{
  "title": "2026-09-21 AI Daily | AppLovin CEO Reviews 92% Drawdown: Ads are ML 1.0, AI Assistant Tops App Store",
  "url": "https://miaok.ong/en/ai-daily/ai-daily-2026-09-21/",
  "date": "2026-09-21T07:00:00+08:00",
  "lastmod": "2026-09-21T07:00:00+08:00",
  "type": "ai-daily",
  "kind": "page",
  "language": "en",
  "description": "Today\u0026rsquo;s Core Signals: AppLovin CEO Adam Foroughi regarded ad systems as \u0026ldquo;ML 1.0\u0026rdquo; in a podcast and reviewed the company\u0026rsquo;s 92% drawdown experience, providing a growth-side reference for agent commercialization; Meta\u0026rsquo;s personal AI assistant Muse topped the US App Store in its first week after launch, indicating that agents are entering the mass market. IREN and Oracle-related clues point to vertical integration of AI cloud and data infrastructure, but the source needs verification.",
  "keywords": null,
  "tags": [],
  "categories": [],
  "author": "Mark (Miao) Kong",
  "image": "https://miaok.ong/images/avatar.jpg",
  "content": "\u003ch1 id=\"2026-09-21-ai-daily--applovin-ceo-reviews-92-drawdown-advertising-is-ml-10-ai-assistant-tops-app-store\"\u003e\n  2026-09-21 AI Daily | AppLovin CEO Reviews 92% Drawdown: Advertising is ML 1.0, AI Assistant Tops App Store\n  \u003ca class=\"heading-link\" href=\"#2026-09-21-ai-daily--applovin-ceo-reviews-92-drawdown-advertising-is-ml-10-ai-assistant-tops-app-store\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h1\u003e\n\u003cblockquote\u003e\n\u003cp\u003eToday\u0026rsquo;s Key Signals: In a podcast, AppLovin CEO Adam Foroughi described advertising systems as \u0026ldquo;ML 1.0\u0026rdquo; and reviewed his company\u0026rsquo;s 92% drawdown, offering a growth-side case study for the commercialization of AI agents. Meta\u0026rsquo;s personal AI assistant, Muse, topped the U.S. App Store in its first week, signaling that agents are entering the mass market. A lead involving IREN and Oracle points to vertical integration in AI cloud and data infrastructure, though the source requires verification.\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003ch2 id=\"-in-depth-guide-to-this-issues-watch-list\"\u003e\n  📖 In-depth Guide to This Issue\u0026rsquo;s Watch List\n  \u003ca class=\"heading-link\" href=\"#-in-depth-guide-to-this-issues-watch-list\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eUpdates are light today, but one piece of content is worth highlighting: AppLovin CEO Adam Foroughi\u0026rsquo;s conversation, where he frames advertising systems as \u0026ldquo;ML 1.0\u0026rdquo; and reflects on navigating a 92% drawdown. This is highly recommended for growth and engineering teams, especially readers thinking about the commercialization of AI agents. Another lead, mentioned in the summary, involves IREN and Oracle, pointing to the vertical integration of AI cloud platforms and data infrastructure. However, the source for this item is marked \u0026ldquo;Unknown\u0026rdquo; and the summary awaits translation, so editors should verify it first. Today\u0026rsquo;s news can be grouped into two themes: 1) The evolution of ad/growth tech into ML and a founder\u0026rsquo;s reflection on extreme volatility; and 2) The convergence of compute and data in AI infrastructure. The overall source quality is thin today; more reliable sources may be needed for follow-up.\u003c/p\u003e\n\u003ch2 id=\"-ai-hot-topics-on-x\"\u003e\n  🌐 AI Hot Topics on X\n  \u003ca class=\"heading-link\" href=\"#-ai-hot-topics-on-x\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h2\u003e\n\u003ch3 id=\"topic-1-typesafe-ai-launches-jev-for-fast-efficient-ai-decisions\"\u003e\n  Topic 1: TypeSafe AI Launches Jev for Fast, Efficient AI Decisions\n  \u003ca class=\"heading-link\" href=\"#topic-1-typesafe-ai-launches-jev-for-fast-efficient-ai-decisions\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: 4 hours ago, Related Posts: 2,600\u003c/li\u003e\n\u003cli\u003eWhat it is: TypeSafe AI has released a new tool called Jev, designed for fast and efficient AI decision-making.\u003c/li\u003e\n\u003cli\u003eWhy it matters: The tool focuses on improving the speed and efficiency of AI decisions, which could reduce latency and computational costs, making it significant for real-time agents and production applications.\u003c/li\u003e\n\u003cli\u003eDiscussion Summary: Discussions on X are focused on its actual performance, comparisons with existing inference or decision-making frameworks, and whether it will be open-sourced and stable enough for deployment.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-2-instinct-ais-simple-git-tracked-memory-system-revealed\"\u003e\n  Topic 2: Instinct AI\u0026rsquo;s Simple Git-Tracked Memory System Revealed\n  \u003ca class=\"heading-link\" href=\"#topic-2-instinct-ais-simple-git-tracked-memory-system-revealed\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: 2 hours ago, Related Posts: 112\u003c/li\u003e\n\u003cli\u003eWhat it is: Instinct AI has revealed a simple memory system tracked with Git.