In this episode, I present a long-form analysis of AppLovin's business and its significant recent growth.

But understanding AppLovin the company is fundamentally predicated on understanding the market in which it operates, mobile games advertising, and the direct response digital advertising landscape more broadly. And so this podcast is structured in three parts:

All of these topics can seem unapproachable and impenetrable from the outside. I hope this episode clarifies them.

Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: