Ross Sandler

“Mark, you touched on this earlier, but could you elaborate a little bit on maybe some high-level metrics around the per-user cost structure of Muse today, and then how you kind of see that cost curve coming down as you go forward, and what are some of the things you're doing to bring that cost curve down?”

“Just a high-level question and then maybe a more kind of targeted one. So high-level, we're about three years into the Cortex modernization into deep learning, and clearly you've had lots of success with kind of model updates and iteration.”

“Dara, the new AV Lab, what are those guys working on that complements what your partners are working on? And then, DK, the delivery business has these kind of small all acquisitions kind of, you know, we're lapping one in Turkey and then we're adding these two in the third quarter.”

“Maybe shifting gears to core ebay xd pop so the um we're about to lap some of the kind of non-durable items that you guys have talked about uh in the past yet the the 3q and the implied kind of 4q gmv looks like it's you know just shy of 10 percent kind of organic so um just curious for an update on you know some of…”

“Bill, you mentioned the integrations with first-party measurement and the, like, AI-optimized bidding as a growth driver at some of these larger accounts. Could you elaborate on where we are on that progression and what you're seeing thus far?”