The article argues that Archer Aviation could build long-term value even without commercial air taxi service, by selling aircraft and monetizing other businesses. Archer plans to take three Boeing subsidiaries, Wisk Aero, Insitu and SkyGrid, in exchange for a 19.75% equity stake, adding autonomous flight technology, an established profitable military drone business and air traffic management software. Its partnership with Anduril on an autonomous military aircraft platform could open a market funded by governments rather than consumers. The author predicts that within a decade Archer could become a major manufacturer of next-generation aircraft, with a business worth several times its current valuation. Reaching that outcome would require patience, time and probably some luck, according to the author.
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