26 HORIZON ADVISORS
FIELD NOTES
AAM ANALYSIS
2 minutes
AAM won’t scale if infrastructure is built around a single aircraft type. eVTOLs may dominate headlines, but STOL aircraft offer earlier, more practical value — and the real opportunity is in designing systems where both platforms work together.
AAM ANALYSIS
3 minutes
AAM is diverging into two paths: high-burn, long-timeline eVTOL programs — and a faster, more fundable track built around hybrid-electric and fixed-wing aircraft. Investors are shifting toward clarity, achievable certification, and near-term revenue.
AAM ANALYSIS
3 minutes
After billions invested and no certified aircraft, investor patience in AAM is wearing thin. Capital is shifting toward programs with realistic timelines, achievable certification paths, and near-term revenue potential — especially hybrid-electric and small fixed-wing platforms.
AAM ANALYSIS
2 min read
A closer look at why Boeing would move Wisk’s aircraft program while retaining strategic access to the autonomy technology it sought from the beginning.
AAM ANALYSIS
1 min read
Travis Kalanick’s Atoms is positioning urban logistics sites for today’s revenue streams — with vertiports as an option for the mobility systems of tomorrow.
© 2026 26 HORIZON ADVISORS · AVIATION-FIRST. FRONTIER-TECH-CAPABLE.





