Podcasts about applovin

Nintendo's stock is getting hammered without a new Mario, Monopoly GO is going all-in on The Simpsons, and Liftoff is back on the public markets. Meanwhile, Xbox finally seems to be doing what it should have done years ago.In this episode, we break down:● Liftoff's IPO and the AppLovin challenge● Monopoly GO's Simpsons mega-event● How Scopely uses IP for reactivation● Apple's crackdown on low-quality apps● Xbox's biggest Summer Showcase in years● Why Xbox is bringing exclusives back● Fable, Gears, Persona 6, and Minecraft Dungeons 2● Nintendo Direct's biggest announcements● The growing mystery of missing Mario● Why Nintendo investors are getting nervous● Paramount's new gaming division● TMNT, Star Trek, Avatar, and Marvel projects● Why Hollywood struggles to make games● The missing mobile strategy at Paramount● Apple IDFA rumors and what they mean for UA● The future of AppLovin, Meta, and Google adsCHAPTERS:01:36 Minecraft Summer Parenting03:22 Quick Correction Bond Sales05:18 Liftoff IPO Breakdown06:41 UA Ecosystem and AppLovin08:37 Private Equity Red Flags10:41 Simpsons Takes Monopoly Go11:53 Why the Crossover Works15:20 UA Reactivation and Celebs19:12 Apple's App Store Purge21:54 Xbox Showcase and Strategy25:57 Xbox Margin Unlock26:38 Platform Strategy Risks27:29 Minecraft Sales Reality28:30 Nintendo Direct Highlights30:42 Where Is 3D Mario36:12 Paramount Games Revealed38:17 Execution Over Press41:48 Mobile Missing Piece43:19 IDFA Rumor Rant46:20 If IDFA Returned48:10 Rumor Season Noise50:24 Closing The Episode

What I learned from reading Jony Ive: The Genius Behind Apple's Greatest Products by  Leander Kahney. Made possible by: Ramp: https://ramp.com Axon by Applovin: https://axon.ai/founders Vanta: https://vanta.com/founders

Block Out by Grand Games is scaling to $300K/day — and it doesn't even have an Android version yet. It's about to become Grand Games' biggest title, overtaking Magic Sword, and the whole thing is a masterclass in perfect execution over original innovation.Matej Lančarič, Jakub Remiar, and Felix Braberg break down Block Out, the deterministic sort puzzler that's quietly become one of the most aggressive scalers in mobile. The conversation covers how Block Out's iteration is now out-earning the game it borrowed from (Color Block Jam), the level-design difference that makes it more casual and more approachable, the UA upgrade that Jakub estimates at 500%+ over Grand's earlier games, the iOS-only / US-only / single-AppLovin-campaign soft launch playbook (the same one Pixel Flow used), the blended-ROAS interstitial strategy driving 32-36% ad revenue, and the 1,000+ creatives and 260 playables now powering the scale. Plus the bigger Grand Games story: a $70M raise, $105M+ total funding, and a template machine that takes proven concepts and executes them better than anyone.The thesis, straight from the episode: Grand Games doesn't do giant innovation. They do perfect execution.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 the 500% UA upgrade03:50 The numbers — $300K/day, 140K downloads/day, iOS only06:40 The Grand Games template — perfect execution, not innovation10:25 What a deterministic sort puzzler actually is13:25 Block Out vs Color Block Jam — the level design difference20:50 The soft launch playbook — one AppLovin campaign, US only21:45 The ad question — blended ROAS and 32-36% ad revenue26:30 The UA breakdown — Mintegral, 1,000 creatives, 260 playables--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Liftoff finally went public this week — at a valuation that tells you exactly what the public market thinks mobile ad networks are worth. That's just one of four stories this week that genuinely matter if you run UA.Matej Lančarič flies solo for the breaking news segment, ranked from biggest to most practical. Liftoff listed on Nasdaq as LFT after a second attempt, raising $437M at a $3.83B valuation — a 25% haircut from the $5B it wanted in January, and below the private valuation General Atlantic paid in 2025. A Niko Partners report buried a number most Western publishers still aren't modeling: minigames are now almost 20% of mobile game spending in China. Akin launched AMF Capital with Makers Fund, opening with a $28M UA financing facility for Birhack. And the throughline of the week — mobile has officially shifted from core-first to event-first, with Monopoly Go's Simpsons crossover, Rovio's own admission, and Supercell's MoCo reboot all pointing the same direction.The bar keeps moving up. The industry is consolidating around scale, capital, and live-ops.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Supercell reboots MoCo's live-ops00:30 Liftoff goes public at $3.83B — the IPO breakdown03:00 China minigames are now 20% of mobile spend05:30 AMF Capital launches with a $28M UA financing deal07:00 Mobile shifts from core-first to event-first09:00 What event-first actually means for your UA

Es heißt Brückentag, weil wir Brücken bauen wollen. Das hier ist die wohlwollende Episode. Und es geht heute um "historische Probleme mit der Rechtzeitigkeit der Informationsbereitstellung" in einer "Phase des Wandels und des Übergangs", um die Frage, was jetzt eigentlich das US-TikTok so großartig verändert hat, um die ewige Frage des “Warum hat Musk Twitter gekauft?” und um die Rückkehr von Vine. Ganz schön viel für so einen Brückentag, was? Aber wir wollten ja an all die Menschen in Berlin oder anderswo denken, die noch nie von Frohnleichnam gehört haben. Schönes Wochenende! ➡️ Mit der "Haken Dran"-Community ins Gespräch kommen könnt ihr am besten im Discord: http://hakendran.org

What I learned from reading Steve Jobs in Exile: The Untold Story of NeXT and the Remaking of an American Visionary by Geoffrey Cain. Made possible by: Ramp: https://ramp.com Axon by Applovin: https://axon.ai/founders Vanta: https://vanta.com/founders

Operators Titans is brought to you by AppLovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits here: https://www.9operators.com/paid-growth Or, skip the waitlist and launch your AppLovin ads today with our Operators-exclusive link: https://axon.ai/en/9operators “We've never had anyone do four deals in 60 days.” How do you build two nine-figure brands with no outside investors and a Facebook ads background as your only real edge? Zach Stuck, founder of Easy Street Brands and co-founder of Hollow and Mars Men, joins Matt Bertulli (CEO, Pela Case & Lomi) and Sean Frank (CEO, Ridge) to break down how he turned an agency into an eight-figure exit and cold-started two nine-figure brands in opposite categories.  Closing four deals in 60 days and an L Catterton round, Zach's brand building decisions are laid on the table. He walks through nearly losing Homestead keeping Hollow alive, and lays out the ecommerce strategy for building from zero. He closes on what the holdco model requires to work and why most operators get it wrong.

