Josh Beck

“I wanted to go back to the cart assistant learning. So it certainly sounds like basket size has been an early standout. I'm curious, maybe you need, you know, more data to see this, but how are you thinking about maybe frequency and conversion?”

“I wanted to go back to the AI costs because I think you shared a little bit more than we've generally heard on the earnings call. So I think you said the cost of tokens was up $80 million year over year, but you're saving, I think, almost a percent maybe of revenues in terms of product development.”

“I have maybe a product-oriented question. So on DOT getting to high single digits within a market by the end of the year, could you give us maybe like some characteristics?”

“Okay, and then maybe a follow-up for Lior just on how to think about bookings, you know, if you look to last year, it kind of been within a point of revenue growth and obviously dipped about three points below.”

“Maybe more of a multi-pronger on the product side. So, the new app user retention, you certainly highlighted as an area of early success.”