So what's your read on Dream Force and Agent Force. Is it being adopted. Hey, Caroline, great to be here.Thanks for having me. So I'm here in San Francisco at Dreamforce, and I will tell you that there's a lot of talk about the agenda at Enterprise and what that means for customers. And what we saw yesterday was exactly what, with all due respect to Brody, we're talking about the need to show real customer adoption with real recognizable brands, talking about real business results.And I think what we've see ...

Is this a bubble. Well, thanks for having me on your program. And of course, that is the question that people are asking when things like this just go parabolic, to use a word that captures the imagination.People wonder, you know, how long can this go on. And they start comparing it to the past. We don't believe that it's a bubble.The underlying factor and force is the the usefulness that can be gotten from these A. I. models.And we're only at the very, very beginning of that. You know, companies are having ...

What does it mean to be deploying this right here, right now. So we are going to be deploying an advantage to quantum computer here in the region, and it will be available to researchers, scientists, businesses in Italy to basically explore how to make the best use of quantum computers. This is a part of the Q and Q Alliance, which was announced yesterday. D-Wave is a founding member of the Q Alliance, and that's all about bringing Quantum to Italy in support of their digital transformation initiative.Let's ...

Your team have been so on top of what has become a global concern about the design of door handles and latest cves. Yeah. The big concern here, I feel like in these issues of crashes and battery fires is is particularly the troubles that people are having with getting into these vehicles from the outside.Yes, there are issues with, you know, mechanical releases that are different from inside inside the vehicle and different from the typical way you get out of the vehicle. But what's really, I think, alarmin ...

How impactful is it that they're going get more and more on their own supply chain, their own hardware. Well, using in-house chips, of course, is paramount to what Apple has been doing under Tim Cook for the last decade and a half or so. But in terms of these new products today, this is probably the most minor set of Apple product refreshes that I could remember in recent history.What they've done here is essentially taking the designs from prior years, the iPad Pro design from last year, the MacBook Pro de ...

Company Performance & Outlook - SNL has a buy rating and a home price target of more than €1,000, with recent results and orders indicating potential stock appreciation [1] - Expectations for 2026 have been reset to a reasonable level, with no decline anticipated [2] - Growth beyond 2026 depends on demand from artificial intelligence players in the data center sector [3] Industry Trends & Dynamics - Momentum in the chip industry and market globally, acknowledged by ASML, is not yet fully reflected in firm orders [5] - There's a growing disconnect between announced deals and committed spending in the equipment industry, raising questions about financing [6] - Lead times for EUV tools from ASML are approximately 12 months, impacting production ramp-up into 2027 [8] - ASML is close to fully booked for 2026 deliveries of EUV tools, with limited upside potential [10] - ASML is preparing to avoid becoming a bottleneck for future growth, acknowledging industry demand [11] China Market - ASML's revenue exposure to China was 42% in the reported quarter, expected to decline significantly into next year [12] - Year-to-date system sales to China through September represent approximately 32% [12] - Chinese companies are currently ordering what they can due to restrictions, impacting the outlook for 2026 [13] - Lead times for tools purchased by Chinese customers are shorter than those for EUV tools, around six months or less [14]

Production Diversification - Apple is expanding manufacturing in Vietnam as part of its push into the smart home market [1] - This marks the first time Apple is manufacturing a new product category outside of China [3] - The move is part of a larger strategy to shift production away from China due to geopolitical risks, supply chain issues, and tariffs [4] - BYD, a Chinese EV maker, is a partner in this expansion, underscoring Vietnam's importance [3][4] Product Development & Strategy - Apple is working on three new devices for the home: a security camera, a home hub, and a tabletop robot [3] - These devices will reportedly use lower-cost LCD panels supplied by Tianma Microelectronics [1] - Apple aims to reignite consumer enthusiasm with these new products, addressing challenges in the smartphone market and AI integration [5][6][7] Market Impact - The new products, even if made in Vietnam, would still be subject to tariffs under the current regime [5] - The tabletop robot will feature an articulated arm and a display, potentially serving as a home hub for controlling appliances and facilitating communication [7][8] - The market is watching to see how consumers will react to these new product categories [7]

He's added on new updates today. How are we restricting content. So, Caroline, as I said, just to take a step back, we launched ten accounts in the US and now globally.Last year, teen accounts was to address the three things that parents were most concerned about, about their young people using Instagram. It was about unwanted contact. It was about the time they're spending on our app and it was about inappropriate content and minimising the amount of inappropriate content a teen would see on Instagram.What ...

I know writer to be another land focused company, a genetically focused company for the enterprise. Either you beat Salesforce at that or you work with them at that. Which is it.Yeah. What we do is help companies rewire operations to be AI native, and so partnerships with companies like Salesforce are really important part of that. So it's definitely the partnership angle.But there is something to be said around doing things native and being able to start with a blank sheet of paper versus, you know, layeri ...

There is a strategy now, right, a different environment to say, 2020 through 2022. And I'm trying to make sense of of what links it all. You seem to want to look at the high street a little bit and retail.What is your big strategy. Well, yeah, just in the past year, we've actually rolled out from 19 locations to over 100 locations for distribution. So we now we have more places for people to see and touch and feel the total product, which is incredible because we have 75% NPS and some of the lowest churn in ...