In short: Named as Joby's partner: "they partnered with Toyota — Toyota's got a joint venture with them and an equity stake" — one of the reasons Ethridge thinks Joby reaches commercialization first. No stance on Toyota itself.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.