Sensei.news

Sensei.news

SENSEI'S INSIGHTS: ARCHER'S (NYSE: $ACHR) EVTOL FLEET FOR THE LA28 OLYMPICS

ARCHER AVIATION AND THE LA 2028 SUMMER OLYPICS GAMES - A FUTURE STUDY

Vaz's avatar
Sensei's avatar
Vaz
and
Sensei
Jun 05, 2025
∙ Paid

eVTOL INVESTOR INSIGHTS — SPECIAL EDITION


🚁 Understanding eVTOL Technology

Electric Vertical Takeoff and Landing (eVTOL) aircraft represent a transformative leap in urban transportation. Unlike traditional aircraft, eVTOLs can ascend and descend vertically, eliminating the need for extensive runways. Powered entirely by electricity, these aircraft promise quieter operation, reduced emissions, and the potential to alleviate urban congestion. Advancements in battery technology, electric propulsion, and autonomous systems have propelled eVTOLs from conceptual designs to viable transportation solutions, positioning them as pivotal players in the future of urban mobility.

Drone

🌆 Applications and Advantages of eVTOLs

The versatility of eVTOLs makes them ideal for various applications, from short urban commutes to emergency medical services. Their ability to bypass ground traffic enables rapid point-to-point travel, significantly reducing journey times in congested cities. Moreover, the electric nature of these aircraft ensures lower operational costs and a smaller environmental footprint compared to conventional helicopters. As urban areas continue to grow, eVTOLs offer a sustainable and efficient alternative to traditional transportation methods.


🎥 Live with Vaz — The Closing Bell Show Special

Don’t just read about it — watch it unfold. Vaz covers all the details live.

🔗 Connect with Us

Stay plugged in across platforms:

  • Sensei on X: sensei_crypto_

  • Martyn Lucas on X: MartynInvestor

  • Vaz on X: eVTOLHUB

  • 💎 Premium Discord Access: Join the Discord

  • 📺 YouTube Channel (Live & Replays): Martyn Lucas Investor

  • 👕 Limited Merch: Shop Here


✈️ Introducing Archer Aviation

Founded in 2018 and headquartered in San Jose, California, Archer Aviation (NYSE: ACHR) is at the forefront of the eVTOL revolution. The company's flagship aircraft, Midnight, is a piloted, four-passenger eVTOL designed for rapid back-to-back flights with minimal charging time. Midnight boasts a range of up to 100 miles and speeds reaching 150 mph, making it suitable for various urban and regional missions. Archer have established their position as the current eVTOL market leader recently, mainly through their sizeable and very well approached PR events.

Also, their disclosed partnership with Palantir Technologies and Anduril Industries puts Archer Aviation in the spot light of a lot of retail investors.


🤝 Archer’s Strategic Partnerships and Customers

Archer has secured significant partnerships to advance its commercial objectives. Notably, United Airlines has placed a provisional order for up to 200 Midnight aircraft, aiming to integrate eVTOL services into its operations. Additionally, Archer's "Launch Edition" program has attracted international customers, namely Abu Dhabi Aviation and Ethiopian Airlines, both planning to deploy Midnight aircraft in their respective regions. These collaborations underscore Archer's global reach and the growing demand for innovative air mobility solutions.


🚀 The “Launch Edition” Program

Archer’s "Launch Edition" program is a strategic initiative aimed at introducing the Midnight aircraft to early adopter markets. Through this program, Archer collaborates closely with partners to establish operational frameworks, including pilot training, maintenance protocols, and customer engagement strategies. The program's goal is to demonstrate the viability of eVTOL services, gather operational data, and refine the customer experience ahead of broader commercial deployment.


🌐 LA28 Olympics: A Platform for Innovation

The Los Angeles 2028 Olympic and Paralympic Games are shaping up to be a showcase not just of athletic excellence, but of technological advancement. As one of the most forward-thinking cities in the world, Los Angeles is expected to embrace innovations in sustainability, mobility, and digital engagement to redefine the Olympic experience. With a vision aligned to California’s leadership in clean technology and urban innovation, LA28 provides a fertile proving ground for emerging solutions that can solve real-world challenges like congestion, emissions, and accessibility.


