Ben Gilbert: uncertainty

Transcript context

…When you put it that way, I wasn't planning on doing this but Disneyland in space, that's pretty compelling. I might have to book a ticket. It is interesting. In a lot of ways, it shows the maturation of the company, where it originally was with Burt and the Scaled team. It's originally cowboys. It goes from cowboys to space industry veterans who are well-connected and have the ability to work with government agencies and much bigger contractors if they need to farm out parts to either Boeing or Lockheed or the subcontractors of Boeing and Lockheed to the world. On top of that, George can be the chief space officer, have all the space relationships and understand that ecosystem, but now we need the person who can craft the consumer brand to be the CEO of the company going forward. I don't know exactly what the narrative they sold to Wall Street or talked about internally was, but those three eras of the company make a lot of sense to me. Totally. That was in July of this year, of 2020, two weeks ago on November 5th, they announced earnings. Earnings i.e. losses, but that was to be expected.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.