Loading…
Loading…
how you think this plays out for the retail business
how Amazon is planning for potential disruption in this funnel and what the plans are
I wanted to ask about the grocery business as you've talked about improving the unit economics.
personal agents could layer themselves in between the on-demand marketplaces and the consumer
are you willing to share any learnings about what percentage of the US delivery market you think is addressable for AVs
I love the commentary on the inflection in unit economics for your new verticals business
In the press release, you talked about investing to support growth in longer distance and higher effort deliveries
just understanding maybe like where the platform development spend, like how that hockey sticks so much
They're running maybe a little bit hotter than some of us might have expected
is there any changes in competitive intensity you're seeing in the grocery market that's maybe driving some of the affordability push?
I would love to hear how you're thinking about this opportunity and exploring potential partnerships in providing the infrastructure
you called out international markets utilizing NOLs for the first time. I was wondering if you could talk a bit more
I was wondering what your outlook is for the competitive intensity in this market
I was curious to hear why you think it's gaining so much momentum now
could you maybe talk about or quantify how you've grown the user base of people who sell trading cards on the website
are you seeing any change in behavior from users who are sent from AI search platforms to eBay's website
how big can your vehicles business be
I think you rolled out halo attribution in the U.S.
when they think about an eBay future and the reacceleration of GMV growth, they always ask what category growth they're underwriting in that thesis
the traffic you're seeing coming from AI search to eBay, are those buyers behaving differently
there's a lot of changes coming to the e-commerce discovery funnel. Some retailers are treating this differently
size eBay's position and exposure to changes in de minimis shipping and maybe just specifically to China
The question we get a lot is, for your total addressable market, what is serviceable?
I wondered if you could talk a bit about your learnings with your go-to-market strategy, if you see any opportunities for tweaks?
what do you envision happening for the product discovery funnel? Does that compress?
Just if you could maybe dig a little deeper on who you're targeting. With that like, a certain type of merchant, a certain certain product, a certain geography
a greater risk to marketplaces direct relationship with their users as we could see an adoption of personal agents
how the market should expect that to play out
There were some investor concerns that this partnership, in particular, with the capital around it was a negative read-through for the relationship with Waymo
could you talk about the duration of this opportunity and the ability to continue offsetting some of the natural deceleration
Dara, I was curious, any possibility of partnerships with the ChatGPTs of the world
how much of your global mobility business do you see being addressable by autonomous vehicles due to different driver costs in certain markets
When you talk about securing supply from OEM, speaking about Uber Technologies, Inc. buying cars directly