The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
AppLovin dropped 92% post-IPO before rebounding to a $100B valuation
“We dropped 92% in the first 18 months of being public. That, that dream seemed very, very far away, but post-Axon, too, we recovered, and now we're a hundred-billion-dollar company.”
AppLovin CEO: Gio Ge built Axon 2 to replace outdated tech
“We had a model that powered our advertising business axon one model, and it was written on outdated machine learning techniques. And so we were looking for a researcher to come in and help us architect the axon two model, which we released. I don't know, proba…”