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how you're feeling about your capacity levels and how capacity constrained you are right now?
the revenue guidance. It looks pretty robust growth in the third quarter
Can you explain why they might fluctuate up and down if it's beyond just capacity?
Are you seeing any cannibalization of search
comment on the pace of innovation in frontier models
How are you doing with Gemini subscriptions
Is it accelerating as you integrate more AI
How do you think about expanding your opportunities beyond ads? Things like subscriptions or licensing cloud models
I'm just wondering if you're seeing a general acceleration in e-commerce activity. Where do you think the dollars are coming from? And is the entire Internet ecosystem accelerating?
how do you think about margins in this content cycle? Any reason to think they would be different versus prior cycles
how are you thinking about the ROI? And are you optimistic about the long-term returns?
Do you think of all this capacity mostly for internal uses? Or do you think there's a way to share or even come up with a business model where leveraging that capacity for external uses?
your CapEx spend is now on close to some hyperscalers with very big client bases? Just help us conceptualize the kind of ecosystem you're building with your CapEx
Just on the guide in the second quarter, there are reports of potential supply issues in e-commerce. How you thought about that in the guide, and maybe how you're thinking about it for the back half?
How do you think about monetizing that? Could it be CPC ads? Or how are you thinking about that?
do you think the content could change? Could it appeal to more users? Will that impact advertising at all?