These high-level stats impressed me (cc: @ballmatthew ):
- 1.5M monthly active creators
- 50%+ of all mobile/PC/console games made w/ Unity
- 3B app downloads per month (!)
- 15K new projects made per day
- Creators span 190 countries
2) Business Overview
Motto: "We believe the world is a better place with more creators in it. Creators, ranging from game developers to artists, architects, automotive designers, filmmakers and others, use Unity to make their imaginations come to life."
Thought-provoking piece from the wicked-smart fund manager Gary Mishuris.
Here's a thread on the five signs Gary sees in this potential market bubble ... forbes.com/sites/garymish…
Sign #1: "Stocks are bought based on belief and not thorough analysis"
- It's not enough to believe. At some point your beliefs need to be backed by thorough analysis and numbers.
- Great resource for this numbers to narratives (ht @AswathDamodaran):
Sign #2: "A narrow group of companies or business models is perceived to be so valuable that any company that is seen as belonging to this group is valued at extraordinary levels"
Today's examples:
- Any SaaS business
- E-commerce
- Online retailers
- Telemedicine
- SPACs