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how should we think about that costs potentially scaling up? Do you feel like you have the right number of people in place right now
Could you talk more about the behavior of the guests who are booking primarily in app versus those who are arriving through the web?
where you saw friction points on the prior tech stack and how you think this new new tech stack really positions you
launched workplace catering for DoorDash for Business. Can you talk more about how you are thinking about that opportunity
I'd love to hear more about how you're evolving the ad product this year and some of the key stats
what type of efficiencies, if any, you're seeing from that and how that might fit with the broader replatforming
How do you think gaming could change the time members spend with Netflix, Inc. each day?
Could you please talk about your generative AI initiatives? Where do you think GenAI will be most impactful
What are the key steps to solving ad content recommendations or relevance, and which inning do you believe
What are the key steps to competing more with short-form video platforms for engagement?
How should we think about that flywheel playing out and what it means for KPIs? And then just a quick one for Jeff. How do you balance the benefits of AI versus rising token costs?
I'm curious to hear more about investment priorities against that 40% EBITDA margin target
could you talk a little bit more about just how you've seen competitive pressure evolve across the DSP landscape and just your expectations on how spend will kind of get back to historical cadences...
could you walk us through some of the more impactful changes in talent, where you see some green shoots? And then what areas in the organization you believe still need some more work?
could you please elaborate on the progress with Kokai, both from a product perspective and from the engineering changes you made late last year? And then related to that, can you also talk about th...
how did you think about that in your Q2 guidance? And how are you managing the business into the back half of the year
how do you view the company's potential to sustain a 20% plus compound growth rate over the next several years