Thomas, thank you so much for joining us. I know it's been a really busy day. Coming out of Google Cloud Next, what is the clear signal that Google's AI strategy has evolved and that you guys are ahead, not just playing catch up?

It's a combination. First of all, we have hundreds of customers talking about all the success. They're having using our AI technology across virtually every industry and from all different parts of the world.

And then we have a super strong slate of announcements.

We've introduced over 3,000 new capabilities this last year, across AI infrastructure,

across AI models, across the tools to use the models, and a new set of

products around what people call AI agents.

So across every part of this portfolio, we have a lot of new, exciting stuff.

It's that combination and the fact that so many customers adopting it and the fact that at every part,

if you look at infrastructure, cost of training, cost of inference, latency performance with a

world leader across the model portfolio, Gemini Pro 25 is a world's leading model.

Okay, Thomas, we talk a lot about where Google is placed across every layer of the

stack in that sense unique. But talk a little bit more about the adoption piece. What can we look at

to know that Google's winning more customers than your rivals and that that's going to continue?

Also, the idea that generative AI is going to lead to top line growth, not just cost cutting.

So generative AI is helping people in retail, improve online search on their website and in their catalogs, help media companies build recommendation systems to help people find the right movie to watch or the right information to to kind of entertain themselves,

help advertising. You know, lots of people are using our tools to create content for advertising.

We've seen people improve the precision with which new products can be built using our AI tools. All of these are for

top line growth, not about cost optimization. And where we are seeing adoption is the number of

companies that are starting projects with us in AI, the number of companies from different

industries that say,

okay, I really think Google,

because you can really help me speed up

...