Transcript
0:00 tomasa as an investor in this company now I know one of the things you've come on CNBC have talked about the past is how impressive the gross margins are given the fact that service hasn't actually started yet how are you thinking about those gross margins when it does and what does that mean for profitability comes company I think the profitability this business is going to look as good as one of the best software companies around and
0:19 that's why I was so excited you're in the business of hardware but it looks like software and that is very different than many of the other technology oriented hardware companies that have gone public recently so this is a business that at scale will have almost 70% operating margins which is incredible and it's a testament to you know the billion dollars that richard has invested before I came here and then the team that George's built that's been
0:42 able to build something that is largely now d risk and ready to commercialize and monetize what do you think especially now that there's gonna be quarterly earnings reports what do you think investors are gonna hear from this company I think it's really two vectors that gonna really going to matter the first vector is to describe the demand so there are already 600 plus customers that have paid you know 80 million dollars about 120 million of future
1:04 business there's three or four thousand more after today I suspect there'll be many more thousands after that who want to give us money and so I think understanding that demand will be really important for people to get comfortable around the long term projections and then the second is about George's execution ability and his team's path to getting these rockets in the air on a more and more frequent basis you
1:36 you