Deepak Mathivanan

how we should broadly think about AI spend at Dash over the next 12 to 18 months?

Dasher Fulfillment Service is also another big area of focus this year. Where does it currently stand

Can you talk about the trends in the business broadly—maybe in terms of penetration, how use cases have evolved

Can you talk about the strategy with the autonomous delivery platform. What do you think this platform looks like in 2 to 3 years

how much of this is towards tech platform initiatives versus perhaps more direct product and expansion efforts

Can you talk about some of the ways Dash is planning to use these larger AI models to both improve user experience and also find additional pockets

how meaningfully is new verticals now contributing to kind of new customer growth to the platform?

Has the philosophy on how you generally think about M&A has now changed at all?

can you discuss on the factors that's accelerating the spend per customer?

can you give an update on Wolt? What are you seeing in some of the fast growing markets?

How are you thinking about the potential opportunities and risk for Dash? And how are you preparing for an AV world?

Any incremental color you can provide on penetration in terms of seller or buyer participation?

how are you currently strategically approaching partnerships with AI assistants and agents

does it make sense to leverage this competitive advantage that you currently have during this time

Seems like there is some nice margin expansion there this quarter. Can you just give some more color on the drivers of margin expansion here?

can you expand on the drivers of B2C bookings growth, perhaps share additional color on the trends by brand

can you expand on the efforts to capture this traffic and potentially make them into repeat customers?

can you talk a little bit more about the development efforts on the AI experiences side?

how are you sort of approaching it strategically to ensure that you get the best opportunity for branding and driving repeat traffic back to Expedia assets

Can you expand on what the drivers of higher conversion is? Is it because the traffic is having a higher intent than other channels?

how much of this is already from the efforts that you have done compared to more things that you can do over the next few quarters

can you discuss Expedia's opportunity to kind of manage maybe macro headwinds if it gets worse? How do you think about the sensitivity

what is the high level strategy beyond, you know, achieving fixed cost leverage? Maybe also in terms of how you're thinking about marketing investments

What's driving the strength in APAC? Can you also talk about kinda, like, the roadmap of new partnerships

can you just talk broadly about the Mac trends in early 2025? How is the top of the funnel trends, you know, particularly in the context of new business formation

Can you comment about the sustainability of margins at these levels in second half?

Can you talk about the competitive intensity in Brazil? Amazon has made several changes recently. Are you seeing any impact on the seller side

The penetration as a percent of GMV seems to have kind of gained a few more basis points quarter-on-quarter than we typically see

should we still expect some of the investment plans that you have constrained full year margin expansion? Can you give us an updated view

on NIMAL improvements that we're seeing quarter-to-quarter, can you expand on that a little bit maybe between products

Can you provide some color on the drivers maybe in terms of how user behavior is changing or any certain categories that's incrementally contributing

the recent advancements that we've seen with the Fable and GPT 5.6 series are enabling pretty good product improvements

Can you give more color on how traffic is shifting towards AI assistant? And what are you thinking are kind of the gating factors right now for commercial use cases to grow

Can you talk about the go-to-market strategy this year for Sponsored Snap?