This episode is a rebroadcast of Auren's appearance on the GTMnow podcast ---------------------------------------------------Auren Hoffman (Flex Capital) joins the GTMnow podcast to share some of the most contrarian takes in tech today, from why AI moats are gone, to why your next VC meeting will be with a bot, to why AI is secretly going to trigger a baby boom.In this episode:Why Auren runs 500+ AI agents to source deals, and what that means for founders raising capitalThe "agent-to-agent" meeting prediction: by end of 2026, first VC conversations will be fully automatedWhy every software moat has been "blown up" and what Salesforce, LinkedIn & DocuSign need to do to surviveThe OpenAI x The Hustle acquisition breakdown: why it's the smartest (and cheapest) distribution play in AIWhy missing a great deal is 10x more painful than making a bad one, Auren's honest VC mistake frameworkThe baby boom thesis: why AI, IVF, self-driving cars & cheaper energy could reverse the fertility declineWhy companies won't sign yearly SaaS contracts anymore, and what that means for every B2B founderAuren Hoffman is the founder of NQB8, Flex Capital, SafeGraph, and LiveRamp. He's an early backer of Replit, Perplexity, Rippling, Vercel, Coinbase, Chime, and AppLovin.Max's socials: https://x.com/hackitmaxhttps://www.linkedin.com/in/maxaltschuler/Auren's socials:https://x.com/aurenhttps://www.linkedin.com/in/auren/https://auren.substack.com/GTMnow: https://gtmnow.com

Voodoo wasn't supposed to be making this kind of money. For years their entire portfolio sat at sub-$100K/day games — Mob Control, Cap Heroes, the usual hyper-casual treadmill. Then something switched in early 2026 and now they're suddenly running at $1M/day in IAP across the portfolio. The flag-bearer for the new era is Marble Sort.We dig into Marble Sort by Voodoo — a sort-category puzzler that scaled from launch in February to $200K/day in IAP plus $52K/day in ad revenue by March. The conversation covers the sorter-category explosion (Pixel Flow's Scopely acquisition for close to $1B set the precedent), the 800-1,100 creatives running on AppLovin and what they tell us about Voodoo's creative production discipline, the level-design and APS-curve methodology that Tripledot-style studios actually use, why this game could be just a mini-game inside Royal Match (and why that matters), and the bigger story underneath: Voodoo just launched a mid-core PvP studio led by ex-Kameli Games French founders, signaling a serious IPO push in the next 1-2 years.If you want to understand the Voodoo renaissance — or just figure out why Jakub keeps insisting "the sort category is the new hot shit" — this is the episode.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Voodoo is suddenly doing $1M/day in IAP02:24 The sorter category is the new hot shit (and why)05:36 The Voodoo portfolio renaissance — Castle Clashers + Marble Sort08:56 Walking the game — sorting mechanics, level curve, no live-ops yet13:40 The level design metrics — APS curve, booster win ratio17:38 32% ad revenue + $52K/day = roughly $250K/day total19:59 800-1,100 creatives in 30 days — AI + gameplay + AppLovin altered videos28:33 Voodoo's new mid-core PvP studio + the IPO setup--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SAChapters---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Tejas Manohar, co-founder and co-CEO of Hightouch, joins Ari Paparo and Eric Franchi to discuss composable CDPs, replacing LiveRamp, enterprise AI workflows, and why marketers still need SaaS in the age of vibe coding. They also cover Meta's new apps, OpenAI ads, AppLovin's social ambitions, X's ad business, and the rise of clipping in political campaigns. Takeaways: - Hightouch is emerging as a strong alternative to LiveRamp for identity onboarding and data activation. - Tejas Manohar explains why composable CDPs and enterprise AI workflows are gaining momentum. - The team discusses agentic AI, OpenAI ads, Meta's new apps, and the future of marketing automation. - X, AppLovin, and Meta are all evolving their platforms around AI, data, and advertising scale. - Political campaigns are increasingly using clipping and influencer distribution over traditional media. Chapters: 00:00 Intro & Marketecture Live Chicago announcement 01:28 IAB Tech Summit and industry association discussion 02:43 Introducing Hightouch co-founder Tejas Manohar 04:20 What Hightouch actually does 05:22 Composable CDPs explained 07:32 SaaS apocalypse vs enterprise software reality 11:08 Can Hightouch replace LiveRamp? 13:58 Hightouch's vision for agentic AI marketing 17:09 Why CDPs matter for AI workflows 20:48 Tejas Manohar's background and Segment experience 23:32 Running Hightouch as co-CEOs 24:37 AppLovin launches social app “Gist” 28:11 Meta launches Reddit-style Forums app 30:41 Meta's AI consulting and enterprise ambitions 34:42 X ad revenue, xAI, and social graph advantages 37:14 OpenAI ads and “conversational intent” 40:51 The rise of clipping in politics and media 44:28 FTC settlement over “active listening” claims 46:52 All Eyes On raises funding in the CTV space 48:57 Closing thoughts and outro Guests: Ari Paparo, Eric Franchi, Tejas Manohar Learn more about your ad choices. Visit megaphone.fm/adchoices

MAU Vegas 2026 is over, the biggest booths in mobile gaming, and a single conversation dominating every panel and corridor: AI. Specifically, what happens when AI creatives cut your CPI in half.Matej Lančarič and Jakub Remiar catch Felix Braberg up on what he missed while taking care of his baby. The 2.5 Gamers Gaming Summit kicked off Tuesday with ~100 attendees (roughly 10x the next-biggest competing summit), Christina Larionova from the Last War / Whiteout Survival team shared CPI and ROAS data showing AI creatives are literally half the cost of human-made ones, AppLovin had the biggest booth and announced Pixel Portal, UA financing went fully mainstream (per Jeff at PVX Partners), CTV is exploding, and retention is now openly being talked about as "the new UA" — partly thanks to Mistplay's Mychips acquisition.If you couldn't make it to Vegas, this is the catch-up. And if you weren't already planning Bellagio 2027 (May 4-6), make yourself available.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Bellagio 2027, why you have to be there02:32 Felix missed MAU + the 2.5 Gamers Summit's 10x outperformance04:31 "MAU is the new GDC" — Jeff from PVX nailed the framing06:23 The standout talks: Nebo, Christina, Marion, Katja08:55 AI is everywhere — 70% of creatives are now AI-generated13:24 AppLovin's biggest booth + Pixel Portal announcement15:38 CTV explosion: TV Scientific, Vibe, Roku, Pinterest20:01 Bellagio 2027 + closing thoughts on what's coming━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Founders ✓ Claim : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Kelly Johnson's “14 Points” read like a SpaceX operations manual — 60 years before SpaceX was founded. Kelly Johnson created Skunk Works, which he defined as: “A concentration of a few good people solving problems far in advance—and at a fraction of the cost—of other groups by applying the simplest, most straightforward methods possible to develop and produce new projects. All it is really is the application of common sense to some pretty tough problems.” Kelly Johnson was a great engineer and system builder with genius for organizational design. His autobiography which he wrote when he was 75 years old is full of hard-earned wisdom from his 44 year career. This episode is what I learned from reading Kelly: More Than My Share of it All by Kelly Johnson. Made possible by: Ramp: https://ramp.com Axon by Applovin: https://axon.ai/founders Vanta: ⁠https://vanta.com/founders⁠

