The geopolitical shift underway in Washington is real and consequential for Advanced Air Mobility. Federal funding is realigning toward defense and away from clean energy and alternative mobility programs. For a sector that has long relied on the DoD revenue bridge as its near-term survival mechanism, that shift creates opportunity for some OEMs — and accelerates existential pressure for others.
The Infrastructure Trap: Why Airframes are the AAM Industry’s Most Expensive Distraction
For a decade, the AAM industry has been obsessed with the “what”—the aircraft. But as we enter 2026, the bottleneck isn’t the wingspan; it’s the infrastructure. In this strategic briefing, I detail why I’m pivoting from communications to business intelligence to solve the “Infrastructure Trap.”
