ooga.sol retweeted
I've always defended X as the only platform to be on for financial discourse.
But it's getting harder to when the owner constantly amplifies narratives of collapse… of companies whose interests conflict with his own at $SPCX or $TSLA.
Would people be comfortable if $NVDA Jensen Huang owned $META?
And then the timelines were dominated by his amplified narratives of $AVGO failing?
I can't see how that would be healthy for grassroots discussion.
ooga.sol retweeted
$APP recorded the largest YoY gain in ad revenue share on both platforms
iOS share increased by 11 percentage points, from 42% in Q3 2025 to 53% in Q3 2026
Android share rose by 10 percentage points, from 19% to 29%
$APP is gaining ad revenue share far faster than competitors on both iOS and Android
Suggesting AXON is becoming increasingly competitive and attracting more advertiser spend
ooga.sol retweeted
I wanted to share a little about Gist, and why we’re building it.
When I first started thinking about the project, one direction I considered was an AI companion or assistant. There are real needs those products can serve. The question I kept coming back to was how to build something durable when so much of its capability depends on an underlying model you don’t own. I didn’t have a convincing answer for what we would build.
At the same time, I was becoming more interested in what AI might make possible for a small team building a social platform.
Social media is an established business, but starting something new has historically required substantial resources across engineering, product, content, and marketing. By late 2025, it seemed increasingly possible that AI could lower some of those barriers.
Many of the technical problems have known solutions. Putting them together well is still a lot of work. But I thought it was worth exploring whether a small team could now do that work with much more limited resources.
That would only get us part of the way. A product can work well and still give people little reason to use it. Building a community, earning trust, and creating something people want to return to are questions we have to answer through the experience itself.
There is a natural connection with AppLovin’s business and technology. That helped make the idea worth pursuing. But what has made it more meaningful to me is the people we’ve met along the way.
At a recent dinner with Gist creators, I heard people talk about why they share what they know. They wanted to be useful, help someone through a problem, or bring a perspective that might make another person’s life a little better. I left thinking about how much that sense of purpose matters.
That is the kind of place we hope Gist can become. Somewhere people find ideas worth their time, and where creators can build something meaningful and sustainable around what they have to offer.
We can build the technology, but the people who bring their ideas and communities will give Gist its character. We have to keep listening and let what we learn shape the product.
Gist is now available on iOS and Android, with a 4.7 rating on the US App Store. We’re still early in user acquisition and aren’t pushing aggressively to grow. We’re using this period to understand what people value and where we need to do better.
Some of the most encouraging feedback has come from people who say Gist has given them a renewed sense of purpose in creating, or helped them feel better about their lives. It’s early, and we shouldn’t read too much into it. But it is meaningful to hear, and it gives us a reason to keep working.
If you give Gist a try, I’d be interested to hear what you think.
iOS: apps.apple.com/us/app/gist-l…
Android: play.google.com/store/apps/d…
ooga.sol retweeted
$APP AXON pixel installs up 11.48%
16,550 → 18,450
A HUGE WoW increase
Almost the same % increase as a few weeks ago, but the biggest absolute increase ever 😳
$APP AXON pixel installs up 5.2%
15,726 → 16,550
Expected deceleration following the spike two weeks ago. 2–5% WoW growth is still very strong
I'll post the country specific growth when I get it
ooga.sol retweeted
We announced next-gen SCM at Transcend in June, with Nick from Anthropic on stage. Their new post shows why: merges went from 2,500 to 30,000+ a day in four months. They built Scion for their unique needs, enterprises will need that scale on Git, governed end to end, cloud or air-gapped, without migrating their code, CI and compliance workflows to get it. That's what we're building. Latest:
about.gitlab.com/blog/scalin…
New on our Engineering blog: Creating in-house source control.
In May, we merged around 2,500 code changes per day. In September, we merged more than 30,000 per day. As a result, we became bottlenecked by developer infrastructure built for human (rather than agent) scale.
Here, we share how we built a new version control system—and fully migrated our monorepo from git—in five months: anthropic.com/engineering/re…
ooga.sol retweeted
ooga.sol retweeted
$APP’s Gist is now available on Android
If you’re one of the top brands on @TrybeUGC and haven’t tried AppLovin yet, now’s the time! For a limited time, claim your free ad credits through your Trybe dashboard and put our platform to the test.
It’s never been easier to get started: get 30 to 60 second videos created on Trybe and upload your ads with one click!
WE'RE GIVING OUT MILLIONS IN FREE @AppLovin AD CREDITS EVERY MONTH ON jointrybe.com
UP TO $50k PER BRAND
ooga.sol retweeted
all my 8 figure / month brands run applovin
you're ignoring a massive chunk of your TAM if you're not running it
once it scales, it'll take you somewhere meta alone never will
the two biggest bottlenecks i see:
- getting approved
- not being willing to spend on testing
i can solve both. my applovin rep gets ~95% of cases approved and can give you up to $20k in free credits to test
plus, sign up through my rep and you get 5% unlimited cashback
my rep's capacity is limited, so like this and DM me "applovin" and i'll connect you
ooga.sol retweeted
$APP
All I want to hear on the upcoming ER is the following:
- growth is resuming, driven by ecom
- how many shares they gobbled up
- cac:ltv on ecom, even if rough
- a juicy q4 guide
then, we can resume the pump parade to get us to 30x fwd
ooga.sol retweeted
Looks like the tide is turning a bit in $APP - Needham is out today saying quality over quantity.
AppLovin onboarded three large advertisers over the past month $SHOO and Quince, both doing over $2B in GMV.
This was the best month for quality advertiser sign-ups since the start of 2026.
While NT financials won't see an immediate spike, these large accounts carry the potential to significantly scale up their advertising spend over time.
Citi was positive yesterday as well. Might we see some bounce in this name?
ooga.sol retweeted
$APP this is big for Applovin






