Has AppLovin been fingerprinting iOS users all along? A white-hat hacker says yes — and they cracked the mediation cipher to prove it.Felix Braberg breaks down the three biggest mobile gaming stories from the week ending May 22, 2026. Sensor Tower acquired App Magic to build out their SMB offering and consolidate market intelligence even further. A white-hat hacker published a detailed breakdown of AppLovin's mediation cipher, claiming 50+ device parameters get extracted per ad call across 12+ downstream networks — effectively recreating deterministic IDFA-level tracking even when users deny ATT. And Embracer wrote down their mobile business by $192M after divesting Easybrain to MiniClip for $1.2B last year, with the market now pricing in another major acquisition.The cipher story is the spicy one. If confirmed, it explains why iOS performance has been so strong post-ATT — and it sets up a potential antitrust collision course because Apple's own ad business would be exempt from any policing they did against everyone else.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — the cipher and what gets extracted00:30 Sensor Tower acquires App Magic for SMB market03:00 White hat hacker cracks AppLovin's mediation cipher05:30 What 50 device parameters means for ATT07:00 The Apple antitrust collision course08:00 Embracer writes down mobile arm by $192M09:30 Why the market expects another Embracer acquisition━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Operators Titans is brought to you by AppLovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits here: https://www.9operators.com/paid-growth Or, skip the waitlist and launch your AppLovin ads today with our Operators-exclusive link: https://axon.ai/en/9operators How do you build a DTC telehealth platform from scratch and play the long game right? Tim Doyle, founder of Eucalyptus and incoming SVP International at Hims & Hers, joins hosts Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) for a wide-ranging conversation on building, scaling, and exiting one of the most ambitious DTC healthcare companies outside the US. Tim traces his path from political media buying in Australia to launching a multi-brand telehealth platform across multiple continents and the hard lessons in between. The conversation covers Tim's “salary cap” approach to talent building, how Eucalyptus turned clinical outcomes into its most powerful marketing asset, and why he believes bold creative scripts remain the most underrated lever in consumer marketing.

Sponsored by Chargebee, subscription and revenue management → check out their startup offer: https://www.chargebee.com/startups Mike Choi, Founder of Koah Labs https://www.linkedin.com/in/mikejschoi/ - Koah Labs, founded by Mike Choi, is an AI-native ad network that helps AI applications monetize through sponsored experiences, focusing on tasteful ad integration for end users. - The company was initially bootstrapped, pivoted to the AI ads idea after strong market pull, and quickly built and launched its first product in early 2025. - Koah Labs has raised approximately $22–$25.5 million, with a seed round led by Forerunner and a Series A led by Theory Ventures; other investors include South Park Commons and AppLovin co-founder Andrew Karam. - The company operates with a squad model, prioritizing end user experience as its North Star, while balancing the needs of publishers and advertisers. - Mike Choi emphasizes the importance of founder well-being, rapid learning, and building trust with investors, which contributed to their successful fundraising and company culture.

John Wright and Vincent join Josh Chandley for the monthly deep-dive into what's actually moving the needle in mobile user acquisition.Questions we answer in this episode:● Is Sensor Tower now a monopoly, and should you be worried about pricing?● Why did Google reinstate Freecash but Apple still won't?● Is there one person at Apple secretly controlling which apps live and die?● Is Misplay buying its way to relevance, or is this a smart strategic pivot?● Does Misplay have a window to capitalize on Freecash's iOS ban?● AppLovin added more revenue this quarter than all of Unity's ad networks combined, so why are we still comparing them?● Can anything, or anyone, actually stop AppLovin at this point?

The first AI-native programmatic stack for mobile publishers is real, and the early numbers are absurd. 10-20% revenue lifts across every publisher they've launched.Felix Braberg sits down with Dan Sack — Co-founder of CloudX, formerly MoPub, Twitter, Max, and AppLovin — for round two of their conversation, three months after CloudX went GA in February. The company now works with dozens of publishers, has five bidders fully live, a dozen more integrating, and a 35-person team. The pitch is "monetization as code" — a publisher platform where every setup lives in code and can be operated by humans OR AI agents.What's actually working today is the infrastructure layer: transparent fees, no competing ad network, verified auctions, and integration options that include first look, parallel, and standalone. The agentic capabilities are coming in Q3 — and that's the part that could reshape how publishers operate.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — dating app publisher up 14% revenue01:19 Round two intros + Dan's torn ACL update03:30 What CloudX has shipped since February GA04:39 Monetization as code: human + AI agent operated07:28 Felix's example: "kill DT for IAP whale cohorts"08:43 First look vs parallel vs standalone explained14:27 The real reason CloudX delivers 10-20% lifts24:14 Felix's pickle: 3 weeks of manual tuning, no AI yet32:19 The Q3 automation + intelligence layer roadmap━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Kelly Johnson's “14 Points” read like a SpaceX operations manual — 60 years before SpaceX was founded. Kelly Johnson created Skunk Works, which he defined as: “A concentration of a few good people solving problems far in advance—and at a fraction of the cost—of other groups by applying the simplest, most straightforward methods possible to develop and produce new projects. All it is really is the application of common sense to some pretty tough problems.” Kelly Johnson was a great engineer and system builder with genius for organizational design. His autobiography which he wrote when he was 75 years old is full of hard-earned wisdom from his 44 year career. This episode is what I learned from reading Kelly: More Than My Share of it All by Kelly Johnson. Made possible by: Ramp: https://ramp.com Axon by Applovin: https://axon.ai/founders Vanta: ⁠https://vanta.com/founders⁠

Dream Games swore they would never add ads to Royal Match or Royal Kingdom. In February 2026, they quietly did it. Here's the proof — and what it means for the rest of the industry.Felix Braberg flies solo this week to break down the three biggest stories in mobile gaming: Playtika officially walking away from social casino to chase Disney Solitaire (with D2C revenue now at 62% of their IAP), Mistplay's acquisition of Mychips as the rewarded UA M&A wave begins, and the most interesting story of the week — Dream Games caught adding ads to Royal Kingdom via Wayback Machine forensics, generating an estimated $170-190K/day in interstitial and rewarded revenue while 6x'ing downloads in markets like Brazil.If Dream Games breaks, Playrix is next.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Royal Kingdom's $190K/day ad revenue01:25 Playtika exits social casino, casual is now 76% of business03:10 The D2C dark pool — Playtika now at 62% off-platform04:45 Mistplay acquires Mychips — the rewarded UA M&A wave07:00 Royal Kingdom's secret ads — Wayback Machine forensics08:30 The Brazil test — 25K to 150K downloads/day, IAP also up09:30 Top charts wrap — Magic Sword, Grand Games, Monopoly Go━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

