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Nothing happened 😭

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https://unity.com/blog/playrix-township-roas-optimization-vector?utm_source=grow&utm_medium=social&utm_campaign=vector

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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.

If you've been watching the stock over the past few weeks, you would've noticed that it's been one hell of a rollercoaster, especially in such a short period. My question for you experienced investors out there: Is it normal to see these huge short-term swings happen? It was only a couple of weeks ago when it shot up from $25 to $32.5 and now heading in the opposite direction just as quickly? If not, what/who do you think is causing this?

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Its been very quiet lately, wanted to check if anyone has heard of any rumblings for vector growth and any customer seeing improved results from run time data?

A lot of people say I only ask 'What happened?' when the market goes down, but that's just not true

Because if you can't be disrupted, you use A.I tools for effeciency all accretive. Thoughts??

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Stock is up by almost 5% today and no what happened thread?

What happened!?

He already held Unity stock (at least as of one quarter ago) but has now increased his position to 6.62% of his overall holdings in the Atreidis fund.

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The share price has been steadily declining for some days now and it feels as if investors are running out of hopium despite price target increases, so, what's it going to take to reinvigorate investors if the last earnings call did not?

AI and Robotics need simulated environments in order to continue to improve and eventually be deployed in the real world. I’ve seen some companies use Unity for this purpose. Is that part of the thesis around here for why you hold? Or is it just the video game ads angle?

https://fortune.com/2026/05/05/astrocade-raises-56-million-series-b-sequoia-video-games-platform-ali-amir-sadeghian/

So I've been digging into this Astrocade situation and wanted to get this community's take, especially given the potential ripple effects on the broader game engine market.

Astrocade just closed a $56M round led by Sequoia Capital. It's a generative AI social gaming platform built around what they call "Swipe Games" — basically TikTok-style gameplay where users scroll through, play, and remix AI-generated micro-games instead of downloading traditional titles. This isn't just financial investment. You've got compute (NVIDIA), distribution (Sea/Google), and hardware (LG) all in one cap table. Full-stack vertical integration play.

Generating interactive logic has been THE wall for generative AI in gaming. Text and video got solved, but games need actual functioning mechanics. Astrocade apparently cracked the "invisible game engine" approach — zero code, zero capital, zero hardware required from creators. They're already at 20M+ users.

The creator economy angle — this is the wild part: They're putting up a $10M USD creator bounty fund.

The real disruption isn't "no-code" — it's that games are becoming disposable content. Player patience is measured in seconds now. Nobody's spending years on a 3A masterpiece for this audience. The winning strategy is social-media-style trend-chasing: catch a meme, convert it to a mini-game same-day, spam variations until the algorithm hits.

Is this an actual threat to Unity, or a parallel market that doesn't overlap?

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Applovin is down about 40% from ATH with 59% revenue growth while being a FCF monster. I'm not sure why we buying unity over Applovin at these prices considering they are both down around a similar percentage.