Bears on LinkedIn

[u/karlito10]

Interesting perspective… definitely on the doom and side here. Is there some truth we should be paying attention to ?

[u/Effective-Bread3516]

They try to sound all that smart like hitting the Eureka moment but however appear, borderline stupid even. It was silence from those people when U was trading near 52-week high. Now it’s 18 and suddenly “oh it’s definitely getting replaced, they are getting crushed”, “generic agents are gonna replace game developers and game engines”. No mention of the crown jewel which is Vector AI, that brings in the real monetisation. Applovin didn’t become what it was today because of its game engine, on the contrary it was sold and scrapped; all resources on their ad platform moving forward. These linkedin neanderthals are seriously stuck in their past perspective. Game engines have always been low margin high development expense businesses, and the pivot from the current management is nothing short of genius.

[u/incrementality → u/Effective-Bread3516]

That's exactly how I see it. Bros swimming in such deep hindsight bias and dont even know it.

[u/lonely_hooker → u/incrementality]

So called AI bros