Brian Nowak

How do you think about adding air, adding a car service, adding a grocery offering

what is the biggest hurdle or constraint that we should be thinking about

if we're sitting here a year from now, what are the areas you're most focused on or seeing improvements to the platform using AI this year?

can you just sort of talk us through the 1 or 2 key priorities in your mind to sort of accelerate that growth into '26

talk us through some of the the larger points of friction or opportunities high level that you see from a a guest and a host perspective

give us an update on what the AWS backlog looks like and sort of any visibility on the breadth of that backlog

what are you most focused on making sure you accomplish on the agentic side this year

Where are some of the areas where you see the potential for sources of efficiency and cost to serve savings?

how do you think about the key hurdles of Trainium3 need to overcome to really make Trainium adoption broader

can you just sort of walk us through the one or two key areas operationally that you're most focused on

Any new data points, I think you can share on learnings from Shreveport? And how do we think about the scalability of savings

What sort of is the main constraint to scaling that for you guys at this point? Is it compute capacity? Is it you need to sort of R&D testing time

you talked about strengthening Genius this year. Can you just maybe talk to us a little bit how you think about ways in which you want to strengthen the Genius program

the biggest one or two technological hurdles that have to be cleared in order to make sort of scalable Gen AI assistance

talk to us about some of the growth initiatives you have internally to really sort of catapult the growth in the U.S.

walk us through the reasoning for the widening of the range just to sort of in case or just being more pragmatic

is it a geographic phenomenon? Or are there certain channels that are sort of like lower ROI

you give them access to your differentiated supply. How do you sort of think about managing the long term risk

areas you have made the most progress in bringing on new merchants and more inventory per merchant

Can you talk to us about the areas where you've had more challenges than you expected in sort of improving the product

CapEx was up quite a bit in the quarter. What's driving the increase in CapEx?

Can you give us some examples of what you've learned with Wolt or other European countries as sort of give you excitement

How should we think about the pace of the buyback and sort of the cash balance or targeting

can you sort of talk to us about how your '25 budgeting and investment priorities or areas of capital allocation changed versus the start of '24?

Can you talk to us a little bit about what you've seen in April and sort of the start in May from a macro perspective

what are the areas that you are most excited about applying next-generation compute toward

help us philosophically understand the strategy around pricing them, given the high ROIC of using TPUs

do you think you made the most progress on new types of agentic commerce products

what factors are you most focused on to sort of ensure a smooth transition

what are some of the predominant technological hurdles

signs of weakness quarter dates

how you think about your Search product continue to evolve

the signposts you're watching to ensure you're going to generate ROIC and all these investments

can you just sort of help us a little bit understand two or three of the biggest drivers of this inflection you're seeing on revenue in '26?

can you walk us through a little bit how you think about the largest revenue or ROI long-term opportunities you're trying to unlock with those over the next, call it, three, five, ten years through...

can you help us a little to understand some of the early quantifiable signals you're seeing on AB tests from some of these improvements to come that sort of make you most excited and give you confi...

How large is the Reality Labs revenue headwind in the 4Q guidance?

Can you just walk us through a couple of the factors you're still most excited about to come in the next 18 months that you think could drive a further lift to engagement on the core platform?

can you just sort of walk us through any changes of technological constraints or technological gating factors that you are most focused on overcoming in the next 24 months

Can you sort of talk us through some of the key areas of advancement you are most focused on and excited about as we sort of think about behemoth and next versions of Llama to come?

Any help on sort of how you're seeing US traction there and the types of recurring user behaviors that you're seeing in the early Meta AI use cases?

how should we think about the main gating factors as to how quickly you'd be able to move a higher percentage of your engagement to your custom silicon?

share a few sort of high-level examples of your vision on new potential use cases and offerings that could drive utility for your users and value for your advertisers

sort of the overall Suburban Delivery business sort of using the Mobility growth to drive better Delivery growth

Can you just walk us through some of the drivers of growth of Uber One at this point in the quarter?

walk us through why you don't think AV will go that way when safety is so important to scaling AV the next 3, 5, 10 years

Are you still sort of maintaining that philosophy? Or what is sort of the reinvestment versus capital return philosophy

How do you sort of think about the key investment areas into 26 you are focused on? In the European food delivery business

just curious for any further color on progress you are making in the urban versus suburban strategy or the sparse strategy

Any update on how large that is or ways we can think about quantifying the Waymo utilization on Uber's network

is there any changes that sort of came through this quarter that drove that faster growth? And how do we think about the durability

walk us through how you’re thinking about the size of the fleet or an internal timeline or target when Austin Waymo, combined with Austin human drivers

any update on how quickly U.S. mobility is growing and how the suburbs versus the more urban areas are trending

talk to us a little bit about how to think about puts and takes on rides incremental margins, and sort of profitability in the first quarter and throughout 2025

do you think philosophically about investing more in autonomous assets, be it first-party car fleet or other fleet management tools