New research shows your portfolio companies could be tanking on Meta while competitors capture Gen-Z.

We’re seeing this across a sprectrum of DTC brands:

Meta CPMs doubled.
Attribution disappeared.
DTC investments burning cash on platforms that can’t reach the customers driving tomorrow’s growth.

Here’s what they were missing: Gen Z represents 43% of global consumers by 2030, and they’re shopping through gaming and entertainment platforms your brands can’t access.

AppLovin just cracked this code.

Their eCommerce platform hit $1B run-rate with only 600 advertisers.
Gaming-trained AI delivering unduplicated Gen Z reach at CPMs that actually work for DTC unit economics.

We’ve been telling brands this for a while:

Your early-mover window is closing fast. October 1st opens referral access.
By 1H26, self-service launches and mainstream adoption kills the arbitrage opportunity.

Portfolio companies that move now get gaming audience data that Meta can’t match, creative optimization trained on high-intent users, CPM efficiency before platform saturation and first-mover positioning in the next major acquisition channel.

That’s why i’m open to auditing portfolios this month:

+ Which investments qualify for current $100M GMV threshold?
+ Which align with gaming/entertainment demographics?
+ Who’s ready to optimize creative for platform performance?

Early access means owning better inventory and optimization data before competitors even know the platform exists.

Portfolio companies that wait will pay mainstream CPMs for inferior placement when everyone else floods in.

Time to audit your AppLovin opportunity before the advantage disappears. DM me and let’s set something up.