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Giovanni Ge

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  1. Sourcery with Molly O'Shea1h 27m

    Inside AppLovin’s $100B Ad Engine

    Adam Foroughi, Giovanni Ge, Molly O'Shea

    AppLovin rebounded from a 92% post-IPO decline to reach a $100 billion valuation by deploying its Axon 2 recommendation engine, a core architecture rebuilt from scratch by CTO Gio to leverage semantic embeddings and GPU optimization. Under CEO Adam Mosseri's leadership, the company expanded beyond mobile gaming into e-commerce and connected TV while maintaining a lean team of approximately 100 engineers who write code without AI assistance during onboarding to preserve technical literacy. This strategy emphasizes engineering-led prototyping and a self-serve advertiser model to generate over $7 billion in annual EBITDA, positioning the firm to potentially reach a $1 trillion valuation through $30 billion in annual cash flow.