Maor The Wolf Benaim

8. CPMs hitting 2021 highs - Conversion rates are stuck in 2024. 9. TikTok Shop forcing thousands of sellers to move overnight to local 3PLs. if there was ever a time to take a break, this might be it.

4. Tech stocks have been down 20%-80%. 5. Meta has outages around 4 weeks in total. 6. every major tool (Slack, Zoom, Canva) switching to "per-seat + usage-based" 7. Subscription Fatigue is at it's peak - consumers canceling an average of 3-4 recurring services

3. China suppliers raising costs of all US remote locations (alaska/hawaii) and in general - Shipping "Peak Season" surcharges starting in April instead of October.

So far this has been 2026: 1. Amazon switching over from credit cards to funding from revenue. 2. Meta moving top spenders (for starters) to bank wires.

3. if it was that easy to go over the play store or app store policy and get away with it without getting banned, trust me, there would be a lot more companies with great ROI and results like APP.

Applovin can't use that data even if it wanted to because companies keep it internally and use it for themselves.

2. platforms use other data all the time - your browser shares info, YouTube shares info and even when you just watch a video on Facebook or read a certain post on Facebook it's going to give you more of the same.

1. when you use campaigns like performance max or even on meta, the platform is going to use your current audience, even if you did not select it.

Does this mean they are "reverse engineering" meta's traffic or data? Does this mean they are breaking any rule or policy ? ABSOLUTELY NOT:

2. I have also spent money on new brands that do not have any traffic to remarket or high volume on Meta and have gotten great results, so I know for a fact the platform works even without BOF traffic and has great, converting top-of-funnel traffic to bring to advertisers.

I also must say 2 more things: 1. It's not easy to remarket/use current data to get sales, and Applovin is doing an amazing job at that. Many of you tried to open a remarketing campaign and got higher CPAs than your normal campaigns.

3. after going into one of their games and playing it for a while, you will see your own ads.

1. that's why they want you to place their pixel on the whole funnel and website, and not just a purchase conversion event at the end. 2. that's why they wanted people who are driving a lot of traffic to be on-boarded first.