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are you seeing any changes in the type size of customers that are entering because of self-service versus the prior managed service?
this 80%, 90%, 100% incremental margins? Is that still the right way to think about the business?
Is that an opportunity for you guys that you can help actually make games -- or ads that look more like mobile gaming ads for e-commerce and other verticals?
Any feedback that you're hearing from the gaming companies as you're moving into e-commerce and other verticals?
Do you think the use case for delivery AVs will be broader than robotaxis and mobility
EBITDA a lot higher in the second half of the year. I would say that's probably typical to normal seasonal trends
the acceleration 4Q bookings just wanted to know, you know, what made 4Q so strong, any trends to point to
hopefully you could dive into that a little bit more talking about the structural advantage and network effect that come from being a vertically integrated prediction market operator.
the shareholder letter mentions that consumers are losing more in prediction markets than OSB.
What do you think the battle will be on in prediction markets?
given the Simplebet acquisition closed late last year, this will be the first NFL season of you guys owning the assets.
Is this mostly C2C? Or is there -- or is the strength more broad-based? And then within C2C, is this primarily being driven by magical listings