Sharp Tech with Ben Thompson
(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk
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.
13:40
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Quick takeaways
- AppLovin's strategic adaptation to post-ATT digital advertising illustrates its ability to thrive in a rapidly changing market landscape.
- The company's expansion into e-commerce advertising signals a move to diversify its services and potentially challenge established competitors like Meta.
Deep dives
The Surge of AppLovin
AppLovin's remarkable growth to surpass a $100 billion market cap highlights its significant role in the mobile gaming advertising industry. The company's strategy includes effectively managing both the demand and supply sides of mobile game ads, ensuring they can offer competitive pricing and ad placement solutions. AppLovin has been particularly successful in navigating the post-ATT landscape, where traditional methods of user tracking have been disrupted, and it has capitalized on its broad inventory to adapt. This dual ownership of ad buying and placement channels positions AppLovin as a unique player within a traditionally fragmented market.
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