📈 Opportunity for eVTOL Technology

The LA28 Olympics offer a unique chance to showcase eVTOLs in a real-world, high-profile setting. Demonstrating their ability to reduce congestion, lower emissions, and enable fast urban travel could build public trust and regulatory momentum. A successful debut may accelerate broader adoption and position eVTOLs as a viable solution for future urban mobility.


🚁 Archer Aviation's Role in LA28

Archer Aviation has been designated as the Official Air Taxi Provider for the LA28 Olympic and Paralympic Games, as well as for Team USA. Their piloted electric aircraft, Midnight, is set to transport VIPs, fans, and stakeholders between key venues, including SoFi Stadium, the Los Angeles Memorial Coliseum, LAX, Hollywood, Santa Monica, and Orange County. These short flights, lasting 10–20 minutes, aim to alleviate traffic congestion and support LA28's vision of a "car-free" Olympics. Additionally, Archer's eVTOLs will assist with emergency services and security operations during the Games. This initiative not only enhances the Olympic experience but also showcases the potential of urban air mobility on a global stage.


✈️ Joby Aviation's Strategic Positioning for LA28

While Archer Aviation has been officially named the air taxi provider for the LA28 Olympic and Paralympic Games, Joby Aviation is poised to play a significant role through its strategic partnership with Delta Air Lines. Delta, serving as the Official Airline of Team USA and an inaugural Founding Partner of LA28, has invested in Joby to develop seamless, zero-emission air taxi services connecting city centers to airports, including Los Angeles International Airport (LAX). This collaboration aims to offer efficient urban transportation solutions during the Games, complementing LA28's vision of innovative and sustainable mobility. Although not officially announced, indications from social media suggest Joby's involvement in LA28, and we will provide more detailed coverage on this development in the near future.

A Joby Aviation electric air taxi on a test flight

🌍 Infrastructure and Integration: The Road to LA28

As Los Angeles prepares to host three consecutive global events—the 2026 FIFA World Cup, the 2027 Super Bowl, and the 2028 Olympic and Paralympic Games—the city is under growing pressure to modernize its mobility infrastructure. The integration of electric vertical takeoff and landing (eVTOL) aircraft into LA’s transportation network is not just a futuristic concept—it’s an emerging necessity. But bringing this vision to life requires a highly coordinated effort across regulatory, design, technological, and infrastructure fronts.

At the heart of airspace regulation is the Federal Aviation Administration (FAA), which launched the Innovate28 initiative—designed specifically to enable eVTOL operations by 2028 in key metro areas like Los Angeles. This program focuses on certifying vehicles, integrating them into the national airspace system, and ensuring safe passenger operations in complex urban environments.

The City of Los Angeles plays an equally vital role, championing the development of vertiport locations at high-profile venues such as SoFi Stadium, which will host both the Super Bowl and Olympic ceremonies. LA’s alignment of major sporting events acts as a catalyst for accelerated planning and public-private partnerships, setting the stage for permanent aerial mobility infrastructure.

AEGON Asset Management has quietly positioned itself as a turnkey player in the eVTOL infrastructure space. In addition to its involvement in financing and managing Olympic venues, AEGON has begun offering full-service vertiport development solutions through its infrastructure division, including planning, integration, and real estate advisory for advanced air mobility hubs—an offering now featured on its corporate site.

Cisco, best known for powering enterprise-grade connectivity, is also entering the advanced air mobility ecosystem as a foundational technology provider. Through its involvement in the Future Mobility Campus Ireland and similar initiatives, Cisco is expected to deliver the network infrastructure that enables secure, real-time communication between eVTOL aircraft, vertiports, and air traffic systems—critical for both autonomy and safety.

Skyports, Future Mobility Campus Ireland, Avtrain and Shannon Group join forces to bring advanced air mobility to Ireland

Meanwhile, Autodesk is equipping planners with the digital tools to simulate, optimize, and visualize the entire AAM ecosystem. By leveraging digital twin technologies, 3D modeling, and generative design, Autodesk enables rapid, accurate planning of vertiport architecture and integration within existing urban infrastructure. Their platforms are already being used to shape the future of sustainable transport nodes in dense environments like LA.

