Investor decks in aerospace often lead with range circles on maps. We start with closure: does the mission close on mass, energy, and reserves at certified pack or fuel-cell density — not at laboratory peaks?
Viable, marginal, gated, excluded
Each concept in our portfolio carries an explicit verdict:
- Viable — physics closes with today’s certified assumptions
- Marginal — closes only when stated technology gates clear
- Gated — long-range target; spend follows evidence
- Excluded — ruled out by closure, not by preference
This is not pessimism. It is how we protect Seed capital from parallel bets that the roadmap cannot support.
M9 as the Phase 1 proof point
The M9 regional entry is sized for European island and remote corridors — routes where zero-emission propulsion is viable today with IFR reserves, not on aspirational pack curves.
Mobility generates route data before type certificate. RTCI monitors inflection points for Phase 4 futures. Hydrogen spend waits for M9 revenue and interface validation.
One platform, sequenced capital
Hydrogen is an evolution path within the platform. Turboprops in Mobility are a time-bounded bridge. The OEM builds zero-emission aircraft only.
That sequencing is the story this blog will follow — milestone by milestone, with the math published alongside the narrative.