FREE AIO AUDIT - Comment AIO Audit hereConnect with Adele on LinkedIn Here Get in touch with Chain Social HereMeta Masterclass with Adele Elliott from Chain SocialIn this episode, Ryan sits down with Adele Elliott, Digital Director at Chain Social — a fashion, beauty and lifestyle paid performance agency with a team of 22 (all female!). Adele recently presented a Meta Masterclass at the Social Summit, and this episode is a deep dive into everything she covered and more.Whether you're running your own ads or working with an agency, this one is packed with practical, no-fluff strategy.What We CoverThe four metrics that make or break your Meta adsAdele breaks down the four numbers every brand needs to know — average order value, CPM, link click-through rate, and conversion rate — and explains exactly what it means when each one is off.The netball analogy that changes how you think about ad setsStop turning off your highest-spending ad. Adele explains why that ad is your "centre" — and why pulling it kills the whole team.Creative: quantity, quality, and what actually winsTwo new ads per ad set per week is the minimum. Only 10–20% will become winners. Here's how to find them — and why your winner will never look like an ad.Persona targeting and micro-niche motivatorsIf all your ads say the same thing to the same person, you're leaving most of your audience on the table. Adele explains how to talk to multiple personas — and why Meta's algorithm rewards you for it.How the Meta auction actually worksBudget is only 10–20% of the equation. Adele walks through Meta's bidding formula — estimated action rate, user value, and auction bid — and why understanding it changes everything.Why running only purchase campaigns is a mistakeEspecially for newer or unique products. Adele explains how add-to-cart and view content campaigns open the door to entirely new audiences and feed your purchase funnel.The Facebook Ad Library + AIHow to use the Ad Library to spy on competitors, and how to use Claude (or any AI) to monitor and analyse competitor creative at scale.Black Friday: start in August, not NovemberThe brands that win in November are building their audience months earlier. Adele shares what the biggest mistakes are — and why a gift-with-purchase is not a Black Friday offer.Paid partnership adsMeta is heavily favouring them right now. Adele explains how Chain Social uses them with founders and creators — and why they work so well because they don't look like ads.About Adele & Chain SocialAdele is the Digital Director at Chain Social, overseeing paid performance, email marketing, influencer and paid partnerships. Chain Social specialises in fashion, beauty and lifestyle brands, running ads across Meta, Google, Pinterest, TikTok, and AppLovin. Brands they work with include Nala, Fun Day Sweets, Australian Beauty School, Brazilian Butterfly and Mecca (UK email).Chain Social also offer one-off Meta build projects and consulting for smaller brands not yet ready for a full agency retainer.Mentioned in This EpisodeChain Social — Adele's agencyFacebook Ad Library — free competitor research toolMotion — paid ad creative reporting platformTriple Whale — third-party attribution and reportingAppLovin — emerging ad platform (gaming apps, new to Australia)Chain Pod — Adele and Chain founder Shelby's new podcast, launching end of MayTikTok Masterclass — Chain Social's first ever, coming mid-JuneConnect with AdeleFollow Chain Social on Instagram for regular Meta tips and updates on the Chain Pod launch.eCommerce Australia is hosted by Ryan Martin, founder of Remarkable Digital — an eCommerce SEO and AIO agency based in Australia. If you're not being found in ChatGPT, Gemini AI, or traditional search, grab a free audit below.

At RBC Capital Markets' Private Tech Conference, Dan Nathan interviews RBC analysts Brad Erickson, Rishi Jaluria, Matt Swanson, and Matt Hedberg on Q1 earnings and AI's impact across internet and software. Erickson says demand is solid, hyperscalers are raising CapEx as cloud ROI improves, and explains why Meta's higher spend hurt the stock versus Google/Amazon's accelerating cloud revenue and margins; he ranks Amazon over Google over Meta and discusses Uber's AV positioning versus Waymo. Jaluria is bullish on Microsoft's broad AI opportunities, notes Copilot's growing paid users, and discusses multimodel strategy, small/medium models, and Oracle's controversial OpenAI-linked data center build and financing. Swanson covers ad/martech, highlighting Adobe's “orchestration” narrative, Trade Desk's holding-company tensions, and AppLovin's ROAS-driven model. Hedberg argues cyber and infrastructure need “more, not less” security post-Anthropic's Mythos, cites capitulation in software sentiment, favors consolidators like CrowdStrike, Palo Alto, Snowflake, Datadog, and ServiceNow, and notes AI-driven efficiency and layoffs as potential catalysts amid continued volatility. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über einen kleinen Realitätscheck an den Börsen, die Orbitpläne von Space X und Google sowie eine veritable Enttäuschung bei der Munich Re. Außerdem geht es um Bayer, Munich Re, Siemens Energy, Thyssenkrupp, Zalando, Under Armour, Hims & Hers Health, ZoomInfo, GitLab, CME Group, Alphabet, Rackspace Technology, AMD, eBay, GameStop, Allianz, Micron, Meta, Tesla, Apple, Qualcomm, Volkswagen, BMW, Mercedes-Benz Group, Airbus, Saudi Aramco, Equinor, ConocoPhillips, AppLovin, Nvidia, Investor AB, Welltower, Altria Group, CNOOC, SAP, Global X China Electric Vehicle and Battery ETF (WKN: A3C5S0), UBS MSCI China A SF UCITS ETF (WKN: A2PRV8), Xtrackers CSI300 Swap UCITS ETF (WKN: DBX0M2), HSBC MSCI China A UCITS ETF (WKN: A2N390), KraneShares CSI China Internet UCITS ETF (WKN: A2PBU9), HSBC Hang Seng Tech UCITS ETF (WKN: A2QHV0), iShares Dow Jones China Offshore 50 ETF (WKN: A0F5UE). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The AppLovin setup playbook. No micromanaging, no manual optimization, no bullshit. UA template for you! Applovin UA explained!Solo for episode three of the MVP UA Template series (after Facebook and Google), this time breaking down AppLovin / Axon end-to-end. Tracking setup, campaign structure, bidding, ROAS targets, the new CPM-vs-CPI billing change, creative strategy, the real Axon dashboard with real numbers from his own game, and the patience required to actually scale.The headline lesson: AppLovin is a beast, but it really matters what you feed it. Garbage MMP signals = garbage results. Playables aren't optional. And the geo-bucket strategy that works on Facebook and Google does NOT work here — worldwide campaign with geo targets is the only sensible setup.If you've been avoiding AppLovin because it feels like a black box, this is the episode that demystifies it.⏱️ TIMESTAMPS00:00 Axon dashboard preview02:20 Why AppLovin and what this episode covers04:14 Budget, MMP signals, and the "garbage in, garbage out" rule07:42 Worldwide campaign + geo targets (NOT geo buckets)10:58 D7 vs D28 ROAS — which attribution window to pick12:57 CPM vs CPI billing — the new setting most teams miss14:40 Creative strategy: 80% playables, 60 new per month17:59 Push budgets hard when something works (30-50%)━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures, Creative Destruction & Learning from Mistakes (19:22) Culture & Principle-Based Management (33:53) Georgia-Pacific Acquisition & Culture Transformation (56:17) Stand Together: Education Reform & Social Change (1:12:37) AI, Economic Challenges & the Future of Capitalism Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About (28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild (52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again (56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight (1:04:22) His 8-Year Vision Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin Follow Spencer: https://x.com/spencerpratt Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/spencerpratt/status/2049497051793412557?s=20

