David Pierce

we're going to get their financials and there's some early reporting and the information.

I believe that, that Starlink is like the only profitable part of SpaceX and the rest of it is like a money hole that the government subsidizes.

Sure.

Which I think won't surprise most people, but we're, we're about to find out for real.

Yeah.

Um, so that's the very cynical answer is like you build a rocket company, you need a customer, right?

Did you, have you heard of Amazon?

Sure.

Like there they are.

So I think that's very cynical.

I think also in Amazon's character is to spend a bunch of money in infrastructure in the hopes that something happens.

And that is like the AWS story.

And if you run Amazon, you've got fleets of trucks and drivers.

They're all in places where there's maybe not great cell service or internet, or maybe you don't want to be beholden to the AT&T and Verizons of the world.

And now you've got your own network.

In the sky, you can run it however you want.

A lot of packages moving all over the world.

Your Amazon, you don't have to do all these deals in all these places to get content.

Okay.

There's something there.