Sourcery7 Sep 2025

The CEOs Behind America’s Next Frontier in Air & Sea Travel

Adam Goldstein (CEO of Archer), Billy Thalheimer (CEO of REGENT), and Mitch Lee (CEO of Arc) join Molly O’Shea to talk flying cars, flying boats, and the electrification of air & sea travel. Archer is scaling its Midnight aircraft for urban air taxis and defense applications; REGENT is launching high-speed seagliders that combine boats and planes; and Arc is bringing electrification to boats. From winning FAA support and building factories in Georgia and Rhode Island to preparing for the LA 2028 Olympics and contested logistics in the Indo-Pacific, these founders share how they’re creating entirely new transportation categories.

1. Adam Goldstein: https://x.com/adamgoldstein13

2. Billy Thalheimer: https://x.com/billythalheimer

3. Mitch Lee: https://x.com/dontmitch

4. Molly O’Shea: ⁠https://x.com/MollySOShea⁠

5. Sourcery: ⁠https://x.com/sourceryvc⁠

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Chapters:

(00:00) CEOs of Archer, REGENT, Arc Boats

(02:16) Archer

(03:21) FAA's New Category & Industrialization

(04:39) Market Potential & Scaling Challenges

(11:19) Midnight Aircraft & Safety Innovations

(20:16) Commercial & Defense Partnerships(29:30) REGENT

(38:09) Revolutionizing Coastal Transportation

(38:47) Navigating Regulatory Challenges

(40:51) Mastering Waves & Weather

(43:52) Innovations in Manufacturing

(45:53) Future of Maritime & Aviation

(52:09) Arc Boats

(53:48) Reindustrializing the Boating Industry

(01:03:43) AI & the Future of Boating

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