Jon Quast

Government's about 85% of the business, 20 new awards with an average value of $170 million.

That's a lot of revenue visibility from here.

The intriguing part is commercial.

It's not just for cool map applications.

There's a lot of data that can be extracted for agriculture, for industry, real-time mapping.

A lot of things can come out of this.

Stock is not cheap, but

but Planet Labs, if nothing else, laid out a case why they can justify this valuation and grow from here.

I'm watching closely.

Everybody needs money.

That's why they call it money.

The devil went down to Georgia.

He was looking for a soul to steal.

He was in a bind because he was way behind and he was willing to make a deal.

When he came across this young man sewing on a fiddle and playing it hot.

And the devil jumped up on a hickory stump and said, boy, let me tell you what.

I guess you didn't know it, but I'm a fiddle player too.

And if you'd care to take a dare, I'll make a bet with you.

One thing that I want to add here is, don't look now, but e-commerce penetration for Walmart just hit 23%.

That is an all-time high.