Podcasts about applovin

No company decides to fail. It drifts there one comfortable lie at a time. Kaz Nejatian took over Opendoor when it was just months away from bankruptcy and set out to rebuild it from the ground up. What happened next shocked everyone. Most turnaround stories are told years later, by the winner, after the ending is already known. That's why they always sound clean and polished. This one doesn't have an ending yet, and it's anything but clean and polished. Kaz takes us inside while it's still happening. We discuss why great companies drift away from reality, why truth has to matter more than feelings, and how competent people who don't believe in the mission quietly destroy an organization. He shares the principles behind rebuilding culture, eliminating bureaucracy, making faster decisions, using AI to flatten management, and creating teams that move with speed and ownership. One of the key things I learned in this conversation is that the comfortable lies that sink a company are the same ones that sink a career. ------ Chapters: (0:00) How Opendoor Came Back from the Dead (1:32) How Mismanagement Causes Atrophy (4:28) The Blueprint that Changed Opendoor (5:33) Rewriting the Book on Company Turnarounds (5:57) The People You Hire Is the Company You Build (6:31) Be a Nuclear Bomb of Truth (7:52) How to Change a Losing Company Culture (8:07) Commit to Truth Over Feelings (8:33) The Most Dangerous Kind of Employee (9:13) Key Principles to Turning Around a Company (11:59) Meetings Are a Bug in the System (12:30) Why It's Rude to Not Disagree (13:05) Say the Thing Culture (15:04) How AI Is Supercharging Opendoor (18:16) Most Powerful Mental Models (22:50) Why Remote Workplaces Don't Succeed (24:56) How Opendoor Killed Distractions (26:09) The Key to Being a Market Maker (35:20) How Companies Fall Off Course Over Time (37:24) The Power of Speaking Simply (43:27) Turnaround Lessons for Life (51:10) Excellence Is Capacity to Take Pain ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ ------ Follow Kaz Nejatian: X: https://x.com/nejatian ------ Thank you to the sponsors for this episode: +Applovin: Launch your first AppLovin campaign and grow your business: https://applovin.com/shane +Matic: the robot vacuum that does it all—grab yourself a year of free bags here. ⁠http://maticrobots.com/shaneparrish⁠ +HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ +LMNT: My go-to zero sugar electrolytes — get a free LMNT Sample Pack here: https://DrinkLMNT.com/TKP ------ Note: ‍Shane and guests may hold positions in assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. Nothing in this conversation should be considered investment advice, financial guidance, or a recommendation to buy or sell any security. Always do your own due diligence or consult with a qualified financial advisor before making investment decisions.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Dans cette nouvelle édition du Top Ganne, Vincent fait la mise à jour habituelle de l'analyse technique du marché actions. Il attire aussi votre attention sur 5 actions qui sont intéressantes selon lui sur le long terme. Attention, ce ne sont pas des conseils en investissement, faite vos propres recherches de votre coté.

This episode discusses Joseph Wechsberg's 1966 book, The Merchant Bankers. Rather than recounting the histories of families like the Rothschilds, Barings, Hambros, Warburgs, and Lehman Brothers, I wanted to extract the principles they shared. Merchant banking is fascinating. It's a very distinctive form of entrepreneurship. There is an old-school way of doing business that appeals to me. The merchant bankers' profiled in this book have a combination of: personal honor speed of action clear thinking independent judgment seamless webs of deserved trust discretion and willingness to make unconventional decisions. The founder of every merchant banking dynasty was a merchant before he was merchant banker. Once they discovered financing transactions was more profitable than physically trading goods, their real products became credit, judgment, information, advice, access, and—above all—trust. Their greatest asset was not money. Their greatest asset was their reputation. Made possible by: Ramp: ⁠⁠https://ramp.com⁠⁠  Applovin: ⁠⁠https://www.applovin.com Vanta: ⁠⁠https://vanta.com/founders Add your email here and I will send you my top 10 quotes from every episode.