nFactorial Intelligence - еженедельные новости из мира стартапов и ИИ.  Летняя программа nFactorial Incubator, собрание Berkshire Hathaway, суд Илона Маска с OpenAI, развитие систем через горькую правду, использование нескольких ИИ-агентов, сатира на европейские стартапы, партнерство Claude и SpaceX, Брайан Чески о первых пользователях и Founder Mode, рост акций производителей чипов, Claude для финансовой индустрии, ИИ-модель Subquadratic, анализ личных переписок, топ стран по тратам в App Store, Джефф Безос о приоритизации идей, технологический форум GITEX и туризм в Казахстане, продуктовые команды из одного человека, архивы Сары Лэйси, Пол Грэм о гаражах для стартапов в Европе, интервью Адама Форуджи из AppLovin, Марк Андриссен о фаундерах и наемных CEO, инвестиции бигтеха в ИИ-инфраструктуру, ценность опыта провального стартапа, успех Annapurna Labs в Amazon, роботы для постройки дата-центров Масаёси Сона, ИИ-функции Microsoft Word для юристов, низкий уровень внедрения ИИ в корпорациях, инвестиции в стартап Sierra Брета Тейлора, Андрей Карпати о смерти ИИ-оберток, публикации в соцсетях и рассылка nFactorial. Рекомендации от nFactorial  nFactorial Incubator 2026: построй свой ИИ-стартап с выручкой этим летом - https://2026.nfactorial.school/ Подписаться на еженедельную email-рассылку nFactorial Weekly - https://nfactorial-school.kit.com/

Ari Paparo and guest co host Paul Knegten are joined by Mark Stenberg, Senior Media Reporter at Adweek, for a conversation about the current state of digital media and publishing. They discuss Vox Media's reported plans around its podcast business, how publishers are adjusting to declining search and social traffic, and why newsletters, podcasts, and direct audience relationships are becoming more important. The episode also touches on OpenAI's advertising plans, Ziff Davis acquisitions, AppLovin's growth, and broader shifts happening across media and ad tech. Takeaways Podcasts are becoming more valuable media assets than traditional websites. Publishers are shifting away from dependence on search and social traffic. Peer to peer sharing and push notifications are growing distribution channels. AI platforms are changing how users discover products and content. Ziff Davis is betting that legacy media brands still hold strong value. Media companies are increasingly focused on owning direct audience relationships. OpenAI advertising products could become a meaningful channel for marketers. AppLovin continues to expand its influence across digital advertising. Chapters 00:00 Introduction and guest welcome 01:59 Marketecture Live heads to Chicago 05:30 Why digital media is in chaos 06:23 Vox Media podcast network sale discussions 08:53 The future of Vox Media's remaining brands 10:27 How media business models evolved over time 11:51 Why podcasts are more defensible than websites 16:04 Verson's media acquisition strategy 18:08 Ziff Davis buying digital media brands 22:23 Publishers leaning into push notifications and sharing 26:02 The rise of dark social and private sharing 29:58 OpenAI launches advertising products 32:52 AI generated podcasts and content experiments 37:01 AppLovin's continued growth in ad tech 40:19 Taboola earnings and publisher strategy 46:31 Kochava FTC settlement discussion 48:45 The end of Ask Jeeves Learn more about your ad choices. Visit megaphone.fm/adchoices

What I learned from rereading Shoe Dog: A Memoir by the Creator of Nike for the 3rd or 4th time. Made possible by: Ramp:⁠ https://ramp.com⁠ Axon by Applovin: ⁠https://axon.ai/founders⁠ Vanta: ⁠https://vanta.com/founders

Drawing on over a decade of experience on the brand, HoldCo, and agency sides of DTC, Andrew Faris (Founder, AJF Growth) joins Connor MacDonald (CMO, Ridge) and Cody Plofker (CEO, Jones Road Beauty) to discuss what it takes to build and scale an ecommerce brand across every stage of growth. The conversation covers what advice from larger operators can get wrong for smaller brands and why AOV may be the most underrated metric in subscription businesses. They explore how to think about the atomic units of an offer, the real trade-offs between in-house and agency media buying, and why the message is the most underrated growth tactic in ecommerce today. This episode is brought to you by AppLovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits here: https://www.9operators.com/paid-growth Or, skip the waitlist and launch your Axon by AppLovin ads today with our Operators-exclusive link: https://axon.ai/en/9operators 

Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research's Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentration and where he still sees opportunity including semis, mega cap tech, healthcare and payments. Earnings results from Arm, DoorDash, Snap, Zillow and AppLovin shaping sentiment across tech, housing and consumer platforms. Yie-Hsin Hung, CEO of asset-management giant State Street Asset Management, discusses the growing push into private markets and what it means for investors. Jeremy Wacksman, CEO of Zillow, breaks down the state of housing and the company's outlook as the stock faces pressure this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

John Blank breaks down AppLovin's (APP) twenty-eight times price to sales valuation and rising concerns around gaming exposure and AI. George Tsilis walks us through an example trade on how to position.======== Schwab Network ========Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DEmpowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Energy was pressured by Trump announcing a pause to Project Freedom, though the blockade remains.To the benefit of fixed income and G10 FX against the USD. USD/JPY slumped to a 155.03 low.APAC equities benefited from the above; US and European futures point to a constructive open. NQ leads post-AMD.Israeli security/military officials reportedly believe negotiations are a waste of time, and conveyed to the US a desire to resume attacks on Iran.Looking ahead, highlights include Swedish Inflation Prelim. (Apr), EZ PMIs Final (Apr), PPI (Mar), Canadian Ivey PMI (Apr), US ADP Employment (Apr), US Treasury Refunding Announcement, ECB Wage Tracker (May), NBP Policy Announcement, Speakers include ECB's Lane, Cipollone, Fed's Goolsbee, Musalem, BoC's Macklem & Rogers, Supply from the UK & Germany.Earnings from Arm, AppLovin, Snap, Whirlpool, Walt Disney, Kraft Heinz, Uber, CVS, Telecom Italia, Banca Generali, HelloFresh, Fresenius, Daimler Truck, Lufthansa & Continental.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Análisis de David Galán, analista de Bolsa General.

