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AppLovin Corporation

AppLovin Corporation

AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max. AppLovin's primary tool for future growth is AXON 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.www.applovin.com

Search complete. 158 mentions across 53 episodes found for "AppLovin Corporation".

Oct 29, 2026

Kyle GrieveHOST
59:04
But Airbnb shows that you don't have to be decentralized for a business to prosper.
Kyle GrieveHOST
59:08
I think if you're running a business incredibly efficiently, like Airbnb or even Applovin, then founder mode makes a lot of sense.
Kyle GrieveHOST
59:13
But if you reach a level of scale where this doesn't work, then what often ends up happening is what Buffett called the institutional imperative, where layers and layers of management just pile up and the company starts doing things just because everyone else is doing the exact same thing.
Kyle GrieveHOST
59:26
So I think the whole founder mode and management mode really is dependent on multiple factors like scale, where the company is in its growth journey, and then just how efficient each employee is.
Tomer WaintroubGUEST
33:25
We want to grow, we want to build something very big.
Tomer WaintroubGUEST
33:28
And then we understood that if we cannot crack Google, Applovin, or Meta, it's something which is not scalable no matter what you get to, $1 million monthly, $2 million monthly, it's still, there is a limit to that.
Tomer WaintroubGUEST
33:42
And more than that, I can tell you that in the general industry, companies today and VCs are looking differently than what they used to look two years ago.
Tomer WaintroubGUEST
33:50
So two years ago, if you had 70, 80%, Incent traffic on your marketing was something that people could digest.
Connor MacDonaldHOST
5:50
That'd be meta.
Connor MacDonaldHOST
5:52
Apple oven, I think is one that I'd put in that bucket.
Connor MacDonaldHOST
5:55
And then you have to be really careful with it, but like a Google search and shopping and things like that.
Connor MacDonaldHOST
6:00
Would you say like you guys have had a similar sort of transition period at Jones Road?

18 MINS LATER

Connor MacDonaldHOST
24:01
So I think we'll feel like a much more modern business this year.
Connor MacDonaldHOST
24:03
The last question I have for you, Cody, before we get Austin Harrison in here and we go deep on NorthBeam stuff is, when someone should be actually trying to fix something on Black Friday.
Connor MacDonaldHOST
24:14
I just brought up this Apple of an example, that's probably the most significant change.
Connor MacDonaldHOST
24:18
And it's even like a relatively topical one.
Chris HallHOST
57:40
and james uh some exciting things happening over at universal ads um he thinks there's a big announcement today i saw this tweet to go out universal ads new campaign management partners bring tv buying into platforms marketers already use making it easier to manage tv alongside search social other digital channels and man there's like a ton of names here talk to me about this
James BorowGUEST
58:04
yes so uh our ads api is blowing up so i i really think like my whole mission with what we're building universal ads is to ensure that like our ads api is like the proxy for tv so like the same way that people think about like applovin really represents gaming inventory
Chris HallHOST
58:20
yeah
James BorowGUEST
58:21
we need people we need developers and we need people who are interacting with ai to think of the universal ads api as that proxy for television And so today we just launched a bunch of new partners that are building on top of the API.
Shane DevineGUEST
4:13
Half of them at least had funded Mamdani's campaign through the New Yorkers for Lower Costs PAC.
Shane DevineGUEST
4:22
And the two big names, the two big funders, Javed and Hassan, as well as Ahmed, Tariq Ahmed, all worked for the same software company called Apple Oven, which we can get into, but...
Michael WatsonHOST
4:38
Now that we've introduced the players, what is, when we talk about third worldism, what are we talking about?
Shane DevineGUEST
4:46
So I think it was the French who came up with the red-green term.
Shane DevineGUEST
6:38
Okay.
Shane DevineGUEST
6:40
Tiffany?
Tiffany GabbayHOST
6:41
I was just going to say now, where does the AppLovin connection come in? They're an interesting company.
Tiffany GabbayHOST
6:48
Clearly, as you've articulated, several of the big donors all worked there or had some involvement with this tech company and a tech company that's actually being sued, correct? For having pushed alcohol, vaping, adult services to children, you know, very wholesome things.
Josh ChandleyHOST
0:13
Three stories for you today.
Josh ChandleyHOST
0:16
Apple and Unity go to courts.
Josh ChandleyHOST
0:18
Tencent launches AdSurge, a new in-app ad network.
Josh ChandleyHOST
0:22
And finally, CloudX launches Orchestrator, a solution for managing multiple ad mediation solutions.

