Singularity Research

Starting a GC for investors who want to discuss Korean names. DM me to join. No shilling random ideas with a half formed thesis. Proper pitches on 1) Company summary and specifics 2) 2-3 major drivers and trajectory/roc 3) Upside/multiple expansion and forward IRR. DM to join.

This is the best founder you've never heard of. Adam Foroughi's company prints $5 billion in cash a year with just 400 people. When his stock price dropped by 92%, he borrowed money to buy back $6 billion in stock. That bet made the company more than $60 billion. The entire C-suite is just 4 people. To this day, Adam approves every hire. This episode has the highest insight-to-minute ratio of any conversation I've had so far. Here’s our full conversation: 0:00 The $6B Buyback That Made $60B 2:15 Borrowing Money To Buy Back Stock At A Discount 5:02 Why VCs Passed On AppLovin In 2012 9:00 From App Discovery To Ad Platform 14:45 Beating Google's AdMob With Performance Marketing 19:30 No Board For Six Years 30:12 The China Deal That Almost Blew Up 37:45 The Convertible Note Pivot And KKR 46:30 Buying Gaming Studios To Get Data 51:45 Losing Trust With Game Developers 58:20 The 2022 Crash And How He Kept His Team 1:02:00 Building An Hyper Competent & Efficient Company 1:07:25 Why Every New Hire Needs His Approval 1:19:06 The Axon 2 Inflection Point 1:21:15 One Great Engineer Now Beats A Hundred Includes paid partnerships.

$IREN

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