In short: Sold. Ethridge: "I was in Archer as well. I got out of Archer, consolidated into Joby" — a deliberate concentration into the single eVTOL name he thinks reaches commercialization first, given Joby's Blade revenue base, Toyota partnership and Gulf launch timeline.
Archer is Joby's closest rival in electric air taxis, and Malcolm Ethridge sold it, moving the money into Joby. The logic is concentration rather than condemnation: in a pre-revenue, capital-hungry industry where one company is likely to reach commercial service first, owning two similar bets dilutes the winner. He judged Joby further ahead — because of its existing Blade helicopter revenue, its Toyota partnership and stake, and a Gulf launch timeline — so he consolidated into it.
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