Tech

Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

Read full article at source ↗

Based on the episode description, not a full transcript. Source evidence retrieved 20/09/2026, 21:35:11 UTC.

Briefings

Adam Foroughi, CEO of AppLovin, discusses surviving a 92% drawdown during the 2026 tech market downturn. He highlights AppLovin's AI-driven advertising as 'Ads as ML 1.0' and outlines the $50 billion global ad market. The podcast covers AppLovin's IPO struggles, privacy regulations, and its lean team strategy in China, while noting the company's vertical integration in AI infrastructure. Key figures like IREN, Oracle, EY, Meta, Keel Infrastructure, and PayPal are mentioned as partners or competitors. The episode is a snapshot from September 2026, with limited coverage of specific financial figures beyond the drawdown percentage.

Key points

• AppLovin CEO Adam Foroughi survived a 92% drawdown in the 2026 tech market, attributing success to AI-driven advertising strategies.
• The podcast outlines the $50 billion global ad market and details AppLovin's vertical integration in AI infrastructure and cloud computing.

Context and limitations

This is a podcast episode snapshot from September 2026. Specific financial figures beyond the 92% drawdown are not detailed. Coverage is limited to the episode's discussion points and mentions of major tech partners and competitors.

Generated by Bittrees-hosted qwen35-2b sha256:aaf42c8b7c3c on 20/09/2026, 21:36:17 UTC. Based on publisher-provided feed evidence; may not cover the full original article. Check the source for details.

View archived briefing on IPFS
bafybeie664qbide4bi7r3zdwkz4g3crrvdh24x7ye756pvparpw2kr5uje