ABNB's and CART's platform improvements (partially driven by GenAI) are delivering growth and profitability… while LYFT is seemingly having to spend for growth. ABNB: Acceleration Station: ABNB's 2Q room nights/Adj. EBITDA were 2%/1% better than expected as nights booked benefited from continued improvements to the platform across hosted inventory, user experience/interface and payment optionality… further supported by underlying strength in macro leisure travel demand. The double-digit 2Q nights growth is ...