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the current state of your revenue backlog as of Q4
the opportunity that's continuing to present itself in terms of rolling out more robotics and automation and the broader theme of physical AI across your operations
how do you think about positioning the company for the medium term, given all the levels of uncertainty out there about how the global trade environment might shift
when you think about the news that came out of China over the last couple of weeks and think longer term about bending the cost curve lower with AI
what signal you're getting as the scale of the Genius program continues to build
what some of the key investments are that are still left to sort of building scale on the inventory side behind Connected Trip
what kind of experiments or what kind of rate of change you might be seeing in terms of improved returns
are you yourself changing any focus competitively about where you're aiming some of your incremental growth investments
the pathway to closing the gaps for the need for compute
the opportunity set you see with each passing generation of custom silicon
the implications of changed consumer behavior
drive differentiation for Gemini as a platform
the long-term cost curve for AI
Have we yet seen the full first-order effects of scaling the business against applying more compute to it? Or how should investors think about the directional relationship between applying more com...
maybe reflect a little bit on the signals you've gotten on the way consumers across family of apps interact with Meta AI today? And how you think about scaling and exiting models from the superinte...
I wanted to know what your key learnings were as you went deep into that strategy that informed some of the shifts in both talent, acquisition and compute
I want to know if you go a little bit deeper on how we should be thinking about those two components driving some of the commentary you've given around OpEx and CapEx over the next 12 to 18 months
Can you bring us into a little bit the decision process to do a standalone app, what that might change in terms of utility, frequency, or scale relative to what you see inside Family of Apps today?
how your approach to open source could possibly bend the cost curve and improve return on capital for AI over the medium to long-term?
Can you lay out some of the strategic priorities and growth investments that are top of mind for you guys in terms of maintaining that momentum
where you have rolled out AVs today, what have you learned so far with respect to the impact of more supply on the road
can you talk a little bit about how much of that is a stimulant to new user growth for Uber Eats or a driver of increased frequency
how much of this in your early learnings continues to come down to consumer knowledge, array of supply or even affordability in terms of driving some of this cross-platform behavior
if you could give us a bit of an update on what you’re seeing competitively, especially around either pricing dynamics or incenting supply and demand
You talked on prior earnings calls about sort of extending the network as a potential stimulant for rider growth and supply density
What is that doing to user behavior, frequency, basket size? How should we be thinking about supply impacting those dynamics in the delivery business