Deep Dive2

AppLovin — The GOAT Compounder?

AppLovin is an AI-powered advertising technology platform whose mission is to create meaningful connections between companies and their ideal customers.  Founded in 2011, the company was historically organized around two segments — Advertising and Apps — but completed a major strategic pivot on June 30, 2025, when it divested its entire...

The $650 Billion Bet: How Cloud and AI Infrastructure Really Make Money

And who gets burned if the AI bubble deflates Every week a new headline announces another hundred billion dollars flowing into AI datacenters. Microsoft, Amazon, Google, and Meta have collectively pledged over $650 billion in capital expenditure for 2026 alone — more than the GDP of Sweden. Investors are simultaneously thrilled...