Tim Beyers
👤 PersonAppearances Over Time
Podcast Appearances
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?
Yeah.
To be fair, we want your predictions, listeners, but I will say Snowflake has been aggressively saying, don't look to us for profitability because it may never come.
There's the sign right there.
That's probably not right.
But they are going full Amazon in this area.
So it does seem like Sentinel-1 is likely to get there first.
So if that matters to you, maybe that's one for your watch list.
All right.
Up next.
Is it Siskel and Ebert or Statler and Waldorf?
We're gonna go armchair critic over the Netflix Warner Brothers deal.