Emily Flippen

So I think the runway here is just too long to ignore.

Well, a partnership with United, oh my gosh, that has to make it a breaker.

No, actually, my least favorite airline out of all the airlines available.

No, in my mind, this is a faker for now.

And I don't want to downplay the technical milestones that they have achieved.

And there is certainly an opportunity here if you expand out far enough.

But I think that their timeline for

FAA certification in the next few years is hilariously too aggressive.

I think the concept of scaling is even challenging without regulatory hurdles.

It's pre-revenue, highly CapEx intensive.

It's basically just a science project.

For me right now, this is a faker.

Actually, I take issue with Jason calling this company a profitable company.

On a non-adjusted basis, on a gap basis, yes, but that's just because they had a couple of non-cash benefits in the quarter.

Now, they have produced operating income, to Jason's point, for the last two quarters, which is positive, but that's after...

So many quarters of operating losses here.

It's actually, in my opinion, regardless of how they're doing in terms of the operating income, the question is, what space are they operating in?

And can they be a breaker in InsurTech?

And in my opinion, what defines whether or not somebody is going to be a breaker in something like InsurTech is, can you save me money?

So I went and I was like, okay, let me quote my home here with Hippo and just curious what they give back to me.