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Underneath the political rubble, one of the most consequential technology transitions of our lifetimes is quietly happening, and it is happening in the air.

The civilian eVTOL race is finally leaving vaporware territory. Joby Aviation's S4 is grinding through the FAA's Type Inspection Authorization process. The company also wrapped a series of S-4T autonomous demonstration flights for the U.S. Army at the end of April using hybrid-electric power. Archer Aviation is licensing its electric powertrain to Anduril for the Omen autonomous platform and is pursuing TIA certification for its Midnight aircraft. BETA Technologies has logged more than 100,000 nautical miles on its ALIA conventional-takeoff variant and is targeting CTOL certification this year. Wisk, owned by Boeing, is running fully autonomous Gen 6 hover tests and aiming for transition flight inside six months. Four serious companies, four credible aircraft, all converging on real type certification within eighteen months.

On the military side, adjacent but worth noting, DARPA and Northrop Grumman confirmed this week that the XRQ-73 SHEPARD, a hybrid-electric uncrewed aircraft and the operational successor to the Great Horned Owl ISR program, is now in active flight testing at Edwards Air Force Base. The Pentagon is flying a class of aircraft that did not exist in a meaningful way five years ago.

The FAA's aviation policy here has been cooking for a while, and to give credit where it is due, it is not stupid. The "Unleashing Drone Dominance" executive order produced an FAA pilot program the eVTOL Integration Pilot Program that selected eight test sites earlier this year for live commercial operations beginning summer 2026. Florida, Louisiana, Utah, Pennsylvania, the Northeast, and Albuquerque made the list. Real eVTOLs will be carrying real passengers and real cargo in real American airspace within months.