Sharp Tech with Ben Thompson (Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk
7 snips
Dec 2, 2024 Dive into the remarkable rise of AppLovin, the powerhouse in mobile gaming advertising, and learn how Apple's privacy policies have reshaped the ad landscape. Unpack the explosive success of OnlyFans and its implications on digital content creation. Explore the evolving world of ad technology and how platforms adapt to new privacy regulations. Discover the intricate strategies companies use in the mobile gaming ad network, revealing the synergy between gaming and advertising. It's a fascinating look at market dynamics and innovation.
AI Snips
Chapters
Transcript
Episode notes
AppLovin's Success Post-ATT
- AppLovin and Meta are the biggest winners after Apple's App Tracking Transparency (ATT) update.
- ATT removed the IDFA, making ad targeting more difficult for most companies.
Mopub Acquisition
- AppLovin strategically acquired Mopub, a supply-side platform.
- This acquisition allowed them to control both buying and filling ads, giving them a significant market advantage.
Operating Both Sides of the Market
- AppLovin's success stems from operating both the demand and supply sides of the ad market.
- This allows them to infer user value through prices and optimize ad performance, even without IDFAs.