AppLovin
$4.7B
revenue, FY2024
Builds everyday apps and the advertising system that grows them — the same two engines this portfolio runs on.
How an app gets made here
Four steps, run the same way every time — and the number that decides each one.
Research
50
tries a year
We only build where money already flows — a real need with paying users, not a category we wish existed.
Development
2
weeks to the stores
Today's AI tooling does the heavy lifting, and our people make every decision along the way.
Marketing
$4,000
cap on every app
If an app has not paid for itself by month two, the spending stops — no exceptions, no favourites.
Money
$1.90
back on every $1
Winners earn from advertising and subscriptions, and that profit pays for the next fifty tries.
The portfolio
The apps already in people's hands, plus what is on the bench. Every screen below is a real one, recorded on device.
Where the money comes from
Two ways of earning, one way of measuring. Advertisers pay for attention from the first install, users pay for plans up front, and every month of spend is tracked like its own small investment.
App StoreEvery app ships here
Google PlaySame build, same week
Rewarded videoUsers opt in for bonuses
BannersPaid from install one
SubscriptionsWeekly, annual, lifetime
Annual plansCash up front
App Store ConnectThe dashboards you see
Cohort trackingEach month its own book
Daily paybackSpend vs. return, every day
Month-2 ruleNo payback, no more spend
ReinvestmentWinners fund the next try
PayoutsCash out or compound
How big is the pie?
Everyday apps are one of the largest consumer markets in the world — bigger than movies, music and books combined. Four companies already make billions doing exactly this, publicly, with audited numbers.
Playtika
$2.55B
revenue, FY2024
A portfolio of mobile games run as one machine, not a studio betting on a single hit.
Scopely
$2B+
a year, estimated gross
Monopoly GO! alone passed $6B lifetime — one everyday app, four years of development, hundreds of people.
Bending Spoons
$1.31B
revenue, FY2025
A factory of acquired apps run on one platform — proof the model scales past any single product.
This portfolio
4 apps
live today, ~50 planned
ToonToon, Vertoon, Atomus and Orbit PC, with roughly one new launch every week for the next year.
Our target
$100M
a year, within twelve months
Next to a $567B market that is 0.02% — we do not need to beat anyone, just take an honest slice.
Sources: company filings and press reports, 2024–2026. Not affiliated — they are the scale this factory is built to reach. Targets are goals, not guarantees.
S&P 500 or ATOM Mobile
The same money, three years, side by side.
- S&P 500
- $1.35M
- Conservative case
- $1.43M
The baseline everything gets measured against
The same plan with payouts cut to a third
Modeled from the portfolio's own numbers with payouts reinvested — a goal, not a guarantee. Real, current numbers are shared on the call.
The next app starts on Monday
One new app in the stores roughly every week. Come see the live dashboards and decide for yourself.