Brew Markets Starbucks CEO’s First Year & Who Wins As Uber Links Up With Blade?
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Sep 10, 2025 Discover the innovative partnership between Uber and Joby Aviation that promises seamless on-demand helicopter rides. Explore the highs and lows of Starbucks under CEO Brian Niccol, as he tackles challenges in revamping the coffee giant. Learn about the VIX, the 'fear gauge,' and its significance in understanding market volatility. Finally, get insights into recent market movers and IPO trends, including Klarna's success and Oracle's strong cloud sales forecast.
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Uber + Joby Expand Urban Air Reach
- Joby bought Blade and partnered with Uber to bring on-demand helicopter and seaplane bookings into the Uber app starting next year.
- Toyota and Delta, existing Joby investors, stand to benefit from Joby's rising profile and infrastructure play.
Joby Is Big Market Cap, Small Operations
- Joby is large by market cap but still pre-revenue and early stage, with commercial service not starting until 2026 in Dubai.
- Blade's existing terminals give Joby immediate physical infrastructure in key markets like New York.
Hidden Winners: Toyota And Delta
- Toyota invested $500M and Delta invested $60M into Joby, making them hidden winners as Joby gains partnerships and media attention.
- Strategic airline and automaker investors gain exposure to next-gen urban air mobility without building vehicles themselves.