Unity Software Inc S-1

* Vastly better free content to throw in your games

* Source available engine

* No fees on the first million dollars of gross revenue

* Clear communication on roadmap for engine development and what's going to stay vs. change

1. While the primary use case of Unity originally may have been game dev, the ubiquity of the software for other use cases (primarily VR/AR and other forms of online media) has been what's propelled it to this level.

2. Epic Games is much much more than the Unreal Engine. Highly recommend looking into Matthew Balls' Epic Primer [1], but Unreal is one corner of the Epic flywheel. Which is probably why they opted to raise a billion [2] in funding recently instead of IPO-ing post-Fortnite

[1]https://www.matthewball.vc/all/epicgamesprimermaster [2] https://venturebeat.com/2020/08/06/epic-games-unveils-1-78-b...

There is a graphic I stumbled upon years ago - I haven't been able to find it recently - that described Facebook's gameplan - 10-20 years out. It basically described how the focus of the platform would evolve with how effectively users would be able to share their lives with their network, in progression with technology, or - more specifically - the price of bandwidth. Let me explain:

FB early years was very text-centric. I recall not "getting it" because it was effectively a tricked-out twitter. Kinda like Asana vs Clickup today - more features doesn't directly translate to "better". I of course didn't factor in the "network effect". I digress. Early years was text-centric.

When internet speeds picked up (without much of an increase in price to the end user), photos became more of a focus. The Instagram acquisition happened around this timeframe

At the time I found this graphic, The same price/data speed phenomenon was in effect and FB was transitioning to video as its core sharing focus. Facebook acquires Occulus, which leads into the last part of the graphic -

VR. I remember MZ's Mark Zuckerberg's virtual Puerto Rico jaunt. New tech is often akward, but knowing Facebook a player in an industry typically "beyond gaming" is in line to blur that line, is one good example of the viability of Unity as a real revenue producing entity.

This is getting a little long winded, but I think this next part drives the point home.

I'm a real estate agent, and I used to work at a brokerage called Exp (NASDAQ: EXPI). Their pitch (to agents) is that they are a "cloud-based brokerage". While not required - there is a Club Penguin-esque "world" you log into, make an avatar, walk around and an attend meetings in auditoriums. Its very cheesy, but as mentioned above, all new tech is cheesy. Check out Exp stock performance this year. Unity is in a prime position to work with companies in "non-gaming industries" looking to keep current and move with the pace of tech