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EBITDA

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 5, 2025 by Mark Bhargava · across every show →

Everything said about EBITDA, oldest first

Dec 5, 2025 bullish
Prediction Not checkable as stated
Bhargava: Some GC AI roll-ups will reach $100M EBITDA under two years
“Some of the companies in the rollup will hit a hundred million of EBITDA and they're like less than two years old.”
Mark Bhargava Dec 5, 2025 ▶ 49:09 Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
Aug 14, 2026 bullish
Assertion Partly supported
AppLovin generates over $7B EBITDA run rate with 75% cash conversion
“We probably on an EBITDA basis, I think we're over a seven billion dollar run rate, and we generate somewhere around 75% cash off the EBITDA dollar.”
Adam Foroughi Aug 14, 2026 ▶ 1:02:48 Inside AppLovin’s $100B Ad Engine
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