Chapters

(00:00:00) The $6B Buyback That Made $60B

(00:02:15) Borrowing Money To Buy Back Stock At A Discount

(00:05:02) Why VCs Passed On AppLovin In 2012

(00:09:00) From App Discovery To Ad Platform

(00:14:45) Beating Google's AdMob With Performance Marketing

(00:19:30) No Board For Six Years

(00:30:12) The China Deal That Almost Blew Up

(00:37:45) The Convertible Note Pivot And KKR

(00:46:30) Buying Gaming Studios To Get Data

(00:51:45) Losing Trust With Game Developers

(00:58:20) The 2022 Crash And How He Kept His Team

(01:02:00) Building An Hyper Competent & Efficient Company

(01:07:25) Why Every New Hire Needs His Approval

(01:19:06) The Axon 2 Inflection Point

(01:21:15) One Great Engineer Now Beats A Hundred

Learn more about your ad choices. Visit megaphone.fm/adchoices