Unity IPO analysis, Part 2: The bear and bull cases for Unity

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

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

How Unity built the world’s most popular game engine

I’m excited to share my in-depth profile on the founding and rise of Unity Technologies, the most used game engine in the world and a multi-billion dollar startup poised to IPO in 2020. I interviewed two dozen Unity executives in San Francisco and Copenhagen for this and other research into the gaming industry, including hours… Continue reading How Unity built the world’s most popular game engine

My interview with Laura Martin of Needham & Company

I saw leading Wall St media analyst Laura Martin of Needham & Company debate the future of Netflix on stage at the Banff World Media Conference in June and caught up with her after to expand on her assessment of the streaming giant and the streaming video landscape more broadly. Check out the transcript of… Continue reading My interview with Laura Martin of Needham & Company

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

Zwift & fitness-gaming’s superiority over interactive fitness videos

(This was originally a section of today’s Monetizing Media newsletter. Sign up here.) Happy Sunday night, media friends. Great to see many of you over drinks in London and LA recently. Shout out to Hummingbird VC and Sinai VC for co-hosting those events. I’ll be at the Milken Conference this week so if you’re in town for… Continue reading Zwift & fitness-gaming’s superiority over interactive fitness videos

Interview with Eric Min, CEO of Zwift

I interviewed Zwift CEO/Founder Eric Min in TechCrunch, discussing the virtual cycling company’s product evolution, numerous potential revenue streams, and Olympic esports ambitions. Interactive fitness startups are a hot trend right now, following Peloton’s mainstream breakthrough. As it’s preparing to IPO, other “Peloton for X” startups like Tonal, Mirror, and Hydrow are raising substantial sums. Scooter Braun and Rumble are teaming… Continue reading Interview with Eric Min, CEO of Zwift