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 --------- What I learned from reading Zero to One: Notes on Startups, or How to Build the Future by Peter Thiel and Blake Masters (for the 3rd or 4th time) Made possible by: Ramp: ⁠https://ramp.com⁠ Applovin: ⁠https://www.applovin.com/⁠ Vanta: ⁠https://vanta.com/founders

Pokémon Go removed the paywall from its biggest event of the year and made more money than any paid version in half a decade. That's the monetization masterclass of the week — and it's just one of five stories that matter.Matej Lančarič flies solo for the news segment, and it's a heavy week. Pokémon Go hit its 10th anniversary with over $9B in lifetime revenue, then ran GoFest 2026 as its first-ever free, no-ticket event — triggering a $15.1M single day, the game's highest in five years, and a 17-position leap to #2 in monthly revenue. Love and Deepspace is unfolding into the most instructive disaster of the year, with a cancelled love interest, a 230,000-signature petition, funeral flowers and cow dung sent to the studio, and a pulled Bilibili World appearance. Microsoft cut 4,800 jobs with Xbox facing roughly 3,200 over the next year — about 20% of the division — with King in the blast radius and a memo admitting the business "is not healthy" at ~3% margin. AppLovin opened Axon to global self-serve and the stock ripped from the mid-$440s to $564 in two weeks. And Meta shipped Muse image plus new AI-ad labeling that puts a visible tag right next to "Sponsored" if your creative features a photorealistic AI person.Five stories, one theme: the old assumptions about paywalls, scale, and trust are all breaking at once.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open 00:30 Pokémon Go's free GoFest monetization masterclass02:30 The Love and Deepspace catastrophe05:00 Xbox cuts 3,200 — King in the blast radius07:00 AppLovin opens Axon to self-serve08:30 Meta's Muse image and the new AI ad labels10:00 Quick hits — UK job losses, Netmarble takes 40% of WeMade━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

“I feel this is bigger than dot com.” How does a $450 million publicly traded jewelry brand build a live shopping empire that predates TikTok by nearly two decades? Sunil Agrawal (Founder, ShopLC & VGL Group) sits down with Matt Bertulli (CEO, Pela Case and Lomi) and Katy Mimari (CEO, Caden Lane) to pull back the curtain on 46 years of building one of the most vertically integrated businesses in the world. He started as a gemstone lapidary and grew six retail brands without ever once considering an exit. Sunil runs a live shopping operation most DTC operators have never seen. He launches 100 new products every day. His top customers generate $20,000 in lifetime value. He fired his robots when the ROI math didn't hold. He moved four brands to Shopify in five months because AI did most of the coding. And he still measures the business not in dollars but in meals delivered. Operators Titans is brought to you by AppLovin and Fulfil. Fulfil: The ERP built specifically for DTC and ecommerce brands, integrated with over 400 3PLs so your inventory, purchasing, and financials never fall out of sync. Ridge runs its entire operation on it. See why here: https://9ops.co/fulfil 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 ads today with our Operators-exclusive link: http://applovin.com/9operators.

“If someone can do the same revenue in 12 hours, basically out of nowhere, it does lower the value of brands.” What does the collapse of traditional brand equity mean for founders still building toward an exit? Roman Khan (Co-Founder & President, Peak21) joins Sean Frank (CEO, Ridge) and Matt Bertulli (CEO, Pela Case and Lomi) to make one uncomfortable argument: the playbook for building and buying ecommerce brands is broken, and most founders haven't figured that out yet. After three years acquiring DTC businesses, Roman stopped. The reason cuts to the heart of where dropshipping, ecommerce logistics, and brand valuation are all heading. His Hong Kong summit surfaced the shift in real time: Meta partnership ads back at the top of the stack, Applovin minting operators spending six figures a day, and TikTok-first brands doing $12M months on skeleton crews. The conversation covers why dropshipping from China is nowhere near dead, how Quince is building the AWS of ecommerce logistics, and the one thing Roman tells every founder under $100M in revenue: take out dividends, stop waiting for a buyer, and get honest about what your company is worth. Powered By Fulfil https://9ops.co/fulfil Aftersell https://9ops.co/4i3bb5 Richpanel https://9ops.co/richpanel Northbeam https://www.northbeam.io/ Saras Analytics https://bit.ly/4a3gzVv Postscript https://9ops.co/postscript Operators Newsletter https://9operators.com/ 

