Axon just out-purchased Meta.
Some of you know I'm still in the weeds as a merchant myself. Since launch, Axon has driven 18.7% of our revenue. Similar budgets. Similar ROAS. Shopify looking good ✅
#AppLovin#Axon#Shopify#MetaAds#DTC#EcommerceMarketing#ROAS
Rafael Vivas (@rfvivas) dropped out of high school, got kicked out of his house, and was a billionaire by 32.
When he joined AppLovin, he had one condition: he had to live inside the office. Adam Foroughi built him a bed from IKEA. He said:
“The only way that we’re going to win is we’re going to have to out-hustle everybody else.”
When a partner called Cheetah squeezed AppLovin too hard, he started a game studio to compete with them and named it Lion Studios, “because lion is the only animal that can kill a cheetah.” It went from zero to over $250 million in revenue in two years.
Raf has a lot of ideas on dealmaking, persistence, attention to detail, why he’s against delegation, and why retiring at 28 made him miserable.
This is a fascinating conversation about purpose, performance culture, and staying in the game.
0:00 Kicked out of his house at 16
6:42 Starting his own ad platform at 17
9:58 “Don't be mad, but I'm going to compete with you”
11:06 His one condition: living in the office
15:40 Turned down by VCs while already profitable
21:00 Why he's against delegation
24:15 Two years of persistence to land one customer
30:42 Lion Studios: built to kill a Cheetah
38:41 Walking away from AppLovin at 28
44:13 The IPO that brought him back
45:44 The stock buyback that made $50 billion
1:01:01 The mentor who redlined the NDA
1:03:54 “Do you want to be Michael Jordan or Tiger Woods?”
1:05:46 The best advice he ever received: stay in the game
Includes paid partnerships.
@UvyatM@rfvivas Interesting, most advertisers I’ve worked with get approved unless they’re in a category that goes against AppLovin’s advertising policies. Which category of advertisers are experiencing this?
@chadwkeller's story is pretty incredible.
He grew up with humble beginnings. His mom waited tables and his dad cut fish. Chad sold donuts and pretzels to gas stations. He started several businesses that didn’t work out, but he kept going.
Eventually, he founded Mellow, a company focused on the sleep category. In its first year, the business generated $140M in revenue. Now, it's on pace to hit $500M in his second year of operating!
This is a man who succeeded against all odds and is on a generational run!
A seasonal gifting brand we run on AppLovin grew orders 17% week over week.
Spend up 22%. ROAS held above 2.6x.
It's October and the gifting angle is smashing already. Most DTC founders still think AppLovin is for mobile games...wake up.
#AppLovin#Shopify#MetaAds#DTC #EcommerceMarketing #ROAS