Apoorv Agrawal

Mobile, same thing with Apple.

Social, same thing with Meta.

I was like, well, AI, Meta has all the distribution.

Google's got all the distribution.

They've got three, four billion users.

well, it'd be a flick of a switch for them to roll out their AI, but I was wrong.

That's not what happened.

Chad GPT turns out, uh, you know, you guys are at 900 million weekly active users now and,

that growth has been incredible.

Clearly distribution was not enough, right?

So the same question for distribution, what are the levers for us that have gotten us to the scale?

Is it model quality?

Is it, you know, product quality?

Is it, you know, features?

Is it the experience or product improvements like memory and personalization or search?

Like same question, like what would you say drove historical growth and success?

And so the question that I've really been waiting to ask you is how do we get the next billion?

And talk about that a little bit.

It seems like, at least from the outside fog of war, if I was a consumer today in the market to pick my super assistant, you would have a couple of great options.

clawed out there they're having some great traction last couple of weeks um gemini mega distribution uber distribution um and us by the by the leading product today at least in user numbers the next billion users where are they going to come from first of all just to contextualize that goal you we care about