Ron Josey

rebuilding or rethinking how teams are structured given the world of AI

on just the app room nights more booked through the app, the 22% growth and the 2/3 coming

Would love to hear your thoughts on just the experience overall, the interactivity. And just any early thoughts on the testing you've done

help us understand as you see just applications continue to balloon for experiences, how you can scale the learnings in Paris

Talk to us a little bit more about the plans, integration plans across the site and how you think or whether any contribution

Love to hear your thoughts on what what you're finding, what you're seeing with search and merchandising and learnings there

how Amazon is adopting generative AI internally, how perhaps you've seen improving speed to market as a result of everything you've just talked about

do you see these experiences merging? Do you take the benefits from Penny, put them into Booking?

any insights on maybe early results on conversion rates? I know we've said cancellation rates have improved somewhat

how are we going to deal with trying to get that last 35% to come direct. Is that kind of the question

Talk to us about the impacts this might be having on either cancellation rates, conversion rates, things along those lines

Talk to us a little bit more just about conversion rates that you're seeing from this new tool

how you see the P&L evolving just given direct is a larger part and you could see some leverage

Talk to us about just how conversion rates are trending here, the progress as you're working as you -- I know you entered earlier on affordability

when mega sites or the ADESA sites come online, just how quickly are these sites up -- get up to speed to become efficient?

do you manage the business chain retail GPUs and total GPUs, meaning that as you can benefit from improving retail GPUs

how tariffs fit in very short term, I know, and I know you just gave long-term guidance, but I wanted to hear your thoughts on the here now

how you might use AI to maybe include natural language search and things along those lines as the user experience improves

how you philosophically manage balancing inventory as a lever to drive demand versus greater overall depreciation

would love to hear what you all think or learned thus far on ways to improve the product and the consumer experience

talk to us a little bit more about how DashPass cohorts have been trending here, maybe on the newer cohorts

how the value prop continues to grow and how that's driving just accelerating growth on DashPass

if you could break down the cost drivers or really the drivers of margin expansion, particularly amongst cloud

Love to hear more just about what's driving that

how doubling the length of these interaction sequences can drive greater usage. There's a thesis out there that maybe some of the rating recommendation improvements are long in the tooth.

do you look at the personal agent opportunity, which we talked about earlier on the -- in the call, more of a short-term, medium-term, long-term goal

can you help us understand a little bit more just about the roadmap and where we stand within ranking recommendation model changes? There's a thesis out there that maybe we're, you know, there's a ...

if you can talk to us more just about adoption rates amongst the advertisers? And then maybe bigger picture, as you incorporate ranking recommendation changes like Andromeda, GEMS or Lattice, just ...

how these next-gen models can help drive adoption here, particularly with Behemoth coming online at some point. And then as people are using that Meta AI with WhatsApp, thoughts on search and queri...

given the adoption we're seeing on the 600-plus MAUs, just how does the user experience evolved to? What are people doing with Meta AI?

I want to get back to your comment on getting back to the OG Facebook, and I want to understand a little bit more on the use cases and how that could expand?

Talk to us a little bit more about the drivers here. I know we mentioned greater affordability insurance

what are the bottlenecks or are there bottlenecks as we scale supply and demand really grows across these cities

help us understand a little bit more on these loyalty gains on the Uber One benefits