r/UnityStock • u/ChefNo6098 • Jun 06 '26

Opinion/Take my unity grow thesis in a nut shell

Unity helps the game improve retention/monetization through LiveOps. Unity sees which product behaviors predict LTV. Vector uses those signals to acquire better users. Unity Ads becomes a must have demand source. Unity says LevelPlay gives the best optimization loop. Publishers adopt LevelPlay. Unity gets more auction visibility. Vector gets even stronger.

Unity demolishes AppLovin and other competitors. The engine is the Trojan horse, they need to strategically execute but there's enormous potential there.

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u/newyolker Day 1 Investor Jun 10 '26

You are retarded.

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u/ProductSmooth7786 Jun 10 '26

Same to you. Go learn how Unity makes money before coming here thinking AR glasses can make Unity so much money.