Jon Quast

But we do want to provide balance here.

We want to provide both sides of the argument.

Rachel's just given the more bullish AI, third-party aggregator model narrative.

Matt, I want you to counter this here.

What are the reasons why investors are a little bit nervous when it comes to AI and these platforms?

Okay, so we've looked at both sides of the argument here.

It seems like there are merits to the bull argument.

There are merits to the bear argument.

I'm curious, though, what is your personal take on this?

Where do you fall in this debate when it comes to what we're talking about here?

Rachel, let's start with you.

That makes a lot of sense.

If data is the moat here for these platforms, then Uber is definitely one with a lot of data and one to benefit.

Matt, how about you?

Where do you land on this?

And I think that's fair.

We don't always have to have our minds fully made up.

We're still processing sometimes.

So I appreciate that.

After the break, we're going to go to the final frontier.