RO KHANNA OR RO COMMIE? THIS IS WHO'S RUNNING IN 2028 This morning we follow the money and the lies straight from Beijing to the West Bank to Jefferson City, and we ask why a communist's family, a congressman's campaign trip, and a tax overhaul all landed on the same weekend. We break down the new reporting on China, Russia, and Iran weaponizing America's data center backlash, then we roll the tape on Ro Khanna's West Bank stunt and let Tom Pappert help us separate what happened from what Khanna wants you to believe. Then Camellia sits down to walk you through the two Missouri amendments on your August ballot before you ever pick up the pen.

Charles Schwab's Ben Watson examines key technical levels across the market, noting the S&P 500 (SPX) remains above an important support zone. He highlights AppLovin's (APP) struggle to hold support ahead of earnings, while Starbucks (SBUX) continues to benefit from AI-driven optimism and bullish options activity as it approaches a key resistance level.======== Schwab Network ========Empowering 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

What I learned from reading Zero to One: Notes on Startups, or How to Build the Future by Peter Thiel and Blake Masters (for the 3rd or 4th time) Made possible by:  Ramp: ⁠https://ramp.com⁠  Applovin: ⁠https://www.applovin.com/⁠  Vanta: ⁠https://vanta.com/founders

My guest today is Kris Johns, founder and CEO of AdGood, and somebody whose career sits right at the intersection of innovation, media, and impact. Kris has spent more than 15 years helping shape the streaming and ad tech world, building platforms and businesses that transformed how audiences discover content and how companies create growth. He helped scale AdPool into one of the world's largest CTV marketplaces, played a major role at World before its acquisition by AppLovin, and was part of the growth story at Maker Studios before Disney came calling. But what really grabbed my attention was what Kris decided to do next. After helping build businesses and scale technology, he looked at something most people barely noticed: unused advertising inventory and saw something entirely different. He saw potential, he saw opportunity, and he saw a way to turn empty ad space into something that could actually help change lives. Today, through AdGood, Kris is helping nonprofits across the power of connected TV and giving organizations that normally wouldn't have a seat at the table a much bigger voice.

Alex Kantrowitz, Founder of Big Technology, joins Ari Paparo and Eric Franchi to discuss how OpenAI, Google, Meta, Anthropic, Amazon, and other tech leaders are transforming digital advertising. They also dive into AI-powered media buying, agentic commerce, Criteo acquisition rumors, Cloudflare's monetization strategy, and the future of ad tech. Takeaways:- Why OpenAI is rapidly building an advertising business.- How Meta, Google, and Anthropic are approaching AI differently.- The future of AI-powered advertising and agentic commerce.- Why Criteo could become an attractive acquisition target.- How Cloudflare is changing publisher monetization with AI payments. Chapters:00:00 Introduction & Marketecture Live Chicago01:55 Meet Alex Kantrowitz05:20 OpenAI's Advertising Strategy12:07 Why Anthropic Is Avoiding Ads14:45 Meta's AI and Advertising Future17:45 Snap's Business Challenges18:55 Pinterest's Advertising Opportunity21:54 Amazon's Sports & AI Strategy24:15 AppLovin's Rise in Mobile Advertising25:15 Criteo Acquisition Rumors30:57 AI Negotiating Media Deals (ADCP)33:05 Cloudflare's AI Monetization Gateway36:40 Warner Bros. Discovery's AI Ad Tech38:40 WPP's AI Consulting Expansion42:25 Leadership Changes at IAS44:20 Final Thoughts Guests: Ari Paparo, Eric Franchi, Alex Kantrowitz Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Cohen and Jack Nicklaus shared the same performance coach. For the next hour, he's yours too. Dr. Gio Valiante is the world's leading performance psychologist. We discuss why most people never reach their potential, how confidence and fear shape performance, and what separates those who consistently excel from those who stay stuck. He shares practical strategies for building better habits, overcoming self-imposed limits, staying focused under pressure, and creating the conditions for long-term success. If you've ever felt capable of more, this episode will help you understand what's holding you back and what to do about it. ------ Chapters: (0:00) Why most people underperform and the central governor hypothesis. (4:46) Why lasting change starts with behavior rather than thinking. (7:52) The difference between mastery motivation and ego-driven motivation. (11:24) Flow states, presence, and learning to enjoy the everyday work of excellence. (14:28) Practical techniques for developing presence and reducing distraction. (18:16) Why environment and systems have a greater impact on performance than goals alone. (26:33) What interview questions reveal about confidence, motivation, and character. (31:47) Why overcoming adversity often reveals a person's greatest strengths. (32:46) Rebuilding confidence by focusing on small wins instead of chasing big recoveries. (38:55) The psychology of confidence and the four sources of self-efficacy. (47:14) How self-talk shapes beliefs, behavior, and long-term performance. (50:04) Why fear of rejection and the need to belong influence our decisions. (53:35) Identity, self-discovery, and the importance of moving beyond childhood conditioning. (1:03:20) Definition of success and the experiences that bring lasting fulfillment. ------ Follow Dr. Gio Valiante X: https://x.com/GioValiante ------ Thank you to the sponsors for this episode: +Applovin: Launch your first AppLovin campaign and grow your business: https://applovin.com/shane +HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ +Matic: the robot vacuum that does it all—grab yourself a year of free bags here. http://maticrobots.com/shaneparrish +LMNT: My go-to zero sugar electrolytes — get a free LMNT Sample Pack here: https://DrinkLMNT.com/TKP Learn more about your ad choices. Visit megaphone.fm/adchoices

