Nikhil Devnani

“So you grew about 14 in Q2, and at the upper end of your guidance ranges, it points to a little bit of acceleration potential for the business. Would love to just hear what you're seeing in terms of the underlying drivers of this What's getting better?”

“So given the improving outlook for rides you've talked about and even your competitor has talked about, I would hope to hear a little bit more about how you feel on just driver supply as you think about the balance of the year.”

“I'll stick with the theme of international. And I guess broadly, there's a common perception that international might be lower quality growth because maybe you're not number one everywhere, or maybe the competitive set now is better funded and more consolidated today.”

“So first on M&A, just given Delivery Hero, you've done bolt-on deals in the past across the U.S. and other markets. What have the learnings been on integration?”