yes ai will make our apps disa

yes ai will make our apps disappear and it's a bargain opportunity

Software-mageddon: Is the Dip in AppLovin and Palantir a Buy?

AppLovin reported Q4 revenue of $1.658 billion, up 66% YoY, with net income rising 84% to $1.102 billion. Adjusted EBITDA increased 82% year over year. Applovin (APP) delivered strong earnings, pushing back against the “software apocalypse” narrative sparked by Anthropic’s AI agents. Yet despite solid fundamentals, APP plunged 20% post-earnings. Apollo’s Co-President warns the software industry is entering an “extremely violent” tech cycle, where valuations reset and markets aggressively separate winners from losers. Is APP & PLTR a mispriced AI platform caught in panic selling?

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