Advertising was really strong in the quarter. Why was it so strong. Which geographies were good.What are you doing that makes Reddit so attractive relative to other platforms. And for having me. It was a really strong quarter across the board for Reddit.And in terms of revenue, we saw broad based strength across all the verticals. We saw geographic strength in the U.S. and in the rest of world growing over 70% in both geographies, we saw users grow 21%. Obviously, advertising revenue grew by 84% year over y ...

You were listening that to Tony, right. I just wondered if you had any response, difference of opinion on any of the ground that we covered. Yes, I would be much more negative.I think the Apple stock cannot work without without an Apple iPhone replacement cycle. And Tim Cook said on the call that they have 20 AI generative AI capabilities involved in its current iPhone. But next year, we're going to get really the Apple intelligence step up.So that's two years after he originally promised it, which means we ...

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 ...

This company still has throngs of adoring fans and they go to every event. I'm walking around like there's all these Cybert trucks. People are wearing t-shirts that say don't bet against Elon and they're wearing t-shirts from like previous product launches and it was almost like a reunion.There were things for the kids to do. There was a 3D printed Cybert truck that you could color. So they were giving out Cybert trucks and crayons and a lot of kids were were coloring them among the sort of test Tesla Elon ...

[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 ...

What do you make of this platform ization, this idea to be going broader and broader as cyber security companies. Well, so I think it's a bridge too far and we've seen the next generation a lot. Growth will follow a decelerating over the number of quarter recently and that's because they didn't they don't really have a platform at their core business, their network security business.They have platform formalization with, which is the promise, which is a crusade to know. It's a performance that will never ma ...