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Just any color you can have about how you manage making sure that you don't have undocumented workers
How should we think about advertising broadly? I mean it obviously comes in at a high incremental margin
what has been basically the kind of most effective method for growing DashPass users?
I think the math on GOV per MAU was of up 6% in '24. I think it was up 8% in '23 if our math is right
how do you think about the growth from here and any catalysts to potentially accelerate the growth?
Tim, when do we reach normalized or peak levels with the reinsurance transition?
Just talk a bit about the AV insurance. When could that begin to kind of impact the financials?
it looks like the EBITDA guide would be particularly conservative unless you plan to make other OpEx investments
where would you rate yourself on like at a 10, this would be us using all of the AI tools out there that we could and where you are?
you're holding more risk, but there is no free lunch. Maybe just talk a little more about the structures you have in place
can you give us the impact on the wildfires on gross profit in the quarter? So it's housekeeping. Then on the tariff question
any development since the Analyst Day, which was quite robust as far as detail and outlook. So, any other developments worth calling out
should we interpret this to mean that full-year 2026 advertising could also double?
this is the first time you are potentially entering a recession with a low-cost ad plan. How do you think about
Is it fair to assume that most of the upside in the 19 million subscriber additions came from the Jake Paul
Is the path to agentic more about solving the technology or getting the right kind of commercial terms with the agentic platforms or both?
there's a super bear view, not saying we agree with this, but I think it's out there that an Agentic future makes brands irrelevant
are you seeing an impact from agentic search on available publisher inventory? And how are you helping publishers navigate that and basically AI?
how do you view them in the competitive landscape? Did you see any kind of change in the fourth quarter