AppLovin: Monetizing & Marketing Mobile Apps

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[00:02:41] - [First question] - The first risk taken when creating AppLovin and how it all began

[00:05:05] - Why was there pushback against games and adtech back in 2012

[00:07:12] - What it was like in the early days to get the app in front of a customer 

[00:08:54] - Building a platform and software product versus becoming an advertising agency

[00:10:47] - The major components of AppLovin and how it works 

[00:15:21] - The space or areas where most people interact with them and see their work 

[00:16:26] - What he considers to be the next key chapters after AppLovin’s early days 

[00:18:25] - How they determine strategy between the app developer side of the business and app ownership

[00:25:50] - How AppLovin interacts with Apple, Android, and the relationship between products

[00:27:11] - What he’s learned about the importance of scale in advertising 

[00:28:58] - The major breakout points in the business that led to where he is today 

[00:30:22] - Their revenue model and it how it breaks between software and apps

[00:33:55] - The margins of gaming, its business proposition, and the future value of this side of the franchise

[00:35:18] - The taxonomy of apps today and how it has changed over time 

[00:38:53] - His perspective on what defines great digital marketing today 

[00:40:31] - Walking through the shifts in privacy, targeting, and data as technology changes

[00:43:13] - His thoughts on emerging platforms as competitive threats and/or opportunities 

[00:44:58] - How they’ve kept the business nimble and very product-focused on a corporate level

[00:46:53] - Their concept of meetings and how they’ve learned to run them effectively

[00:48:37] - The big lessons learned over the years becoming a big capital allocator

[00:50:24] - The missing pieces in his strategic mission that he still wants to do in five years’ time

[00:51:42] - What he’s learned from Facebook, Google, and game studios he’s worked with

[00:54:32] - How he thinks about defensibility and power in the business as they evolve and grow

[00:57:19] - His philosophy on the maturity of the business and if they’d pay dividends in the future

[00:59:32] - How he has most improved in his career during his time with AppLovin 

[01:02:03] - Questions that the world’s largest bear would ask him today

[01:03:18] - The most interesting trends happening around him in the digital space

[01:04:38] - What he has learned about treating software developers well as a customer

[01:06:04] - His thoughts on the eventual impact of Facebook and Google becoming competitors rather than the collaborators they are today