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Danger of Integrated Studios + Ad Networks: Applovin and Zynga

Deconstructor of Fun

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How Can You Continue to Sustain Your Revenue Growth?

There aren't a lot of players out there. Zingas sad they're going to go after m an b i mean that, you know, publicly. Technology wise, there's probably interesting stuff if you are just looking to bring in a technology but there's not a ton of playersthe base technology is pretty much commodity, right? There's sort of two persaces. One is, like the revenue run rate, there's not much there. There's not a lot at scale.

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