Field notes for frontier founders

26 HORIZON ADVISORS

Insights

Insights

Clear thinking for founders building in aviation, advanced energy, and frontier-tech.

Clear thinking for founders building in aviation, advanced energy, and frontier-tech.

A collection of analysis, frameworks, and field notes from the front lines of AAM and deep-tech investing — written to help founders communicate with clarity, credibility, and investor-ready precision.

A collection of analysis, frameworks, and field notes from the front lines of AAM and deep-tech investing — written to help founders communicate with clarity, credibility, and investor-ready precision.

FIELD NOTES

Analysis for the messy middle of frontier-tech capital.

Analysis for the messy middle of frontier-tech capital.

AAM ANALYSIS

2 minutes

eVTOL vs STOL article artwork

eVTOLs vs STOL: The Real Partnership AAM Needs to Succeed

eVTOLs vs STOL: The Real Partnership AAM Needs to Succeed

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 industry splitting in two article artwork

The AAM Industry Is Splitting in Two — And Most Money Is on the Wrong Track

The AAM Industry Is Splitting in Two — And Most Money Is on the Wrong Track

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

Certification Billions Spent article artwork

Billions Spent vs. Zero Certified Aircraft — Something Has to Change

Billions Spent vs. Zero Certified Aircraft — Something Has to Change

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

Why Boeing Sold Wisk article artwork

The Secret Behind Boeing’s Quiet Exit From Wisk

The Secret Behind Boeing’s Quiet Exit From Wisk

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

Is Travis At It Again article artwork

Why Travis Kalanick, Uber’s Early Builder, Is Investing in Vertiports Years Before eVTOLs Exist

Why Travis Kalanick, Uber’s Early Builder, Is Investing in Vertiports Years Before eVTOLs Exist

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.

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