Travis Hoium

Maybe that isn't the huge fear.

And I think they talked about that a little bit on the conference call.

You've got this community of trust with Airbnb and in a world of AI and you don't know who you're going to be able to trust when you're doing something like planning a trip.

Maybe that's an okay place to be.

We'll see.

I'm always interested to hear Brian Chesky's digs at AI on the conference calls, too, because he always seems to have an interesting take or two.

Jason, what did we learn from Shopify?

That's a drop in the bucket, to be fair, $154 billion.

Lou, we had Ferrari report, and I wanted to get your thoughts on Lewis Hamilton's season ahead, but we'll skip that for now.

What did the numbers look like?

All right.

I want to get to that too quickly here.

A sentence or two, Jason, what'd you think of Spotify's results?

Yeah, the kids app is very sticky for us.

Lou, Pinterest is down 22% today.

A lot going on with earnings, but there's also, Lou promises me there's something exciting going on in trucking.

We'll get to that in a moment.

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Okay, Lou, you are the old boring business guy.