KKR
3 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Mar 15, 2026 by Marc Andreessen · said 14 times in 4 episodes since 2025 · across every show →
Mentions by year
brought up most by Adam Foroughi (6), Marc Andreessen (3), David Senra (3), Zach Dell (1), Patrick O'Shaughnessy (1)
tap a year for its mentions
2026 13 mentions in 3 episodes 4 per episode
Everything said about KKR, oldest first
Mar 15, 2026
May 3, 2026 neutral
Foroughi: AppLovin bought 14 to 15 game studios to train its ad models
“So actually like the business from KKR investment to IPO ended up looking wildly different than an advertising business because we ended up with like 14, 15 different game studios across all categories of gaming that we ended up owning so that we can not only …”
May 3, 2026
AppLovin brought in KKR and formed its first board in 2018
“Bring in traditional US capital, get some debt. Clear out the Chinese convertible debt. Give them their ownership. Off we go. Clean cap table. And so, we did that, I believe it was in the summer of 2018, and we had to build the first board that I'd ever been p…”