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
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Search complete. 158 mentions across 53 episodes found for "AppLovin Corporation".
Oct 29, 2026
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley
K
59:04Kyle GrieveHOST
But Airbnb shows that you don't have to be decentralized for a business to prosper.
K
59:08Kyle GrieveHOST
I think if you're running a business incredibly efficiently, like Airbnb or even Applovin, then founder mode makes a lot of sense.
K
59:13Kyle GrieveHOST
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.
K
59:26Kyle GrieveHOST
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 Waintroub & Avi Asher: Mad Brain Games on 40 Games, Zero Artists, Weekly Launches & AI Agents.
T
33:25Tomer WaintroubGUEST
We want to grow, we want to build something very big.
T
33:28Tomer WaintroubGUEST
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.
T
33:42Tomer WaintroubGUEST
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.
T
33:50Tomer WaintroubGUEST
So two years ago, if you had 70, 80%, Incent traffic on your marketing was something that people could digest.
How to Track Black Friday Performance & Make Last-Min Budget Calls
C
5:50Connor MacDonaldHOST
That'd be meta.
C
5:52Connor MacDonaldHOST
Apple oven, I think is one that I'd put in that bucket.
C
5:55Connor MacDonaldHOST
And then you have to be really careful with it, but like a Google search and shopping and things like that.
C
6:00Connor MacDonaldHOST
Would you say like you guys have had a similar sort of transition period at Jones Road?
18 MINS LATER
C
24:01Connor MacDonaldHOST
So I think we'll feel like a much more modern business this year.
C
24:03Connor MacDonaldHOST
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.
C
24:14Connor MacDonaldHOST
I just brought up this Apple of an example, that's probably the most significant change.
C
24:18Connor MacDonaldHOST
And it's even like a relatively topical one.
X Ads for DTC “Top Priority” | Superpower’s Peptide Library | DoorDash to Buy Instacart for $17B
C
57:40Chris HallHOST
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
J
58:04James BorowGUEST
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
C
58:20Chris HallHOST
yeah
J
58:21James BorowGUEST
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.
Who Funds that?: Who Funds That? EP 28: The Mysterious Donors Behind the Third Worldist Left
S
4:13Shane DevineGUEST
Half of them at least had funded Mamdani's campaign through the New Yorkers for Lower Costs PAC.
S
4:22Shane DevineGUEST
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...
M
4:38Michael WatsonHOST
Now that we've introduced the players, what is, when we talk about third worldism, what are we talking about?
S
4:46Shane DevineGUEST
So I think it was the French who came up with the red-green term.
S
6:38Shane DevineGUEST
Okay.
S
6:40Shane DevineGUEST
Tiffany?
T
6:41Tiffany GabbayHOST
I was just going to say now, where does the AppLovin connection come in? They're an interesting company.
T
6:48Tiffany GabbayHOST
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.
The AppLovin Unity lawsuit, Tencent announces AdSurge, CloudX releases Orchestrator.
J
0:13Josh ChandleyHOST
Three stories for you today.
J
0:16Josh ChandleyHOST
Apple and Unity go to courts.
J
0:18Josh ChandleyHOST
Tencent launches AdSurge, a new in-app ad network.
J
0:22Josh ChandleyHOST
And finally, CloudX launches Orchestrator, a solution for managing multiple ad mediation solutions.
15 MINS LATER
J
15:00Josh ChandleyHOST
And that makes it somehow different.
J
15:02Josh ChandleyHOST
Because what we're ultimately talking about here is that's like the foundation of AdRawass campaigns.
J
15:08Josh ChandleyHOST
If you don't allow that, all of Apple Oven's publishers will go out of business.
J
15:13Josh ChandleyHOST
And so these
Who Funds That? EP 28: The Mysterious Donors Behind the Third Worldist Left
S
4:13Shane DevineGUEST
Half of them at least had funded Mamdani's campaign through the New Yorkers for Lower Costs PAC.
S
4:22Shane DevineGUEST
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...
M
4:38Michael WatsonHOST
Now that we've introduced the players, what is, when we talk about third worldism, what are we talking about?
S
4:46Shane DevineGUEST
So I think it was the French who came up with the red-green term.
S
6:38Shane DevineGUEST
Okay.
S
6:40Shane DevineGUEST
Tiffany?
T
6:41Tiffany GabayHOST
I was just going to say now, where does the AppLovin connection come in? They're an interesting company.
T
6:48Tiffany GabayHOST
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.
October 23, 2026
S
1:10Seth UdinskiHOST
So here it is.
S
1:11Seth UdinskiHOST
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.
S
1:18Seth UdinskiHOST
Should I sell or hold? Mark, what do you think?
M
1:24Mark MinnellaHOST
Well, if you were on the call yesterday, you got in early on our decision on this.
M
1:42Mark MinnellaHOST
And hey, Sam, maybe you could go through some of that information that we brought yesterday onto the Onto the call.
M
1:50Mark MinnellaHOST
Oh, yeah.
S
1:51Sam CaseHOST
So this is quite the mess with Applovin.
S
1:54Sam CaseHOST
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.
2026 10 23 Financial Issues
M
2:53Mark MinelliHOST
Sure thing.
S
2:53Sam CaseHOST
So this is quite the mess with Apple oven in case you don't know what they do.
S
2:57Sam CaseHOST
There are those lovely guys who put ads on apps when you're playing Candy Crush or something like that.
S
3:03Sam CaseHOST
An ad pops up.
S
3:05Sam CaseHOST
Typically, it's tailored to you.
S
3:07Sam CaseHOST
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.
S
3:27Sam CaseHOST
At the same time, that lawsuit also alleges that the company collected sensitive personal information from children's devices without appropriate consent.
S
3:36Sam CaseHOST
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?
TWIG #406: Roblox Goes Private, AI Floods the Platform and GTA VI Comes for Shooters
E
21:08Eric KressHOST
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.
E
21:15Eric KressHOST
And so that's what Applovin has optimized against the most is that they know exactly who this group of audience is.
E
21:21Eric KressHOST
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.
E
21:31Eric KressHOST
That's why the 20% doesn't make sense.
P
21:38Phillip BlackHOST
I mean, that's why people pay for ads is the ECPMs.
P
21:40Phillip BlackHOST
So you're constantly getting pushed games and that whole business survives on people going to the other games and paying, right?
J
21:49Jen DonahoeHOST
And that's why Applovin can charge more for their inventory because they bring you quality.
E
21:55Eric KressHOST
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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