These viral experiences grow a garden, for example. How much are they contributing to this growth. Hey, great to be here.And we have created an essential, really, the conditions to grow a garden, in this case, growing amazing creative new experiences on Roblox, in addition to grow a garden, which is a cultural meme right now, there's five experiences on Roblox with more than 10 million daily active users. And I want to highlight, in addition to that great growth we saw, we saw 13 and up users grow daily act ...

Financial Performance - Reddit's advertising revenue grew by 84% year-over-year [2] - International revenue accounts for approximately 20% of total revenue [13] - International advertising revenue grew over 70% in the quarter [13] User Growth - User growth increased by 21% [2] - Active advertising grew by 50% year-over-year [2] Strategic Initiatives - Reddit is investing in capabilities to enhance the value of each impression for marketers [4] - Reddit is expanding its sales team across verticals and geographies [5] - Reddit is developing a distinctive destination search experience, integrating Reddit answers with core Reddit search [6][8] - Reddit is exploring monetization opportunities within Reddit search [6][8][9] - Reddit is open to data licensing conversations, recognizing Reddit's contribution to AI models [10][11] - Reddit is focusing on growing local communities through partnerships in sports and entertainment [14] - Reddit is utilizing AI for machine translation to facilitate global conversations [13]

Apple's Challenges - Apple stock's performance is tied to the iPhone replacement cycle, which is delayed, potentially hindering its ability to outperform [1][2] - Apple's generative AI capabilities are perceived as lagging behind competitors like Google, potentially weakening the iOS ecosystem's appeal [3] Amazon's Cloud Performance - Amazon's cloud growth, while at 17%, is facing margin pressure, with margins decreasing to 32% from 39% last quarter [4][5] - The market is concerned about Amazon's cloud margins compared to competitors like Google and Microsoft [5] - Amazon is investing heavily in areas like Kuiper and same-day delivery, which are not yet generating significant revenue, causing investor concern [9] - Amazon's AI strategy focuses on hosting other companies' large language models on its cloud platform [10] Cloud Market Dynamics - 85% of companies are still using physical servers, representing a significant opportunity for cloud providers like Amazon [7] - Amazon is still the largest cloud provider, being 65% bigger than its next closest competitor [6]

What do you think in terms of Apple's seeming resilience and growth in China. Yeah. I think that there you know, Carnegie is still in demand and they did some pricing adjustments to make it more attractive to sit under the subsidies.And at the end of the day, I think it's still a really high quality product and brand. I think that what matters going forward is their product innovation around AI and improving Siri. You know, I think that that you had a period where while we came back and took share back and ...

It wasn't just the ad pricing in the quarter gone or talking up all of their prowess or narrowing the CapEx range. The thing that surprised many was them saying next year, 2026, we will grow CapEx. What did you make of that.Word now, and it tells you that the spending on AI really does continue. I mean, I think everybody's been concerned that the spending is going to drop off a little bit. But from a dollar perspective, many talked about how 2026 will see, you know, substantial increase in CapEx similar to ...

Kleiner Perkins history with Dylan Field, the CEO goes way back. And I'm just interested as to your perspective of what you saw in him in that series. BROWN Yeah.So we've been fortunate partners with Taylor Fields for the last eight years or so, and Dylan always embodies the spirit of what we embody. Kleiner Perkins We want to back founders who make history. And Dylan is certainly one of those.And we actually look back at our investment memo from 2017. We wrote something like Dylan and Evan are special foun ...

There's actually like a lot of granular questions about what you're spending on whether it's a kind of shift to offer more in the air domain beyond the core CPU. Could you just explain a little bit of where that's based. Yeah.Happy to. And good morning. And thanks for. Thanks for having me this morning.So a few things that are going on with our business. We just came off our first quarter. We're in our first fiscal year.We've never actually in the first quarter ever had $1,000,000,000 in revenue. That was a ...

You and I have discussed this so many times, the move into Iot and in particular automotive. So I thought that a good starting point would be to ask when smartphone and handset is no longer the majority of revenue and when that kind of tipping point or how close toward that tipping point is where your diversification efforts have shifted the business model. Very good.Ed, great talking to you. Look, I. I don't really understand what not to like about it.We have been consistently delivering what we said we're ...

Fan Base & Community - The company has a large and enthusiastic fan base that attends events and expresses strong support for Elon Musk and the company's products [1] - Fans show their support through merchandise like t-shirts referencing past product launches and slogans like "don't bet against Elon" [1] - Some fans have invested significant portions of their life savings in the company [4] Product Excitement & Future Vision - The company's supporters are particularly excited about the potential of robo taxis and Optimus [2] - The Cyber Cab, a car without a steering wheel, was showcased at the event [2][3] - A 3D printed Cybertruck was available for children to color, indicating efforts to engage younger audiences [2] Investor & Customer Overlap - There is a significant overlap between Tesla car owners and investors in the company, with some becoming investors after buying a car and vice versa [4]

[Music] So, we're here at the Tesla diner. I'm going to go make an order. Maybe a burger, maybe a surprise, maybe a tune melt.I don't know. Let's go find out. Elon Musk opened the Tesla diner last week, just as the company reported its steepest revenue decline since 2012.Despite these darkened projections, the fervor around the $1 trillion brand has never been stronger, compelling some fans to make pilgrimages from as far away as Nova Scotia. Being there felt like stepping back in time to one of the drive-i ...