It's an interesting deal. Basically, SoftBank kind of wanting to get Foxconn more integrated with its manufacturing part of this. Yeah, this is kind of a mysterious deal. So Foxconn made this announcement a couple of days ago.They said they were selling this facility to an entity called Crescent Dune that nobody knew who it was. So we've discovered that, in fact, it's SoftBank. They had been partners in the past.SoftBank is going to own the facility, and then SoftBank and Foxconn together are going to work ...

GBD5 is a significant step forward uh in a few different domains. So you mentioned coding, you mentioned writing uh in health for consumers and and medical professionals and we think that opportunity unlocks uh an amazing set of things in the enterprise that now become possible a mere number of months after we launched it. I think something like 92% of the Fortune 500 uh were actively using Chach or people at 92% of the Fortune 500 were actively using it.And so it was very obvious for us we needed to go bui ...

The Boring Company is a nearly decade old effort by Musk to reinvent uh public transportation in this instance by digging tunnels in which he will put his Teslas underground and whisk you around without traffic. >> You have a great anecdote in the story about a disastrous uh meeting or series of meetings they held with officials the Port Authority of New York. Tell us a little bit about that. >> Apparently Cuomo set it up was friendly with Musk at the time. They wanted to do this incredibly ambitious projec ...

We want to teach multiple subjects. I mean at the moment you can already learn certainly languages on Dualingo and that's what we're most well known for but you can also learn math and music and of late chess. Uh and ultimately the idea is I mean you know we're we're around 130 30 million monthly active users.Uh the idea is to have a billion people uh really learning uh useful things on their phone as opposed to doom scrolling. That's that's really what we're trying to do. just tell us where you stand in te ...

In making M&A is showing growth. Just tell us the vision, because many would say, okay, Duolingo is about language learning, but it's actually about a broader education offering right now. Yeah.I mean, ultimately we want to teach multiple subjects. I mean, at the moment you can already learn certainly languages on Duolingo, and that's what we're most well known for. But you can also learn math and music and of late chess.And ultimately, the idea is, I mean, you know, we're around 130 million monthly active ...

What's the the investor digestion going on, do you think. Well, I think right now we have a ton of momentum in the business. We also had some good luck on the sport outcomes side in Q2.So that was nice. And we're geared up for what is the most important time of year coming up with NFL and then obviously college sports and the World Series and Challenge. It's a big, big time of year.It's when we make our most revenue and acquire most customers and make our most adjusted EBIT. So really excited for that. And ...

Competitive Landscape - Tesla's supercomputer unit Dojo's former leaders are starting a competing startup, Density AI, focused on AI data centers for the car industry [1] - Density AI is poised to raise hundreds of millions of dollars [1] - The departure of Dojo leaders adds to the increasing competition in the AI and autonomous driving space [2] Talent Acquisition - Approximately 20 workers, including senior-level individuals, have reportedly left Tesla for Density AI [3] - The departed Dojo leaders are among several of Musk's top lieutenants who have left Tesla this year [3] Technology and Strategy - Density AI is developing full-stack technology to power AI data centers for the car industry [1] - Tesla's Dojo supercomputer program is considered a potential competitive advantage in its autonomous driving ambitions, training the AI behind autopilot, full self-driving, and the Optimus Humanoid robot [2]

Growth & Profitability - Lyft achieved its ninth consecutive quarter of double-digit growth [2] - Customer obsession is driving profitable growth for Lyft [1] - Lyft is experiencing record rides and double-digit growth, indicating strong consumer resilience in the US [14] Partnerships & Innovation - Lyft's growth is fueled by innovations like Lyft Silver and partnerships like the DoorDash partnership [2] - A new partnership with United Airlines is contributing to faster growth [3] - Lyft has a partnership with Motional, launching self-driving car service in Atlanta this summer [5] - Lyft has signed an agreement with Baidu to expand self-driving car operations into Europe [6] Autonomous Driving - Self-driving cars are expected to expand the marketplace for Lyft, with cities operating self-driving cars showing 5x the growth of others [4] - Lyft views self-driving cars as an opportunity rather than future competition [3][4] International Expansion - Lyft acquired Free Now, a taxi-focused aggregator in Europe, to establish a footprint across the continent [8] - Lyft plans to expand into Germany and the UK in 2026, pending regulatory approvals [7] - The acquisition of Free Now closed last week, and integration is beginning [11][12]

What did you make of the allocation towards glass, for example, particularly in Kentucky, in the United States. I think the cook is being very strategic about giving the administration what they want, which is investment in the U.S., but doing so in a way that is feasible. So it's still not about bringing production of the iPhone back, but really leaning into some of the partners like Corning and manufacture.The mastery of this is not just about the iPhone and Apple watches that are sold in the states that ...

We see that there's a concern about his CEO role at Cadence Design and their relationships to China. But it was well known that he's been a long time investor in China himself. Peter.Yeah, this was certainly a big surprise. I don't think anybody saw this coming, certainly not in the tech industry. Trump comes out and he calls for the resignation of Boutin, who, as you say, just arrived in March in that CEO role.He clearly been vetted very much by the board before he got that position. Now what they're talki ...