Together, these entities form the backbone of what may become the world's first major-scale deployment of air taxis at a global event. The stakes are high—but so is the potential to reshape how the world moves.


📍 Archer Aviation's eVTOL Network in Los Angeles

Archer Aviation is laying the groundwork for a permanent air mobility network across the Greater Los Angeles area, positioning the city as one of its first commercial launch markets. By 2028, Archer anticipates operating a fleet of up to 50 Midnight aircraft in LA, providing high-frequency, short-range urban flights that bypass ground congestion. The initial network is expected to include key nodes such as Los Angeles International Airport (LAX), Hollywood, Santa Monica, Downtown LA, SoFi Stadium in Inglewood, the Los Angeles Memorial Coliseum, and select locations in Orange County. Each of these sites has been strategically selected for population density, traffic bottlenecks, and proximity to major entertainment, business, or transit hubs. With a focus on integrating vertiports into existing infrastructure, Archer aims to build a scalable, sustainable transport network that redefines regional mobility for the long term.


🏅 Archer Aviation & the LA28 Olympics

Archer Aviation has been named the official air taxi provider for the LA28 Olympic and Paralympic Games. The company’s Midnight aircraft will help transport VIPs, stakeholders, and possibly media or guests between major hubs like LAX, SoFi Stadium, the LA Memorial Coliseum, Hollywood, Santa Monica, and Orange County. The collaboration is positioned as a step toward a more sustainable, car-free Olympic Games and highlights eVTOL technology on a global stage.


🇺🇸 Official Partner of Team USA

In addition to the Olympic Games, Archer is also an official partner of Team USA. This extends their presence beyond general Games logistics into a closer alignment with national representation, potentially supporting athlete and delegation movements. It reinforces Archer’s branding as an American eVTOL manufacturer aligned with innovation, performance, and global prestige.


📰 Questions from Culper Research

However, as first highlighted live on our show and later discussed in-depth, a May 2025 report from Culper Research raised questions about the nature of this partnership. According to their findings, Archer may not have been “selected” through a competitive vetting process but instead could have paid for the official partner status. If true, this would frame the announcement as a strategic PR move rather than an operational endorsement. Investors should weigh both the marketing value and underlying substance of the deal.

Link to the Culper Research report post here: https://x.com/CulperResearch/status/1924814920085868780


🚁 Anticipated Fleet Deployment and Operational Rollout

Archer Aviation plans to have an established operational air taxi network in Los Angeles well before the LA28 Olympic Games begin. By the time the Games open, the company expects to deploy up to 50 Midnight aircraft across the city, serving both Olympic-related transport needs and commercial passenger services. While a portion of the fleet will be dedicated to transporting VIPs, stakeholders, and Team USA affiliates during the event, the broader strategy involves building a permanent network connecting high-demand locations such as LAX, Downtown LA, Hollywood, Santa Monica, and Orange County. This dual-track approach allows Archer to showcase its capabilities on the world stage while laying the foundation for long-term urban air mobility in one of America’s most congested metro areas.


🇺🇸 Projected Size of Team USA (Athletes Only)

For the 2028 Los Angeles Olympics, Team USA is projected to field approximately 650 athletes, a modest 5–10% increase over the 592 athletes sent to Paris 2024. This estimate reflects a consistent historical trend seen in past host nations such as Japan and Brazil, where home advantage typically leads to increased participation due to automatic qualifications, broader representation in new or underrepresented sports, and elevated national investment. While the United States already sends one of the largest delegations globally, the domestic advantage in LA28 is expected to boost participation even further across disciplines.

opening ceremony rio 2016 olympic games

🔗 Tune in for the Saturday eVTOL and Aerospace LIVE show with Vaz

Stay plugged in across platforms:

  • Sensei on X: sensei_crypto_

  • Martyn Lucas on X: MartynInvestor

  • Vaz on X: eVTOLHUB

  • 💎 Premium Discord Access: Join the Discord

  • 📺 YouTube Channel (Live & Replays): Martyn Lucas Investor

  • 👕 Limited Merch: Shop Here

Keep reading with a 7-day free trial

Subscribe to Sensei.news to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Sensei · Publisher Privacy ∙ Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture