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how is that changing as you look out into '26?
how would you characterize in the first quarter and maybe here in the second quarter, the kind of supply/demand imbalance that you talked about before around AI workloads?
usage and retention of native Gemini
how new products from the monetization side, like AI Max, are potentially increasing the percent of commercial queries
How do you feel about your ability to drive CTR going forward
Gemini has 35 million DAUs
How much more efficient do you think you guys are
Mark, you mentioned bringing Horizon World into mobile. We haven't heard much from the Horizon World squad on these calls. So interesting that that's making it in
How are you setting up your new team in terms of achieving those types of goals versus products that can generate revenue for Meta kind of right out of the gate
when do you kind of see some of this constraint being eased back? And more broadly, we're kind of three years past the IDFA impact to your business
as the industry moves from chat to agentic behavior and more commercial intent moves into these AI products? I guess how are you thinking about monetization potential for Meta AI?
what are some of the areas that you are looking into for new work, new earning potential
could we put a dollar amount on the vehicle commitment from these OEM partnership deals over the next few years
how much of the restaurant margin being way up there is because of advertising, just because of time in market and the usual retention cadence