ayako: i think the landscape is rapidly evolving.ifficult to say whether or not alphabet or google is really in that position at that point with ai. it has clearly got a much bigger competitive landscape than what was traditional search's competitive landscape. we will have to see how this evolves in the coming months and years. caroline: many are feeling on the street that they have regained the initiative. many are excited about how gmail is going to become and may be excited that google glass is coming for a reiteration and a modern-day take. but i am interested ultimately as to whether this actually adds to revenue, to future profitability from the business when they are undercutting on the price perspective, significantly on the ai offering? ayako: and the cost of all of this ai and integrating it into all the different programs they will have, all the different offerings they will have, is still good to continue to increase. we saw that with the most recent quarter and they are increasing capital spending for 2024. so we will h