Unity Technologies

Axios.

OpenAI says Astra can lay out a printed circuit board in KiCad, build a 3D city scene in Unity, create an animated automobile transmission in FreeCAD and Blender, and fill out a tax return draft from AW2.

End quote.

Jensen Huang also calls it AGI, but he calls everything AGI.

Axios.

OpenAI says Astra can lay out a printed circuit board in KiCad, build a 3D city scene in Unity, create an animated automobile transmission in FreeCAD and Blender, and fill out a tax return draft from AW2.

End quote.

Jensen Huang also calls it AGI, but he calls everything AGI.

We forget, you know, we used to have, you know, Facebooks and Google, and we still have them, obviously.

Facebook is still very important, Unity, but...

Really, it's very true that if you need to win in mobile, you need to win iOS, which means you have to win in Applovin.

So you have to understand that algorithm.

And it makes sense from both an advertiser and publisher's perspective to use Applovin's products.

But, you know, if Applovin can do this, well, what's stopping Google or Meta or Unity from just replicating the strategy? And why has an Applovin taken even more of a market share than it already has? So unfortunately, Applovin, they do have a number of competitors on both the advertising and publisher sides.

So Google, for instance, is a competitor on both sides of that competition as well.

So Google has its Google AdMob product.

So, you know, it's been building mobile ad technology for well over a decade and operates across both gaming and non-gaming apps.

So, you know, I would definitely consider it to be a meaningful competitor.

And then on the mediation side of competition, the real rivals, probably Unity's level play.

So one study that I found regarding that from 2025, they found that max is roughly about 55% of ad monetized top grossing games versus about 25% of Unity's level play and about 13% for AdMob.

And it makes sense from both an advertiser and publisher's perspective to use AppLovin's products.

But if AppLovin can do this, well, what's stopping Google or Meta or Unity from just replicating the strategy? And why hasn't AppLovin taken even more of a market share than it already has? So unfortunately, Applovin, they do have a number of competitors on both the advertising and publisher sides.

So Google, for instance, is a competitor on both sides of that competition as well.

So Google has its Google AdMob product.

So it's been building mobile ad technology for well over a decade and operates across both gaming and non-gaming apps.

So I would definitely consider it to be a meaningful competitor.

And then on the mediation side of competition, the real rival is probably Unity's level play.

So one study that I found regarding that from 2025, they found that max is roughly 55% of ad monetized top grossing games versus about 25% of Unity's level play and about 13% for AdMob.

times or like what was your guys' thinking about those days? Really positive.

We came from like, you know, when we started in games, it was mobile gaming because I was pretty accessible and it was Unity.

And we spent years doing that.

And it was actually, I don't even remember what year we switched over to UE, what,

yeah no that makes sense and I think a lot of creators who've never who have stayed inside of UGC forget about that right the porting to console, PC, handheld, mobile, all of that, or just having weapons already there, having characters already there, all those things you don't have to think about when you build a game.

And so, yeah, I can see that kind of being refreshing.

Unity is crazy because we've seen the announcements about Unity, right, coming to Fortnite.

What did you guys think when you first

That's on my list, actually.

It reminds me of Unity, which scares me a bit.

But yeah, I want to try it for now.

I'm trying to test, like, implementing some prototypes with Xcode and AI Agent, but for sure my next step would be trying the 3D Composer.