The mobile gaming industry just posted record revenue ($195.6B) while simultaneously firing 44,000 developers. Here's what's actually going on.Matej Lančarič flies solo this week to break down the five stories that matter most: NTE's massive global launch, IronSource's official shutdown after one of the worst acquisitions in mobile gaming history, the State of Mobile Gaming 2026 report and what its genre data really tells us, Adam Foroughi's spicy 20VC interview, and Google's ad tech antitrust ruling that's about to reshape programmatic advertising.Five stories, one signal: the market growth is real but extremely concentrated. If you're not in the right two genres or one of the live-service giants, you're competing for table scraps.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Record revenue, record layoffs paradox00:50 NTE / Neverness to Everness global launch02:30 IronSource is officially dead — RIP $4.4B acquisition03:45 $195.6B revenue + 44K layoffs — the concentration story05:15 Adam Foroughi on 20VC — $83M payday, AI, layoffs05:45 Google ad tech antitrust ruling — what comes next06:30 Closing — the week ahead━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Most DTC brands are making million-dollar channel decisions based on attribution data that's fundamentally wrong. Olivia Kory — CSO of Haus and the incrementality expert Brett references on stage more than almost anyone — breaks down what it actually takes to know if your ads are working. Spoiler: if you've been writing off YouTube based on MTA, you owe yourself a retest.Inside the episode:Why YouTube's true ROAS is 3.4X what the platform reports — and how Haus's 190-test study across 74 brands proved it (plus why your D2C numbers alone are only half the picture)The right time to start incrementality testing — it's not when you're huge, it's when your business gets complicated enough that turning off ads won't give you a clean answerHow StockX went from barely spending on YouTube to making it their #2 acquisition channel — by running geo holdout tests and acting on the resultsWhy Meta's optimization might be too good — and how brands like Jones Road are improving their iROAS by making changes that look worse in-platformThe surprise winner: AppLovin — Olivia came in skeptical of mobile game ad inventory and got data she didn't expectHaus's new DTC Basics tier — a lower-cost entry point so more brands can stop guessing which channels are actually driving growth Sponsored by OMG Commerce - go to (https://www.omgcommerce.com/contact) and request your FREE strategy session today! Chapters: [00:00] Intro clip — Olivia on treating incrementality as a report card vs. a growth tool[00:22] Introductions & background — Olivia's path from Starcom → TubeMogul → Netflix → Quibi → Sonos → Haus[06:55] What is incrementality? — The randomized controlled trial analogy; geo holdouts vs. click-based attribution[10:45] When should a brand start using incrementality? — The low-to-mid 8-figure inflection point; multi-channel complexity as the signal[15:34] Native platform lift studies (Meta & Google) — Are they worth it? Signal loss, CAPI, iOS 14.5 limitations[17:25] Geo holdout vs. user-level testing — Why Haus was "born out of the ashes of iOS 14.5" and went all-in on geo[19:37] How a Haus geo holdout test actually works — Data ingestion, experiment design, market matching, results[23:20] Actioning on incrementality data — Coaching leadership, making reallocation decisions, improving channel performance over time[26:02] How long should you run a test? — Why 2-week YouTube tests fail; 4–6 week minimums and the role of consideration cycles[27:19] Incrementality as an optimization loop, not a report card — Connor from Ridge, Cody from Jones Road Beauty, and the StockX story[30:42] Key metrics defined — iROAS, iCPA, incrementality factor, and why in-platform ROAS can mislead you[32:47] Branded search — Is it incremental? Simple Modern's 5% read, when Amazon bidding on your terms changes the math[35:57] Treatment window & post-treatment window (PTW) — How Haus structures tests for YouTube, Meta, and CTV; lagged effects explained[39:36] Consideration cycles & post-purchase surveys — Why your path-to-purchase report is probably shorter than reality[41:00] Halo effects: Amazon & retail — Why omnichannel brands that only measure D2C are understating YouTube's impact[41:58] The Haus YouTube study findings — The 3.42x incrementality factor; halo effects that doubled lift when Amazon/retail pulled in; Demand Gen vindicated[44:10] YouTube vs. Meta: how the channels differ incrementally — Meta's short payback window, the "too good at intent" problem, and why YouTube wins on halo effects[46:53] Surprises from the data — YouTube (not surprising to Olivia), AppLovin (very surprising), and why TV results swing wildly based on inventory type[50:16] The biggest levers to improve incrementality — Creative first (30–50% wins), then account structure, traffic composition, and spend level[51:46] A DemandGen campaign running on Gmail — A real audit story and why traffic composition can make a channel look broken when it isn't[53:13] Haus's new DTC Basics tier — A lower-cost entry point to measure D2C and Amazon across core ad channels[54:54] Wrap-up & where to find Olivia — Part two teased around the next Haus YouTube report Connect With Brett: LinkedIn: / thebrettcurry YouTube: / @omgcommerce Website: https://www.omgcommerce.com/ Request a Free Strategy Session: https://www.omgcommerce.com/contact Relevant Links: Olivia's LinkedIn: /olivia-kory-50230812 Past guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, JC Hite, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Stephane Colleu, Jeff Oxford, Bryan Porter and more

Adam Foroughi is the Co-Founder and CEO @ Applovin, one of the most underdiscussed but incredible businesses. Applovin has a market cap of $160BN, the company does $5.48BN in revenue and has an astonishing $10M EBITDA per head. The margins; 80%+. There is almost no other business in the world like it.  AGENDA:  00:00 – Why Winning (Not Fear) Drives the Best Founders 04:30 – When Money Stops Mattering: The Real Founder Motivation 07:15 – $83M CEO Payday: The Truth Behind the Headlines 10:45 – The Hidden Cost of Being a CEO: What No One Tells You 13:00 – Down 92%: How Do You Not Lose Your Mind? 17:00 – Layoffs: AI Revolution or COVID Hangover? Will the Layoffs Work? 24:30 – Why Most Companies Can't Build a Culture of A-Players 29:30 – What % of Applovin Code is AI? What Will it Be in 5 Years Time? 33:30 – Building on OpenAI: Opportunity or Existential Risk? 40:00 – The Dark Side of Short Sellers & Market Manipulation 50:00 – Do Great Founders Doubt Themselves? 52:00 – TikTok, Meta & The Future of Recommendation Engines 53:30 – The Path to a $1 Trillion Company: What Needs to Happen? 56:00 – Stock Buybacks: How to Do Them and When They Go Wrong? 59:00 – Is the SaaS Model Breaking? What Happens Now?  

In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin. *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (0:43)  — Fred Liu's Investment Philosophy (2:39)  — Looking for Owner-Operators (4:49)  — Why Fred Liu Concentrates His Portfolio (8:29)  — Thoughts on Trimming Winners (16:03)  — Investing in Rational Capital Allocators (19:15)  — What Fred Liu Saw in Sea Limited and Shopee in 2018 (32:38)  — Why Amazon Isn't Successful Globally & How Pinduoduo Took Over Alibaba (44:49)  — Why Fred Liu Exited Pinduoduo (46:48)  — Expectations With Sea Limited  (51:48)  — Shopee's Strategy in Brazil Compared to Mercado Libre (58:22)  — AppLovin Investment Thesis (1:05:07)  — Expectations for AppLovin Going Forward (1:09:15)  — AppLovin's Risks (1:11:49)  — Where You Can Find Fred Liu -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here. *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers

The mobile gaming ecosystem is shifting fast this month. We break down the shocking deplatforming of Freecash, a $500M+ rewarded ad network, and what it signals for the future of user acquisition. Then we dive into Unity's major strategic pivot: shutting down ironSource and going all-in on Vector. Is Vector actually working, or just great marketing?Topics Covered:● Freecash ban: what happened and why it matters● The future of rewarded ad networks● Unity shutting down ironSource● Vector performance, growth, and real-world results● The ongoing battle with AppLovin

