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...platforms. And so having that noticing that change and then thinking about, okay, how do we how will that change the companies that can serve them? What are the opportunities? And one is around these marketplaces themselves. And I think I've come to
...of the creator economy. It's a VC term that everyone likes to use these days. But I think it's this ability to do multiple jobs
...and the gay economy did to and even, you know, Airbnb ing your extra bedroom or whatever. All these things put pressure on the shift labor. Right. Which was, you know, really pernicious, like, hated, like, oh, god. I gotta be a greeter, and I gotta w
...versus gig economy. And let's just assume that because it's a free market and it's, you know, pretty dynamic, all things being equal, working at McDonald's and Starbucks and the Apple Store and Uber and DoorDash and Lyft and Amazon drivers, they all
...economy stuff. So just, you know, the the balance between, like, contractors versus employees. And we do, deliver some goods that are, like, hazmat, so that's, also applicable, such as, like, large quantities of paint. Mhmm. So, yeah, I would say, li
That mean that is realistic. So if everybody steps down a little bit, you could see revenue be flat instead of growing 30%. At an Airbnb, Airbnb hosts might need to lower their prices, have less money to pay their cleaning crew, or maybe they lay off
...economy in a post ChattyPT world. Never squander never squander a crisis. Chaos. That's capitalism. It's a ladder. Chaos is a ladder. Yeah. Alright, everybody. We'll see you next time. Bye bye. Bye.
Mostly, tariffs don't apply to digital services and software, Jason. So, you know, we're talking quite a lot about how, you know, freight's gonna be disrupted, things will get more expensive. But software, the thing we talk about the most on this sho
...of the creator economy. It's a VC term that everyone likes to use these days. But I think it's this ability to do multiple jobs because of your interests and and things that you care about. And so this is a fascinating trend. And so the way organizat
So I think there's a lot in kind of Atlassian's world as well. So those are ones that I'm actively chasing. And then the other kind of large thesis within, this future of work is around the desegregation, of work into gigs. Tell us more about how you
On the gig economy, the good news is, DoorDash and Uber and Lyft, and any number of people are kinda way ahead of you in bigger targets so you can draft behind their best practices, I suppose. And because this is a b to b service, you know, I would t
...economy is a major contributor to this. Everybody in their family knows somebody who maybe they didn't fit in in corporate America. Maybe they weren't able to get up in time and do the nine to five thing. And this magical little thing, press a button
the shipping piece of Mercado and Dios. And finally, there's about a billion dollars of ad revenue. So you take all of those numbers and you divide it by the 51,000,000,000 of GMV, and you can get the approximate contributions to the overall take rat
You're you're just you leave you leave Times Square forty second. Herald Square is thirty fourth. It's just Broadway's closed. It's all people. Mhmm. And they've shut down the roads and they have tables and outdoor cafes and pop up booths and coffee.
you could do this with Facebook and you could or Meta Corporation. You could do it Microsoft and Amazon Web Services. And that would tell you, hey. Well, what if they cut 20% of their workforce? What would it look like? And then it becomes like an in
From the consumer perspective, Mercado Pargo is a digital wallet that can be used on and off marketplace. From a merchant perspective, Pargo is a merchant acquirer that processes payments and handles installments, and we'll get to that later as well.
We all took swings at the bat at that exact concept is that it could be done better, cheaper, faster. One of the amazing things of these vision action models that are now being employed is you can rapidly learn using vision systems and then deploy au
...platform, ETAs come down, prices come down, the price becomes cheaper, so actually our unit volumes accelerate. So if you look like our q one unit volumes, they grew 24% versus 19% in q four. So we accelerated, you know, trip growth, which is not som
...in the economy. So, like, I truly believe that, and I think ride sharing is that case too. You know? Now drivers are very upset and have, about a lot of things and have perspectives on that. But if you look at, you know, how, economically, how taxi d
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