• The low energy density of batteries continues to force eVTOL makers to make significant design tradeoffs, resulting in performance that can only marginally meet customer mission requirements.
• The industry must also develop autonomy systems that significantly improve the safety of vertical-lift aircraft relative to human-piloted helicopters before they will make a significant difference in the daily commutes of millions of people.
• There are a lot of cooks in the kitchen — commercial R&D labs, government agencies, university engineering departments.
• Reliable Robotics, Merlin Labs, X-Wing, Near Earth Autonomy, Daedalean, Skydio, Ehang, Volocopter, Lilium, Cuberg, MagniX, Ampaire, and Verdego Aero.
• Skydio will then move to drones that can operate independently in public airspace, and then, ultimately, those passenger-carrying aircraft
• Simply keeping autonomous drones low to the ground and within 50 feet of structures will keep out of the way of other aircraft, while enabling the devices to be widely deployed.
• "Lilium just announced plans for an air taxi service that will launch in 2025 near Orlando."
• "Developing hydrogen-powered propulsion systems for electric aircraft."

An inspiring overview of what's to come in the next decade. Some highlights.
- Paraphrased: The Great Stagnation is over. The roaring twenties are just beginning.
- Energy
- "Batteries will never match fossil fuels’ energy density" - "Commercial aviation can’t electrify"
- Nuclear fusion possible but still a decade out.
- Geothermal seems most interesting.
- Transportation
- Urban air mobility - likely non-viable if pilot is required so automation (and regulation) will be key.
- Nationwide Hyperloop probably a decade out.
- Space
- "Trade (on Earth) is roughly inverse-linear in transport costs."
- SpaceX is incredibly impressive
- Starlink - won't serve cities - will serve 3% of market that's not currently served - still $72b market.
- Thesis - SpaceX uses Starlink revenue to accelerate Mars projects
- "The 2020s will be the decade that makes or breaks cryptocurrency"
- By the middle of the decade, augmented reality will be widely deployed, in the same way that smart watches are today.
- Glasses will be computing devices. Every big tech company has a glasses project at a relatively mature stage in the lab today.