The roll-up model works beautifully on the way up and gets ugly in a hurry on the way down — and this week Stillfront showed exactly what the down looks like. That's one of four stories worth your attention this week.Felix Braberg flies solo for the Friday news segment. Stillfront CEO Alexis Bonte is stepping down after leading the company's strategic review and restructure — against a backdrop of declining downloads and revenue since the COVID peak, a share price well off its highs, and three board members replaced back in March. AdColony — the AppLovin of its 2014-2018 heyday — is getting a second life as Indian DSP company Aationa (AFL) buys the brand, SDK, and integrations from Digital Turbine for a reported sub-$5M, a smart backdoor into ~80,000 apps' worth of inventory. The World Cup is driving COVID-style download growth across mobile football (eFootball +60%, and the shock winner Soccer Superstar +62%). And Meow Doku, from the studio formerly known as Oakever, has gone from 15K to 1.7M DAU since mid-May by fusing cats, Sudoku, and brain-training into one low-CPI package — likely earning $70-120K/day on ads alone.Four stories, one theme: the models and the winners are shifting fast.---------------------------------------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 Lancaric⁠Join 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

“You are not trying if you're not getting sued.” How did IQBAR go from a $90k Kickstarter to a nine-figure retail, DTC, and Amazon giant? Will Nitze (Founder & CEO) and Jessica Greenwood (CMO) join Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern). This is the product launch strategy and CPG marketing playbook they wish existed when they started. Will and Jessica detail their early tactics and walk through every funding round: from $625K at a $4M valuation to $5.5M at $50M. They doubled revenue every year for eight years, kept the team at 15 people, and never dropped below 50% ownership. Mike and Matt close on what killed dozens of competing bar brands in 2022 and why IQ BAR survived.  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 launch your ads today with our exclusive link: http://applovin.com/9operators.

Just days before Supergirl hit theaters—and as Ulta Beauty launched its ambitious partnership with Warner Bros. to bring the film to life through an immersive, 360-degree campaign—Kelly Mahoney sat down with Jim Stengel to discuss one of the biggest transformations happening in marketing today.Kelly is the Chief Marketing Officer of Ulta Beauty, the nation's largest beauty retailer, with more than 1,400 stores, over $11 billion in annual revenue, and a loyalty program serving more than 47 million members. After more than a decade helping build Ulta's growth strategy and industry-leading loyalty ecosystem, she's now leading the brand into its next chapter.In this conversation, Kelly shares how Ulta is creating deeper emotional connections with consumers through purpose, creativity, AI-powered personalization, and culture-defining partnerships. She also discusses her unconventional path to the CMO role, what she learned from the late Shelley Haus, how she's building a high-performing marketing culture, and why the future of beauty is rooted in trust, wellness, and human connection.Recorded during the Cannes Lions International Festival of Creativity, this conversation took place aboard a yacht in the sunny South of France, thanks to our partners at Beanstalk and AppLovin.—Episode brought to you by Infillion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What I learned from reading Honda: The Man and His Machines by Sol Sanders. Made possible by: Ramp: ⁠https://ramp.com⁠  Applovin: ⁠https://www.applovin.com/⁠  Vanta: ⁠https://vanta.com/founders