In dieser Folge von „Aktien mit Potenzial" sprechen wir mit Timon Sitte über AppLovin – eine KI-getriebene Marketingplattform, die Werbung, Monetarisierung und Wachstum für digitale Geschäftsmodelle neu definiert. Das in Kalifornien ansässige Unternehmen ist mit Mobile Advertising, App-Monetarisierung, Measurement und Connected TV ein bedeutender Akteur im globalen Werbemarkt. Die 898 Mitarbeitenden erzielten damit im Jahr 2025 einen Umsatz von mehr als 5,48 Milliarden US-Dollar – ein im Vergleich beachtliches Ergebnis. Doch wie stark ist die KI-gestützte AXON-Technologie im aktuellen Marktumfeld wirklich? Könnte diese Aktie ein geeigneter Anwärter für Ihr Portfolio sein? Wir wünschen Ihnen viel Freude beim Zuhören und freuen uns auf Ihr Feedback! Hinweis: Auf der LYNX-Podcast-Seite https://www.lynxbroker.de/boerse/podcast/aktien-mit-potenzial/applovin-das-neue-meta/ finden Sie alle relevanten Informationen zu dieser Episode. Wichtige Information Dieser Podcast ist eine Marketingmitteilung. Er entspricht daher nicht den gesetzlichen Anforderungen zur Förderung der Unabhängigkeit von Finanzanalysen und unterliegt keinem Verbot des Handels vor der Veröffentlichung.  Die in diesem Podcast enthaltenen Informationen und Meinungen dienen ausschließlich allgemeinen Informationszwecken und stellen weder eine Anlageberatung noch ein Angebot oder eine Aufforderung zur Tätigung bestimmter Anlagen dar. Die verwendeten Quellen sind in den Shownotes aufgeführt. Ihre persönliche finanzielle Situation, Ihre Kenntnisse, Erfahrungen, Anlageziele oder Risikobereitschaft werden nicht berücksichtigt. Bitte führen Sie vor einer Anlage Ihre eigenen Recherchen durch oder lassen Sie sich unabhängig und professionell beraten. Aus dem Inhalt dieses Podcast können keine Rechte abgeleitet werden, und LYNX übernimmt keine Haftung.  Anlegen ist riskant. Ihr Verlust kann Ihre Einlage übersteigen.  Der Wert von Investitionen kann schwanken. Die Wertentwicklung in der Vergangenheit ist kein verlässlicher Indikator für zukünftige Ergebnisse. Die genannten Wertentwicklungszahlen berücksichtigen keine Transaktionskosten, Steuern oder sonstigen Gebühren.  Die Inhalte werden nach der Veröffentlichung nicht aktualisiert.  Die Referenten können eine direkte Position oder eine indirekte Position in den genannten Instrumenten halten, beispielsweise über ETFs, Investmentfonds oder vergleichbare Anlageinstrumente, auf deren Anlagestrategie sie keinen Einfluss haben.  LYNX BV ist eine niederländische Wertpapierfirma, die von der niederländischen Finanzmarktaufsichtsbehörde (AFM) und in Deutschland von der Bundesanstalt für Finanzdienstleistungsaufsicht beaufsichtigt wird.

What I learned from reading Arnold: The Education of a Bodybuilder by Arnold Schwarzenegger. Made possible by: Ramp: https://ramp.com Axon by Applovin: https://axon.ai/founders Vanta: https://vanta.com/founders

This episode is brought to you by AppLovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits here: https://www.9operators.com/paid-growth Or, skip the waitlist and launch your AppLovin ads today with our Operators-exclusive link: https://axon.ai/en/9operators “Growth can actually kill a business that's not prepared for it.” Bryan Cano (fmr. Head of Marketing, True Classic) joins Connor MacDonald (CMO, Ridge) and Connor Rolain (Head of Growth, HexClad) for a conversation that spans the full arc of his career. Bryan breaks down the stair-stepping method for scaling without blowing up operations, what it looks like to rebuild a marketing org ahead of Black Friday, and how True Classic became one of the earliest brands to scale AppLovin to $100K per day in spend. Still an advisor to True Classic, Bryan also shares what he's building next — an AI-first brand consolidator with a founding team he describes as an executive AI stack + a first product just weeks away. 

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin. Follow Trae: https://x.com/traestephens Follow Shyam: https://x.com/ssankar Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

In today's deep dive, Zaid breaks down the first quarter of 2026. Q1 was defined by war in the Middle East, an oil shock, and a massive rotation out of Big Tech and into energy. We highlight the biggest winners including energy stocks, Sandisk, and Lumentum, and explain why Microsoft, Robinhood, and AppLovin were among the quarter's biggest losers. Zaid also previews Q2, shares what Wall Street is projecting for the rest of 2026.Previous Deep Dives:Sandisk: Spotify, YouTubeSaaspocalypse: Spotify, YouTube

The industry isn't slowing down. This week, we break down the biggest shifts across games.Topics Covered:● Disney and Epic: Why the speculation is picking up and what a bigger Disney move into games could look like● Unity's latest shift: A strong earnings beat, the shutdown of Ironsource, and the sale of Supersonic● Studio closures and shutdowns: What the latest cuts across VR, live service, and Embracer say about the market● The Merge 2 rise: Why the category keeps growing and the debate over what's really driving the revenue● Cookie Run's next step: Franchise expansion and the challenge of turning one hit into something bigger● New soft-launch shooters: Ex-Supercell teams, familiar patterns, and questions about where action games fit on mobilePlus ++We also get into Tim Sweeney's role in Epic's future, Unity versus AppLovin in ad tech, card systems, soft-launch design, and Kress's latest reality check on mobile.CHAPTERS: 01:14 Mario Movie Backlash03:45 Leroy Jenkins Capital06:52 Housekeeping And Corrections09:10 Disney Buying Epic Rumor12:12 Tim Sweeney Control Fight14:55 Entertainment Gaming Graveyard17:46 Unity Dumps IronSource23:22 Vector Versus AppLovin Scale26:35 Shutdowns And VR Reality Check30:46 Matthew Ball Metaverse Spat33:38 Embracer Wildland Canceled36:50 Merge Two Boom Explained42:29 Cards Drive Revenue Debate50:48 Cookie Run Franchise Bet56:50 Soft Launch Shooter Doubts01:00:22 Field Day Hands On Review01:06:06 Kress's Mobile Reality Rant01:10:16 Episode Wrap Up

This episode is about a once-in-a-generation mind working on what may be the most important problem in history. Based on the new book The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence by Sebastian Mallaby. Made possible by: Ramp: https://ramp.com Axon by AppLovin: https://axon.ai/founders Vanta: https://vanta.com/founders

