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how you are evolving your views on the monetization of AI search activity
what gives you confidence that it will also grow the addressable market for marketing activity
clarify your back half outlook
should we think of these as distinct experiences
how should we think about the future monetization opportunity of Gemini
how critical is it for Meta to have a leading general-purpose model or is there a sufficient capability in a model that really excels at specific use cases?
Could you talk about are you seeing any signs of diminishing returns to those investments? And do you think do you have visibility beyond '26 into further opportunities there?
as you think about with the -- hopefully, a leading frontier model next year in hand, could you talk about where you think the value will accrue in this evolving ecosystem? Will it be with the plat...
How should we think about the timing of AI capabilities necessary to drive WhatsApp for business adoption in higher cost -- higher labor cost labor markets?
What does the revised CapEx outlook for this year for '25 mean about future years? Does it mean anything, or you talked about this being an acceleration
as we think about future needs for hiring, could you just give us a sense of how we should think about that? You announced the performance-related reductions earlier
Could you talk a little bit about the constraints you're seeing or where you're seeing constraints, either internally resources planning or externally