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$APP Talked to a former Applovin employee over the weekend, here’s some of his thoughts: - Applovin’s business has been ads within mobile games. It is very profitable, 1B people per day play games, and $META or $GOOGL have not been able to break their moat. But, growth rates have slowed down from 70% to now 55% which is incredible, but not good enough for the street because they don’t see the TAM expanding yet. - Mobile gaming opportunity is large but viewed as saturated and very high growth rates likely aren’t sustainable in this one category. - Company has guided to keeping their growth at 30%+ but the decline in YoY growth rates have hurt sentiment. Applovin can change this by showing their Ecom expansion can increase the TAM but the company has failed to meaningfully show this which is why the stock has been stuck. The Q2 call didn’t really address the TAM expansion either which is why the stock has been falling so rapidly since then. - He said management is exceptional and understands what they are doing, it’s not a team to bet against, but the problem is the street is not convinced their growth can expand beyond gaming yet. He himself is also not fully convinced and feels ready to sell a significant portion of stock if the Q after holiday season doesn’t show the TAM expanding beyond mobile games. - He also said the short reports are pretty much just noise. Nothing ever serious has come from them and they aren’t rooted in anything real. Stock is down 50% YTD…obviously looks like a bargain and I wonder how much lower the street can send it. Only major software large cap that hasn’t recovered…is anyone buying it here?

Sony’s reported decision to slow PC releases could affect more than just Western PC gamers. It could also hurt the company’s presence in China, the world’s biggest gaming market. China is mainly a PC and mobile gaming market, where most gamers play on PC rather than consoles. If Sony stops bringing major single-player games to PC, it may become harder to reach those players. Many Chinese gamers are unlikely to buy a PS5 just for a few exclusives. A smaller PC presence could also weaken Sony’s ties with Chinese game developers. Programs like the China Hero Project have supported local studios and strengthened PlayStation’s influence in the region. Via:pcgamer

🚨 Funding Announcement | RealGo Cumulative Funding Reaches $9.5M We are delighted to announce that RealGo has completed a new $6 million strategic funding round with strategic investments from @UZcapitalX , @gwglobal_cap , and @Infiniteall_ai . To date, RealGo’s cumulative funding has officially reached $9.5 million. The new funds will be dedicated to core product construction, global team expansion, and continuous exploration in AI, further refining the Meme ecosystem collectively built upon AR, AI, LBS, mobile gaming, and on-chain assets. Thank you to all investment institutions, partners, and community members for your trust and support. We will continue to build real value with a long-term mindset, moving Meme IPs from cultural consensus into playable, interactive, and tradeable use cases, accelerating RealGo's vision to become the global Meme 3.0 infrastructure and Meme AI powerhouse.