Databricks Roundtable episode: Operationalizing AI Agents: From Experimentation to Production. Join the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletterMLOps GPU Guide: https://go.mlops.community/gpuguideBig shout-out to Databricks for the collaboration!// AbstractThis panel discusses the real-world challenges of deploying AI agents at scale. The conversation explores technical and operational barriers that slow production adoption, including reliability, cost, governance, and security.The panelists also examine how LLMOps, AIOps, and AgentOps differ from traditional MLOps, and why new approaches are required for generative and agent-based systems. Finally, experts define success criteria for GenAI frameworks, with a focus on robust evaluation, observability, and continuous monitoring across development and staging environments.// BioSamraj MoorjaniSamraj is a software engineer working on the Agent Quality team. Previously, Samraj worked at Meta on ads/product classification research and AppLovin on MLOps. Samraj graduated with a BS+MS in Computer Science from UIUC, advised by Professor Hari Sundaram, where he worked on controllable natural language generation to produce appealing, interpretable science to combat the spread of misinformation. He also worked with Professor Wen-mei Hwu on accelerating LLM inference through extreme sparsification.Apurva MisraApurva is an AI Consultant at Sentick, focusing on assisting startups with their AI strategy and building solutions. She leverages her extensive experience in machine learning and a Master's degree from the University of Waterloo, where her research bridged driving and machine learning, to offer valuable insights. Apurva's keen interest in the startup world fuels her passion for helping emerging companies incorporate AI effectively. In her free time, she is learning Spanish, and she also enjoys exploring hidden gem eateries, always eager to hear about new favourite spots!Ben EpsteinBen was the machine learning lead for Splice Machine, leading the development of their MLOps platform and Feature Store. He is now the Co-founder and CTO at GrottoAI, focused on supercharging multifamily teams and reducing vacancy loss with AI-powered guidance for leasing and renewals. Ben also works as an adjunct professor at Washington University in St. Louis, teaching concepts in cloud computing and big data analytics.Hosted by Adam Becker// Related LinksWebsite: https://www.databricks.com/https://mlflow.org/~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Samraj on LinkedIn: /samrajmoorjani/Connect with Apurva on LinkedIn: /apurva-misra/Connect with Ben on LinkedIn: /ben-epstein/Connect with Adam on LinkedIn: /adamissimo/Timestamps:[00:00] Introduction[02:30] AI Agents in Operations[04:36] AI Strategy Consulting[05:30] Agent Quality Focus[06:17] AI Agent Expectations[11:44] AI Use Cases Evolution[15:25] Agent Expectations Adjustment[17:41] Agent Quality Monitoring[23:22] Trust in GenAI Systems[33:33] Data Prep vs Product Thinking[40:27] Quality Systems Distinction[44:54] Q & A[1:00:57] Wrap up

David Senra: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Eric Jorgenson is an investor, author, and the CEO of Scribe Media — best known for his mission to distill the ideas of the world's most consequential thinkers into books anyone can read. Obsessed with the idea that the best way to understand a great mind was to read everything they'd ever said, Jorgenson spent years compiling Naval Ravikant's writing, podcasts, and interviews into a single coherent volume. The result — The Almanack of Naval Ravikant — was released for free, spread virally, and has been read by millions of people around the world. He never charged a dollar for it. That project established a model. Rather than waiting for great thinkers to write their own books, Jorgenson would do it for them — hunting down every interview, essay, and conversation, finding the signal in the noise, and shaping it into something permanent. The Book of Elon followed. Drawing on decades of interviews, Jorgenson assembled the most complete portrait of Musk's thinking ever put in one place — how he reasons, how he recruits, how he sets goals that seem insane until they aren't. His work sits at a rare intersection: rigorous enough for serious students of business, accessible enough to hand to anyone. In an era of content overload, Jorgenson's instinct runs the opposite direction — that the most valuable thing you can do is take a lifetime of wisdom and make it impossible to ignore. Show notes: https://www.davidsenra.com/episode/eric-jorgenson The Book of Elon giveaway: https://elonbookgiveaway.com Made possible by Ramp: ⁠https://ramp.com⁠ Deel: https://deel.com Axon by AppLovin: https://axon.ai HubSpot: https://hubspot.com Chapters (00:00:00) Book Reveal (00:00:39) Build Useful Things (00:02:19) Engineering Talent Edge (00:04:26) Wired for War (00:06:47) Tip of the Spear (00:08:47) Burn the Boats (00:13:13) Facing Fear (00:15:16) Origin Story Myths (00:18:19) Know Business A to Z (00:22:17) Simplify and Fail Fast (00:25:35) Reality and Physics (00:28:18) The Algorithm Begins (00:30:34) Delete and Simplify (00:34:25) Starlink War Room (00:36:52) Repetition as OS (00:38:18) Step Three Simplify Optimize (00:38:43) Question Every Requirement (00:39:13) Tesla Battery Pack Delete (00:40:43) Repetition Installs Ideas (00:42:02) Step Four Accelerate (00:43:26) Design Org for Speed (00:46:06) Step Five Automate (00:46:29) Control and Clean Sheet (00:48:54) Vertical Integration and Costs (00:50:47) SpaceX Incentives and Mars (00:57:11) Frontier Unlocks Starlink (01:00:26) Time as True Currency (01:03:58) Speed Triage and Bottlenecks (01:10:11) Internalized Responsibility (01:12:56) Avoid Serialized Dependencies (01:14:31) Aligning the Team (01:15:07) Time Is the Constraint (01:16:00) One Metric Focus (01:18:03) Directional Predictions (01:19:06) We Must Make Stuff (01:25:39) Manufacturing as Moat (01:26:23) Speed and Direct to Customer (01:28:41) SpaceX Feasibility Study (01:33:07) Edge of Sanity Leadership (01:37:10) Bottlenecks and Integration (01:40:01) Design and Simplify (01:45:15) Catch the Rocket (01:48:14) Capitalism and Closing Learn more about your ad choices. Visit megaphone.fm/adchoices

Operators Titans is brought to you by AppLovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits here: https://www.9operators.com/paid-growth Or, skip the waitlist and launch your AppLovin ads today with our Operators-exclusive link: https://axon.ai/en/9operators Can you build a beloved consumer brand around the joy of making something with your hands? Matt Bertulli and Mike Beckham sit down with Justine Tiu and Adrian Zhang, Co-Founders of The Woobles — a crochet kit brand born from a personal journey through burnout, self-discovery, and a Brooklyn apartment full of hand-stamped packaging. What started as a side hobby became a business with Super Bowl airtime, a McDonald's Monopoly partnership, and a spot on Shark Tank … where they walked away from every deal. The conversation covers the concept of “fiero” — the feeling of doing something you once thought was impossible — and why that idea sits at the core of everything The Woobles makes. Justine and Adrian discuss the brutal lessons of being listed as Joann Fabrics' largest unsecured creditor, how iOS 14 forced them to rethink channel strategy, why product obsession beats marketing strategy, and what it's like to build a company, a marriage, and a family all at the same time. 

The mobile ecosystem is experiencing some massive shifts this month. We dive into the real implications of Unity Vector's new D28 campaign, break down what Google's recent fee cut actually means for your studio's growth trajectory, and unpack the wild news of AppLovin stepping out of the ad-network shadows to build its very own social network. Topics Covered:● Unity Vector's D28 campaign and its implications● Google's fee cut impact on growth● AppLovin's plans to build a social networkMichail Katkoff | Josh Chandley | John Wright