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 --------- What I learned from reading Pulitzer: A Life in Politics, Print, and Power by James McGrath Morris. Made possible by: Ramp: ⁠https://ramp.com⁠ Applovin: ⁠https://www.applovin.com/⁠ Vanta: ⁠https://vanta.com/founders

AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning ad engine so efficient, why AppLovin can scale without a traditional sales force, and how targeted digital advertising has become the clearest ROI story in AI so far.We also walk through management's 10-year growth roadmap—from mobile gaming to consumer, e-commerce, and connected TV—and what has to be true for AppLovin to reach $70 billion in annual revenue. Then we run both a five-year and ten-year reverse DCF to show exactly what growth rate is already baked into the current stock price, and whether buying the dip today makes sense for long-term investors. Plus, how they're deploying $1.3 billion in quarterly free cash flow, including nearly $1 billion in share buybacks in Q1 alone.Want real-time portfolio access and deeper coverage on high-growth software and semiconductor stocks? Join Semi Insider at chipstockinvestor.com.Run your own AppLovin research with AI-powered financial tools at fiscal.ai/csi — 15% off any paid plan.Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of AppLovin.

The World Cup is here, and three football games are quietly printing money — but in completely different ways. eFootball is doing $45M a month after nearly a decade of straight-line growth, and almost nobody in the industry is talking about it.Matej Lančarič, Jakub Remiar, and Felix Braberg break down the three realistic football giants — Dream League Soccer, Konami's eFootball, and EA Sports FC Mobile (the game formerly known as FIFA Mobile). They get into the wildly different country mixes (Dream League at 25% US revenue, eFootball at 43% from Japan, EA FC pulling 20% from China and 16% from Korea), the radically different ad strategies (eFootball at just 0.65% ad revenue, EA FC around 15-25%, Dream League a remarkable 68% ad-driven), the gacha and card-collection monetization, the FIFA licensing divorce that freed EA from a reported nine-figure annual fee, and the UA reality: all-real-gameplay creatives, great CPIs for the genre, and the curious fact that none of them are on AppLovin despite Dream League being a perfect blended-ROAS candidate.The throughline: same sport, same core gameplay, three completely different businesses underneath.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 The numbers — eFootball at $45M/month01:30 Three games, big structural nuances05:30 Ad revenue split — 0.65% vs 15% vs 68%06:50 The country mix that changes everything11:00 Inside the games — gameplay and gacha17:30 The FIFA license divorce and EA's escape26:30 The ad stacks and what they get wrong35:30 UA reality — real gameplay, cheap CPIs, no AppLovin--------------------------------------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---------------------------------------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 Lancaric

What I learned from reading Pulitzer: A Life in Politics, Print, and Power by James McGrath Morris. Made possible by: Ramp: ⁠https://ramp.com⁠ Applovin: ⁠https://www.applovin.com/⁠ 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://applovin.com/9operators “We built our iPhone before we built our Apple.” How do you scale a hardware brand from $7M to $1.5B without chasing cheap CPMs?  Jacob Zuppke (CEO, Whisker) joins Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to break down how a self-cleaning litter box company became a $1.5B brand through US manufacturing, big creative swings, and a deliberate omnichannel strategy. Jacob breaks down the marketing that fueled a decade of growth, including how TV outperformed Meta for years, and why Whisker held off Amazon until branded search volume made the case impossible to ignore. He also gets into the Whisker app, which logs 4.7 million cat weigh-ins per day, and why that software layer is where the brand's omnichannel strategy gets its deepest competitive teeth.

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

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

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?

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

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

(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/

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

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

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?  

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

(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

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