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AppLovin

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 20, 2025 by Thomas Laffont · said 4 times in 1 episodes since 2025 · across every show →

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Everything said about AppLovin, oldest first

Jun 20, 2025 bullish
Assertion Partly supported
Thomas Laffont: AppLovin doubled revenue while cutting headcount over 35%
“At the same time as AI comes in, now the company's lean and mean, innovates, outcompetes companies like Google and Meta, doubles the size of the company as the employee count is down over 35%.”
Thomas Laffont Jun 20, 2025 ▶ 49:22 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
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