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/adamgoldstein132. Billy Thalheimer: https://x.com/billythalheimer3. Mitch Lee: https://x.com/dontmitch4. Molly O’Shea: ⁠https://x.com/MollySOShea⁠5. Sourcery: ⁠https://x.com/sourceryvc⁠Brought to you by:• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel.As a Sourcery Listener you get: 75,000 points after spending $3,000 on Brex card(s), white-glove onboarding, $5,000 in AWS credits, $2,500 in OpenAI credits, & access to $180k+ in SaaS discounts. On top of $500 toward Brex travel, $300 in cashback, plus exclusive perks (like billboards..) visit → https://brex.com/sourcery• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. Visit: https://turing.com/sourcery• Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourceryFollow Sourcery for the latest updates!https://www.sourcery.vc/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