I think the point here is that it's foolhardy for grocery brands to rely on online advertising alone. There's been a big surge towards E-commerce, and we've seen a big surge towards retail media as a result, but most sales are still happening in brick and mortar stores.
And then of course for Uber, they've got the grocery and the restaurant delivery business, and particularly on the grocery side, we've got continued very strong growth for them. But to Max's point, that's not the whole story. That's just top line growth, they need to control cost, they need to figure out how to be profitable.