Clark Lampen

Is there anything that you can do, I guess, on that sort of second layer in terms of data collection

we're seeing a faster pace of directed model improvements of late. Is that -- one, is that right?

Could you talk about the way that, that product -- I know you give sort of specifics around your non-gaming business versus the gaming one

Is that something that really needs to be replicated in this segment of the market for probabilistic bidding to really drive signal

How far away are you or sort of at what sort of rate are we making progress to sort of getting one of those tools live?

I'm curious how you think about balancing growth, chasing sort of new pockets of potential supply and building up demand to go after that with displacement for your core gaming customer

is there any significant difference, I guess, if we think about the customers that are coming on from a size or product vertical standpoint

is there a way to sort of expand MAX sort of logically outside of the gaming ecosystem?

Does the guidance for the second quarter include any of the upside or recognition from legacy studio spend?

did that include some benefit from step function rather than sort of reinforcement learning-type improvements

you're seeing early benefits for a range of different brands in a variety of verticals beyond just sort of DTC marketers

what happened last time around that proved to be a little bit different relative to that initial thesis, and now maybe what's changed lately

Should we assume that the majority of the onboarding volume from here forward is going to be running through the exchange?

I wanted to go back to the topic of core profitability. I think you mentioned at the top of the call

as we think about the core Sportsbook market, have you seen any uptick in intensity from smaller-scale operators?

just get a little bit more sort of specificity around the significance comment in the letter.

are we at a point where maybe that could start to have a more discernible benefit on the top line as opposed to just sort of expense optimization.

this quarter I think you guys saw a 300 basis point mix shift towards parlay, is that largely a function of new cohorts

I'm curious if you could give us a little bit more color around the assumption for 2025, and what's embedded from a mix shift standpoint?

where you see the biggest opportunities of improving sort of passive hourly monetization.

is there any way for you to monitor and potentially avoid burnout as the pace of content creation potentially picks up?

Vector growth, 23% in the quarter, you're guiding 20% in the forward quarter.

You talked about the rundown of M&A amortization. Is it possible to give us a feel for how big that is?

is there potential in a world where you have a much larger potential customer base

provide some perspective on the way that products like Vector and what some of your peers have released are really impacting the market

essentially, what we're seeing happen right now is a consolidation of a couple of different operating assets previously.