\u003c/li\u003e\n\u003cli\u003eWhy it matters: This approach allows the memory of AI agents to be versioned, audited, and rolled back, offering a lightweight and transparent engineering path for building stateful AI agents.\u003c/li\u003e\n\u003cli\u003eDiscussion Summary: Current discussions on X focus on the pros and cons of Git-tracked memory versus traditional vector memory, its reliability in production environments, and whether this design could become a new trend for agent memory.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-3-metas-muse-ai-agent-tops-us-app-store-charts\"\u003e\n  Topic 3: Meta\u0026rsquo;s Muse AI Agent Tops U.S. App Store Charts\n  \u003ca class=\"heading-link\" href=\"#topic-3-metas-muse-ai-agent-tops-us-app-store-charts\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: 2 days ago, Related Posts: 24,000\u003c/li\u003e\n\u003cli\u003eWhat it is: Meta\u0026rsquo;s personal AI agent, Muse, topped the U.S. App Store charts in its first week of release.\u003c/li\u003e\n\u003cli\u003eWhy it matters: This indicates that AI agents are evolving from passive conversational tools to personal assistants capable of executing real-world tasks and are beginning to enter the mass consumer market.\u003c/li\u003e\n\u003cli\u003eDiscussion Summary: Current discussions focus on Muse\u0026rsquo;s autonomy and privacy boundaries, particularly its mechanism for requesting permission before performing sensitive actions, and whether its market popularity can be sustained.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-4-trump-polls-followers-on-new-ai-name-and-announces-ai-force-plans\"\u003e\n  Topic 4: Trump Polls Followers on New AI Name and Announces AI Force Plans\n  \u003ca class=\"heading-link\" href=\"#topic-4-trump-polls-followers-on-new-ai-name-and-announces-ai-force-plans\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · Other\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: 1 day ago, Related Posts: 124,000\u003c/li\u003e\n\u003cli\u003eWhat it is: Trump initiated a poll on social media for a new AI name and announced plans for an \u0026ldquo;AI Force.\u0026rdquo;\u003c/li\u003e\n\u003cli\u003eWhy it matters: This suggests that top U.S. political figures are starting to get directly involved in AI naming and strategic deployment, which could influence government AI policy, industry competition, and public attention.\u003c/li\u003e\n\u003cli\u003eDiscussion Summary: The main discussion on X revolves around whether the plan is a substantive policy or a political campaign tactic, and the seriousness of the name poll. Supporters are optimistic about U.S. AI competitiveness, while critics are concerned about the lack of detail and potential politicization.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-5-seedance-25-delivers-longer-coherent-ai-video-clips\"\u003e\n  Topic 5: Seedance 2.5 Delivers Longer, Coherent AI Video Clips\n  \u003ca class=\"heading-link\" href=\"#topic-5-seedance-25-delivers-longer-coherent-ai-video-clips\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: , Related Posts: 95\u003c/li\u003e\n\u003cli\u003eWhat it is: Seedance 2.5 has been released, capable of generating longer and more coherent AI video clips.\u003c/li\u003e\n\u003cli\u003eWhy it matters: This marks new progress in the duration and narrative coherence of AI video generation, potentially intensifying competition in the video generation space and lowering the barrier to creating high-quality video content.\u003c/li\u003e\n\u003cli\u003eDiscussion Summary: Discussions on X are mainly about whether it could become the next \u0026ldquo;viral video machine,\u0026rdquo; as well as its comparison with existing video models, its actual output quality, and the potential risks of misuse.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"todays-ai-public-opinion-summary-on-x\"\u003e\n  Today\u0026rsquo;s AI Public Opinion Summary on X\n  \u003ca class=\"heading-link\" href=\"#todays-ai-public-opinion-summary-on-x\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003eThe main theme of today\u0026rsquo;s public discussion is the accelerated shift of AI from demonstrating model capabilities to deployable and executable agents and production tools, with a particular focus on real-time decision-making, versionable memory, and the entry of personal assistants into the mass market. The consensus is that the industry is placing greater importance on low latency, state management, and real-world task execution. Disagreements are mainly centered on technical roadmaps and substantive value, such as whether Git-style memory is superior to vector memory, whether Jev\u0026rsquo;s actual performance can be stably implemented, and whether Trump\u0026rsquo;s \u0026ldquo;AI Force\u0026rdquo; is a strategic deployment or political propaganda. Potential risks lie in the boundaries of privacy and authorization, the production reliability of memory systems, the abuse and content authenticity challenges following improvements in video generation capabilities, and the potential interference of politicization with the pace of AI development.