15 MINS LATER

Josh ChandleyHOST
15:00
And that makes it somehow different.
Josh ChandleyHOST
15:02
Because what we're ultimately talking about here is that's like the foundation of AdRawass campaigns.
Josh ChandleyHOST
15:08
If you don't allow that, all of Apple Oven's publishers will go out of business.
Josh ChandleyHOST
15:13
And so these
Shane DevineGUEST
4:13
Half of them at least had funded Mamdani's campaign through the New Yorkers for Lower Costs PAC.
Shane DevineGUEST
4:22
And the two big names, the two big funders, Javed and Hassan, as well as Ahmed, Tariq Ahmed, all worked for the same software company called Apple Oven, which we can get into, but...
Michael WatsonHOST
4:38
Now that we've introduced the players, what is, when we talk about third worldism, what are we talking about?
Shane DevineGUEST
4:46
So I think it was the French who came up with the red-green term.
Shane DevineGUEST
6:38
Okay.
Shane DevineGUEST
6:40
Tiffany?
Tiffany GabayHOST
6:41
I was just going to say now, where does the AppLovin connection come in? They're an interesting company.
Tiffany GabayHOST
6:48
Clearly, as you've articulated, several of the big donors all worked there or had some involvement with this tech company and a tech company that's actually being sued, correct? For having pushed alcohol, vaping, adult services to children, you know, very wholesome things.
Seth UdinskiHOST
1:10
So here it is.
Seth UdinskiHOST
1:11
Don is asking, I purchased Applovin when it went on the buy list at about $460 and it's down around the $200 range, $266 or so.
Seth UdinskiHOST
1:18
Should I sell or hold? Mark, what do you think?
Mark MinnellaHOST
1:24
Well, if you were on the call yesterday, you got in early on our decision on this.
Mark MinnellaHOST
1:42
And hey, Sam, maybe you could go through some of that information that we brought yesterday onto the Onto the call.
Mark MinnellaHOST
1:50
Oh, yeah.
Sam CaseHOST
1:51
So this is quite the mess with Applovin.
Sam CaseHOST
1:54
In case you don't know what they do, there are those lovely guys who put ads on apps when you're playing Candy Crush or something like that.
Mark MinelliHOST
2:53
Sure thing.
Sam CaseHOST
2:53
So this is quite the mess with Apple oven in case you don't know what they do.
Sam CaseHOST
2:57
There are those lovely guys who put ads on apps when you're playing Candy Crush or something like that.
Sam CaseHOST
3:03
An ad pops up.
Sam CaseHOST
3:05
Typically, it's tailored to you.
Sam CaseHOST
3:07
But recently, San Diego filed a lawsuit alleging that Applovin's advertising technology allowed sexually explicit content, adult dating advertisements, alcohol ads, vaping ads, marijuana ads to appear in games used by children even when parental controls were enabled.
Sam CaseHOST
3:27
At the same time, that lawsuit also alleges that the company collected sensitive personal information from children's devices without appropriate consent.
Sam CaseHOST
3:36
Of course, Mark, these are still allegations at this time, but it is quite serious from a BRI perspective, but also a financial perspective, right?
Eric KressHOST
21:08
So I'm going to get to the bottom of this, but that was a really interesting stat because if that is the case, then they're always looking for their next thing.
Eric KressHOST
21:15
And so that's what Applovin has optimized against the most is that they know exactly who this group of audience is.
Eric KressHOST
21:21
And so they are just feeding them new games all the time so that they can keep trying and churning, right? But the thing is that the people stick around for games for so long.
Eric KressHOST
21:31
That's why the 20% doesn't make sense.
Phillip BlackHOST
21:38
I mean, that's why people pay for ads is the ECPMs.
Phillip BlackHOST
21:40
So you're constantly getting pushed games and that whole business survives on people going to the other games and paying, right?
Jen DonahoeHOST
21:49
And that's why Applovin can charge more for their inventory because they bring you quality.
Eric KressHOST
21:55
What doesn't make sense is we know that these games, these big games retain the spenders for long periods of time.

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