In Part 1 of my outline on Unity ahead of its IPO, I explained the scope of its multidimensional business, its R&D efforts and competitive positioning, and its grand vision for powered interactive 3D content across every industry. Part 2 digs into Unity’s financials and how it is marketing its public listing, and frames both the… Continue reading Unity IPO analysis, Part 2: The bear and bull cases for Unity
Category: Media Infrastructure
Unity IPO analysis, Part 1: What Unity does and where it’s going
Unity Software Inc. is set to list on the New York Stock Exchange this month, following its S-1 filing two weeks ago. The 16-year-old tech company is universally known within the gaming industry and largely unknown outside of it. But Unity has been expanding beyond gaming, pouring hundreds of millions of dollars into a massive… Continue reading Unity IPO analysis, Part 1: What Unity does and where it’s going
The Covid-19 crisis is pushing esports broadcasting into a new era
I wrote a post on TechCrunch about how EA and other game publishers are re-envisioning how to produce esports broadcasts for TV audiences as a result of the restrictions in place due to Covid-19. Read it here >>
Webinar on the state of kids media
I hosted a webinar on TechCrunch about the state of kids media amid the Covid-19 crisis. My guests were: Craig Donato, chief business officer of Roblox, the $4 billion gaming platform that counts the majority of U.S. kids age 9-12 among its active users. Nancy MacIntyre, co-founder and CEO of Fingerprint, the company behind Kidimo, a leading subscription video… Continue reading Webinar on the state of kids media
Interview with Remagine Ventures, the Israeli seed fund focused on AI in Media
Check out my interview with Remagine partners Eze Vidra and Kevin Baxpehler on TechCrunch >>
A guide to Virtual Beings
Last week in San Francisco, I spoke at the first Virtual Beings Summit (organized by Fable Studio CEO Edward Saatchi). The term “virtual beings” gets used as a catch-all categorization of fictional personalities that humans can interact with. This ranges from activities like Amazon, Apple, Google, and Microsoft pouring resources into conversational AI technology to… Continue reading A guide to Virtual Beings
Where top VCs are investing in media, entertainment, & gaming
In my TechCrunch column, I just posted long-form quotes from these 9 sharp VCs on their investment interests in the media, entertainment, & gaming space. If you’re an entrepreneur planning to raise money (or an investor curious what your peers are focused on), I suggested you give it a read. Cyan Banister (Founders Fund) Alex… Continue reading Where top VCs are investing in media, entertainment, & gaming