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

Quibi’s misaligned incentives

I published an article yesterday about Quibi’s rough start, relative to the amount of capital raised and spent. I’m a big believer in the opportunity for mobile-native content formats so sad to see it. I highlighted four main issues I saw: Miscalculating the risk of launching during the COVID-19 lockdown. Undervaluing the central role of interactivity in… Continue reading Quibi’s misaligned incentives

Gaming VC survey: gaming infrastructure

I surveyed four VCs I know about where they see opportunity for startups at the infrastructure layer of the gaming industry: Sam Englebardt, Galaxy Interactive Gigi Levy Weiss, NFX Amit Kumar, Accel Anton Backman, Play Ventures Read it here on TechCrunch >> VCs see opportunities for gaming infrastructure startups and incumbents

Gaming VCs survey: esports

I compiled responses from several VC investors on where they see opportunities for esports startups right now: Peter Levin, Griffin Gaming Partners Beth Ferriera, Firstmark Ethan Kurzweil, Bessemer Venture Partners Jens Hilgers, BitKraft Ventures Doug Higgins, Sapphire Sport Rick Yang, NEA Kevin Baxpehler, Remagine Ventures Read it here on TechCrunch >> 7 VCs talk about today’s esports opportunities

Gaming VCs survey: opportunities in MMOs and social games

I surveyed several gaming-focused VCs about where there see opportunity for MMO and other social gaming studios. Kevin Zhang, Upfront Ventures Ryann Lai, Makers Fund Shanti Bergel, Transcend Fund Bertrand Vernizeau, Game Seer Venture Partners Siamac Kamalie, Skycatcher Read their responses here on TechCrunch >>

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