On @patrick_oshag's @InvestLikeBest, @ballmatthew blew my mind 🤯 when he explained that 50% of 9-12 yr olds in the US, CAN, AUS and NZ play Roblox or Minecraft alone.
So what is $U?? The “world’s leading platform for creating and operating interactive, real-time 3D content.”
• Account for 71% (!) of the top 1,000 mobile games
• MAU who consumed Unity-made content reached 2.7 billion (!)
• Monthly active creators are 1.5 million +
They break out their business into Create & Operate Solutions.
Create Solutions: customers create games + content
Operate Solutions: customers grow, engage and monetize their user base
Imagine being a game developer, creating one game, and being able to deploy it everywhere that matters: iOS, Android, Nintendo, Playstation, Xbox and more. More than 20 platforms in total. What an astounding value proposition to a creator.
Where is gets really interesting is BEYOND GAMING.
"We continue to gain significant traction with customers/ brands in industries beyond gaming, including architecture, engineering and construction; automotive, transportation and manufacturing; and film, animation + cinematics."
Unity works with:
• 8 of the top 10 architecture/design firms
• 9 of the top 10 auto companies
CASE STUDY 1⃣
@SkanskaGroup one of the world’s largest construction companies, uses Unity for a range of applications, from photorealistic interior mockups to coordinated pre-fab animations, 2D and 3D logistics, model management, and 4D sequencing, etc.
CASE STUDY 2⃣
@volvocars uses Unity to reimagine traditional processes across the lifecycle of designing, engineering, manufacturing, selling and servicing vehicles.
CASE STUDY 3⃣
@MPC_Film used Unity on $DIS's recreation of The Lion King. It was shot in real-time, using Unity software integrated w/in physical-film hardware, incl cameras, dollies + cranes.
Ch1, P19
"Few people make financial decisions purely with a spreadsheet. They make them at the dinner table or in a company meeting. Places where personal history/own unique view of the world, ego, pride, marketing, & incentives are scrambled into a narrative that works for you."
Ch2, P28
"Luck and risk are both the reality that every outcome in life is guided by forces other than individual effort. They are so similar that you can’t believe in one without equally respecting the other."
It seems like every week I come across another Substack that is intelligent and insightful—and then my afternoon is lost reading everything that author has written.
But how could I keep track of the Substacks I liked (aside from overloading my email)? How could I find new and interesting Substacks focused on topics I care about? Was there a central database of the Substacks I found interesting?