In Q1 2026, the U.S. DOT will announce five cities selected for eVTOL air-taxi operations, and Archer Aviation will begin regular flights around those cities starting in summer 2026.
“So they are now five cities going to be announced in the first quarter and then we'll start flying in the summer. And that will be the first time you'll see these aircrafts flying in around the cities on a regular basis.”
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Explanation
The DOT/FAA selected partners in three states (Texas, Florida, New York) in March 2026, targeting operations as soon as the second half of 2026 -- directionally matching the timing but not the specific "five cities" framing.
Archer Aviation's (and peers') eVTOL fleets in cities like New York will scale from tens of aircraft initially to hundreds of aircraft over a five-to-ten-year period following launch.
“So, you can start with maybe tens of aircrafts and then, you know, maybe over five, 10 years, you scale it up to hundreds of aircraft.”
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Explanation
The predicted five-to-ten-year fleet-scaling horizon has not yet elapsed.
Archer Aviation CEO Adam Goldstein will personally ride in one of the company's eVTOL aircraft before the end of 2026.
“When will you be willing to get in one, I guess, is the question we all want to answer because we're not getting in until you do it every day. >> Later this year, that'd be my >> Later this year.”
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Explanation
The predicted end-of-2026 timeframe has not yet fully elapsed as of this check.
The average enterprise employee will come to control roughly 90 AI agents, creating a large new market for AI agent detection-and-response (AIDR) security tooling.
“This is why it's a huge opportunity for us because on average, each employee is going to have about 90 agents they control.”
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Explanation
No independent data confirming an average of roughly 90 AI agents per employee was found.
Nvidia's next-generation Vera Rubin GPU racks will run at roughly 250 kW per rack, with the subsequent Vera Rubin Ultra generation reaching about 600 kW per rack, en route to eventual one-megawatt AI data center racks.
“The current generation of blackwell chips uh is 130 kW in the rack. Uh the next generation Vera Rubin is going to be 250. Um and then Ver Rubin Ultra is expected to be 600. We're ultimately going to get to one megawatt racks.”
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Explanation
The cited Vera Rubin (~250kW) and Vera Rubin Ultra (~600kW) rack power figures match Nvidia's published product roadmap.
Crusoe, in partnership with Aalo Energy at Idaho National Lab, will energize the first AI data center powered by a small modular nuclear reactor (SMR) in 2027.
“We're actually hoping to energize the first AI AI factory powered by an SMR in 2027.”
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Explanation
The predicted 2027 SMR-powered AI factory energization has not yet occurred.
Crusoe will add approximately 2,400 employees during 2026.
“and adding what are you adding thousand a year? >> Uh, we're going to add 2400 people this year.”
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Explanation
No independent data confirming Crusoe's 2026 headcount growth was found.