PERSON DIRECTORY
Adam Foroughi
Adam Foroughi appears in 2 indexed conversations across 20VC, Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Inside AppLovin’s $100B Ad Engine
Molly O'SheaAdam ForoughiGiovanni Ge
AppLovin rebuilt after a 92% post-IPO drawdown around Axon 2, with EBITDA run rate now over $7 billion.Semantic embeddings replaced Axon 1’s hundreds of thousands of if/else branches, improving extrapolation and lowering GPU costs while e-commerce showed decent ROAS on a premature model.Reaching a trillion-dollar valuation requires over $30 billion in annual cash flow, putting category expansion and creative execution under scrutiny.
AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship
AppLovin combines roughly 70% growth, 84% EBITDA margins, and over $10M EBITDA per core employee, after rebuilding its recommendation technology from the 2022 trough.Its targeted buyback removed a fragile cap table overhang, but AI-driven layoffs, SBC dilution, and frontier-model competition make cash flow, moat durability, and terminal value the central risks.