From GameMakersDev on YT regarding on why $APP is effectively impossible to compete with, and has a structural advantage

I don't think this is true. This is assuming the technology / accurateness difference between DSP are rather small. In the reality, the difference between DSP is huge. That's the reason why Applovin can make so much money in the first place.

🎯🎯🎯🎯

MAX is the moat. Competitors pay the 5% toll. APP runs free + owns the data. Axon locked behind it. Leave and your UA collapses. That’s not competition — that’s structural lock-in. $APP

Can I have link to this video?

Thanks for sharing

Aria do you own any $RDDT - I see you posted about it before. Any interest?

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Confirmation Bias. This is just sad.

I wrote this deep dive on $APP in June. I just upgraded it to ‘strong buy’.

This is what they said about $ttd a few years ago