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what you are seeing in Europe, particularly Northern Europe, with Uber becoming a little more aggressive
is $50 million a good run rate to assume for the rest of the year, just assuming status quo on the macro environment
can you just help us kind of quantify the impact of the higher Dashers costs
as Amazon is doubling down on those categories, can you maybe talk a little bit about what you're seeing in terms of your growth within that category
how you think the entry of Amazon in that space is likely to kind of impact you guys
how that potentially could impact Dashers pay, eventually Dashers organizing
can you just provide an update on how has it progressed as your growth has accelerated?
If you had to dream the dream with kind of building a SaaS model around SevenRooms
Are there any structural issues in Europe, maybe Deliveroo's competitive positioning, et cetera, that makes these margins structurally lower?
can you expand a little bit more on the affordability initiative and mix shift that caused net revenue margins to be down
Can you talk the take rate was sequentially flat about 13.5%, I think the first time in while
can you talk a little bit about the importance of DSPs on the platform?
ray-Ban, Oakley AI glasses continue to perform really well for you guys, but Essilor-Luxottica owns and manages a lot more brands.
on that 10% RIF, how much of that is due to efficiencies for maybe AI implementation versus just the need to stay fit?
how do you see the on-balance sheet versus off-balance sheet financing of your AI initiatives? You've recently struck a deal with Blue Owl for the Louisiana data center. Is that part of the CapEx g...
on wearables, in particular, do you think you'll be able to sell enough hardware to recoup your investment? Or is that dependent on maybe creating new avenues for revenue from things like advertisi...
Just as you look at the spend on stock-based compensation over the next couple of years with all these hires, I'm assuming that we're going to see that materially -- or grow materially faster maybe...
Where are we on the development of glasses? And has that new computational platform that you've talked about in the past, is it moving faster or slower than you thought?
Do you think this is a market much like Search, where the winner takes most, or is it likely to be much more fragmented?
on the EU decision connection with the DMA, what kind of modifications will you need to make to the apps? And can you maybe just help us gauge the potential financial fallout
Could you maybe flush that out a little bit for us? What are the gating factors to kind of make -- to start making that a reality and have it start impacting kind of the P&L?
How does Agentic AI change the monetization model potentially for Trade Desk?
Can you maybe share your thoughts about potential fallouts for Trade Desk from that?
how are you evaluating the evolving competitive landscape? And I guess more specifically, have there been any meaningful changes in how Amazon has shown up competitively in the market?
are you already observing a significant shift in an advertiser sentiment? Or is the transition occurring at a much more gradual and measured manner