aircraft manufacturing — but the $75M check and the app-distribution deal show Uber keeping the demand side it always cared about.

The structure anticipates where this market actually went: by 2025, Uber is planning Blade helicopter rides on its app through Joby, which had itself acquired Blade for $125M. The 2020 handoff is the moment Uber stopped trying to be an aircraft company and locked in its role as the booking layer.

First-order effects

  • Joby inherits the Elevate program — engineering work, the NASA relationship's momentum, and the 2023 service target — plus $75M of Uber capital, consolidating it as the lead independent eVTOL developer.
  • Uber exits aircraft development immediately, cutting the burn from the Paris center and prototype program while securing exclusive-ish placement of future Joby flights inside its app.

Second-order effects

  • Rival eVTOL developers now face a distribution problem: if Uber's app is spoken for, they need their own partnerships with airlines, heliport operators, or other booking platforms to reach riders.
  • The deal pressures Uber's earlier aviation partners — Airbus ran an on-demand helicopter trial with Uber back in 2016 — to decide whether they are suppliers to platforms or competitors to them.

Third-order effects

  • If the pattern holds, urban air mobility structurally splits the way ride-hailing did: capital-intensive vehicle makers on one side, demand-aggregating apps on the other, with the app layer controlling customer access and pricing leverage.
  • Regulators and city planners end up negotiating with platform-plus-manufacturer pairings rather than either alone, since the operating model — who books, who flies, who owns the vertiport — arrives as a bundle.

The trend: Urban air mobility is consolidating around paired structures — one aircraft manufacturer, one demand aggregator — as hardware developers concede that rider access, not airframes, is the scarce asset.

Discussion

  • @doctorow @doctorow on x
    When they write the history of this era, one of the strangest chapters will be devoted to Uber, a company that was never, ever going to be profitable, which existed solely to launder billions for the Saudi royals. 1/ https://twitter.com/...
  • @edzitron Ed Zitron on x
    Congrats everyone who covered this as if it was ever going to happen https://twitter.com/...
  • @drmtown Daniel Wilf-Townsend on x
    Sometimes, life hands headline writers the perfect word. https://www.nytimes.com/... https://twitter.com/...
  • @stevekovach Steve Kovach on x
    Uber bails on flying cars https://www.cnbc.com/... https://twitter.com/...
  • @cademetz Cade Metz on x
    A day after offloading its autonomous car project, Uber is ejecting its flying car effort too: https://www.nytimes.com/...
  • @maijapalmer @maijapalmer on x
    Interesting! Air taxi startup Joby buys Uber Elevate and gets $75m investment from Uber. Clear leaders are emerging in the #eVTOL race. #flyingtaxi @Siftedeu https://www.cnbc.com/...