Tim Beyers

But you follow this company, so tell me where you're at.

Rick, I'm going to give you another bit of data here.

Snowflake Intelligence, which is their enterprise AI agent, they've been investing a lot in AI.

For those who don't know how Snowflake works, it's like Sandmeet said, it is an archival storage environment.

They get paid more when customers put more data into the system and do stuff in the system.

Snowflake Intelligence is the gateway to do more stuff with AI inside Snowflake.

Rick,

being used by 1,200 customers.

This is what Snowflake says.

It is now 50% of new bookings.

How are you feeling about this company and its path to profitability?

Well, I mean, Snowflake is a household name.

Just it's not the company that is the household name.

All right.

Let's make a prediction here.

Rick, I'm going to start with you because you brought us the analyst predictions.

I'm going to summarize here.

You said analysts saying Sentinel-1, GAAP profitability 2032, Snowflake, GAAP profitability 2031.

Agree or disagree, Rick, where are you?

Who gets there first to GAAP profitability?