\u003c/p\u003e\n\u003ch2 id=\"-influencer-insights\"\u003e\n  💡 Influencer Insights\n  \u003ca class=\"heading-link\" href=\"#-influencer-insights\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h2\u003e\n\u003cblockquote\u003e\n\u003cp\u003eInfluencer insights are unavailable today. We recommend reading the in-depth content from the Watch List.\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003ch2 id=\"-appendix-todays-watch-list-update-source-list\"\u003e\n  📚 Appendix: Today\u0026rsquo;s Watch List Update Source List\n  \u003ca class=\"heading-link\" href=\"#-appendix-todays-watch-list-update-source-list\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h2\u003e\n\u003cblockquote\u003e\n\u003cp\u003eTimeframe: Last 3 days; 22 sources covered; 1 update in total\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003ch3 id=\"all-in-podcast-a_full\"\u003e\n  All-In Podcast (A_full)\n  \u003ca class=\"heading-link\" href=\"#all-in-podcast-a_full\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003e\u003ca href=\"https://allinchamathjason.libsyn.com/adam-foroughi-applovin-ceo-surviving-a-92-drawdown-ads-as-ml-10-the-50b-game-ad-market\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eAdam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 \u0026amp; the $50B Game Ad Market\u003c/a\u003e\u003c/strong\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-09-21 04:49 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: [To Be Translated] - IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference.\n\u003cul\u003e\n\u003cli\u003eOracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves.\u003c/li\u003e\n\u003cli\u003eEY helps tech innovators scale from startup to exit to megacap.\u003c/li\u003e\n\u003cli\u003eWe\u0026rsquo;re focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all.\u003c/li\u003e\n\u003cli\u003eKeel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Key Points:\n\u003cul\u003e\n\u003cli\u003e(0:00) Adam Foroughi joins the Besties\u003c/li\u003e\n\u003cli\u003e(3:07) Discovery vs search \u0026amp; is your phone listening\u003c/li\u003e\n\u003cli\u003e(10:04) IPO tumble \u0026amp; becoming your own best investor\u003c/li\u003e\n\u003cli\u003e(16:00) Privacy rules, Apple\u0026rsquo;s crackdown \u0026amp; how agents change people\u0026rsquo;s shopping\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n",
  "wordCount": 1192,
  "readingTime": 6,
  "tableOfContents": "\u003cnav id=\"TableOfContents\"\u003e\n  \u003cul\u003e\n    \u003cli\u003e\u003ca href=\"#-in-depth-guide-to-this-issues-watch-list\"\u003e📖 In-depth Guide to This Issue\u0026rsquo;s Watch List\u003c/a\u003e\u003c/li\u003e\n    \u003cli\u003e\u003ca href=\"#-ai-hot-topics-on-x\"\u003e🌐 AI Hot Topics on X\u003c/a\u003e\n      \u003cul\u003e\n        \u003cli\u003e\u003ca href=\"#topic-1-typesafe-ai-launches-jev-for-fast-efficient-ai-decisions\"\u003eTopic 1: TypeSafe AI Launches Jev for Fast, Efficient AI Decisions\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-2-instinct-ais-simple-git-tracked-memory-system-revealed\"\u003eTopic 2: Instinct AI\u0026rsquo;s Simple Git-Tracked Memory System Revealed\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-3-metas-muse-ai-agent-tops-us-app-store-charts\"\u003eTopic 3: Meta\u0026rsquo;s Muse AI Agent Tops U.S. App Store Charts\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-4-trump-polls-followers-on-new-ai-name-and-announces-ai-force-plans\"\u003eTopic 4: Trump Polls Followers on New AI Name and Announces AI Force Plans\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-5-seedance-25-delivers-longer-coherent-ai-video-clips\"\u003eTopic 5: Seedance 2.5 Delivers Longer, Coherent AI Video Clips\u003c/a\u003e\u003c/li\u003e\n      \u003c/ul\u003e\n    \u003c/li\u003e\n    \u003cli\u003e\u003ca href=\"#-influencer-insights\"\u003e💡 Influencer Insights\u003c/a\u003e\u003c/li\u003e\n    \u003cli\u003e\u003ca href=\"#-appendix-todays-watch-list-update-source-list\"\u003e📚 Appendix: Today\u0026rsquo;s Watch List Update Source List\u003c/a\u003e\n      \u003cul\u003e\n        \u003cli\u003e\u003ca href=\"#all-in-podcast-a_full\"\u003eAll-In Podcast (A_full)\u003c/a\u003e\u003c/li\u003e\n      \u003c/ul\u003e\n    \u003c/li\u003e\n  \u003c/ul\u003e\n\u003c/nav\u003e",
  "isDraft": false
}