let us continue on the airbnb story with the senior technology analyst, mandeep singh. obviously in the last quarter, consumers were spending for airlines and experiences and airbnb. given the data starting to come in, can we continue to expect that? mandeep: yes. i think the guidance they gave for the next three months and towards the full year sounded like a key metric for them. that was around the last quarter. and they expect sequential improvements. clearly, the readthrough for all of the travel names is pretty good. in the case of airbnb, they are the player when it comes to alternative accommodations. they are trying to branch into new categories because in the end it is a penetrated market and how many times did you travel in a year? they are looking at newer categories but there is no matt -- no question that it is executing well. vonnie: i can find plenty of opportunities to travel. they will spend 200 to $250 on these new experiences, but do we know what those smaller businesses are? mandeep: yes. airbnb has that brand when it comes to the direct traffic that

for more mandeep singh joins us now. what do you make of this model? w does it stack up to rivals? mandeep: but they have shown as another reasoning model that can do well on certain benchmarks, and clearly was trained on one of the biggest clusters out there. when you think about the number of gp used a use for this model. is there anything groundbreaking? i don't think so, but at the same time what they are showing is all of these llm's are narrowing the capability -- capability gap they had with openai. i still think openai is the preferred model when it comes to the distribution and usage they have created for themselves. would be interesting to see how much upsell ex ai can have on twitter and how much users are willing to pay in subscription. that will be the test, but i think it scores well on all of the benchmarks. tim: is the market big enough now and in the future for chatgpt, for whatever comes next? is it smart enough or gemini? is it big enough or gemini? we need all of these? mandeep: we just got off the earnings season in the past one mon

mandeep singh is in the house. ader deceleration from ultimately monthly use growth. mandeep: i think when you look at their three-year target of mid to high teens, what could kind of get them there? it has to be the mobility segment. that is the core business. the delivery side is not that profitable still when you compare them to doordash. all the mobility side, everyone is worried about waymo rolling out to 10 more cities. granted, the number of rides is a fraction. only in two cities is there a relationship good it is not a relationship that spreads across all the cities and that is what investors are worried about getting if tesla is to come this year and get all the regulatory approvals they need, you can make the case that mobility growth will slow down. doordash has partnered with lyft now so i will say lyft should benefit. all of those factors weigh on the user growth. it is hard to make a case that the right frequency will grow given waymo is expanding in all of these cities. jackie: uber shredded at self-