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Last month I wrote about the importance of being misunderstood, in Opendoor, The Mythology of Disruption: In this way, Unity carries a characteristic I consider fundamental to my investment principles – Unity is misunderstood. But I believe comparisons to Unreal obscure the thesis with a false narrative. Unity might not make headlines for splashy game releases, and it may lurk in the shadow of the Epic colossus for years. While Unity makes no games itself, by democratizing developer tools and aligning with creators, its technology has become ubiquitous in one of the fastest-growing industries of our time.
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As of Q4 2020, the majority of the world’s games are built on Unity, and Unity-powered applications were downloaded five billion times per month. I thought about buying but I never did.’Ĭloaked in the guise of the underdog, Unity has patiently manifested itself into the critical infrastructure of the gaming space. I think Unity at today’s $35B valuation will be one of those prices people look back on with regret, saying, ‘Damn.
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And Epic is led by Founder-CEO, Tim Sweeney, a gaming visionary I consider a cornered resource.īut the deeper I dig into Unity, the more bullish I get. Unreal can render more realistic graphics, has a longer track record of AAA titles using the Unreal engine and has built notorious blockbusters such as Unreal Tournament, Gears of War and Fortnite. If we compare Epic versus Unity (as I did), Unity loses outright: I make it a point to search for best in breed, and in the game engine space, that company is Epic. Founded in 2004, Unity has transformed from a failed game-maker to the category-leader in game engine usage, exploring new verticals in film, automotive, construction and commerce.īut back in September, I passed on the investment – after all, Epic Games’ Unreal Engine was the dominant player in the space. I first heard about Unity ( NYSE: U) in September of 2020, at which point it was preparing to IPO. Yet there are whispers of even larger opportunities ahead – augmented/virtual reality, in-game economies built on blockchain technology, virtual worlds, and of course, the metaverse.Īnd somehow, at the heart of each of these trends is Unity Software. Epic Games’ Fortnite boasts over 400 million global players, a user base that would rank as the third most populous country. Axie Infinity, the play-to-earn NFT game, has grown revenues by 12,000% over the past three months. In 2021, a staggering 50% of 9-12 year-olds in the United States play either Roblox ( RBLX) or Minecraft ( MSFT). It also doesn’t surprise me that today, games are bigger than ever. I see it as no coincidence that twenty years later, I’m writing about disruptive companies, seeking out world-builders. For ‘leveling up,’ science fiction, and my interest in technology. But if I’m honest with myself, this is where my passion for storytelling began. It can be challenging to look back and identify the events that molded us with any fidelity. I can see the pixelated characters running across a dystopian landscape, fighting to save a dying planet… I still hear the space-age startup sound, the gentle whir of the console fan. Exhilarated, I plugged it in, thumbed the power button, and fired up Final Fantasy VII. It was the day of my eleventh birthday, and I had just unwrapped a gleaming, futuristic, PlayStation 2. Original post on my substack, The Operator, here.