Needham's Bernie McTernan on if AppLovin can maintain its momentum

Joining me now is Bernie McTurnan from Needam. Bernie, app loving has also expanded far beyond apps now into the web going broader um and into AI as well kind of competing to be the the Neielson of digital and AI arguably. Um are its prospects in line with this valuation.>> Well, it's it's a great question. Um I think that the big thing is that there's already expectations built into next year for e-commerce or as we call the open web. Um we think consensus has about 1.6% billion.And so the last time there ...