I'm quite bearish on Unity in the long run. Unity to me seems like a team with a fantastic marketing department to contrast with a much weaker engineering department. I've tried to use Unity off and on for years and every time I spend time learning it, I regret it. I'm a full-time React developer, and the difference in engineering culture and best engineering practices between Unity and React is massive. The Unity ex…
Unity Software Inc S-1
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Re: Unity Software Inc S-1
#42This should be a monster. We have no direct game development tools exposure on the stock market, unless you count Autodesk, but their tools are usable by other industries. That means it's gonna be shouldering a burden for an entire industry, and one that the stock market doesn't understand or appreciate. Potential for going either way, really. Development tools have traditionally been a poor investment long term, but…
I put some money into a strategy around the proverbial shovel salesmen for content creation last year, and I really wish I put in more and bought the dip harder.
Re: Unity Software Inc S-1
#43As someone who has invested heavily in SaaS stocks, I know the current market is likely going to want to send this thing to space. There has arguably never been a better time to IPO.
Re: Unity Software Inc S-1
#44"We have experienced rapid growth. Our revenue grew from $380.8 million to $541.8 million for the years ended December 31, 2018 and 2019, respectively, representing year-over-year growth of 42%, and from $252.8 million to $351.3 million for the six months ended June 30, 2019 and 2020, respectively, representing period-over-period growth of 39%. We generated net losses for the years ended December 31, 2018 and 2019, a…
Sounds kind of mixed to me. What's going to enable them to turn an annual loss of ~$150M into a profit?
Re: Unity Software Inc S-1
#45I'm quite bearish on Unity in the long run. Unity to me seems like a team with a fantastic marketing department to contrast with a much weaker engineering department. I've tried to use Unity off and on for years and every time I spend time learning it, I regret it. I'm a full-time React developer, and the difference in engineering culture and best engineering practices between Unity and React is massive. The Unity ex…
Re: Unity Software Inc S-1
#46Having followed this space for some time, Unity made huge strides at the beginning but has become notorious for punishing shiny features while leaving things broken or half-supported, which makes the developer’s life hard if you happen to run into one of those bugs. Closed source means you’re stuck writing ugly workarounds. My impression was that you can bootstrap some incredible stuff in Unity, but demanding kinds o…
Re: Unity Software Inc S-1
#47I'm quite bearish on Unity in the long run. Unity to me seems like a team with a fantastic marketing department to contrast with a much weaker engineering department. I've tried to use Unity off and on for years and every time I spend time learning it, I regret it. I'm a full-time React developer, and the difference in engineering culture and best engineering practices between Unity and React is massive. The Unity ex…
Comparing a web library to game engine is a bit of a stretch. Unity is very nice to develop actually. It's a lot more simple than UE4 for example, but UE4 is much better suited for more complicated games, but then again, Subnautica is made in Unity, so Unity is very flexible. Neither is "bad" or "worse". Unity is obviously not perfect, but video game engines move and change all the time, that is the nature of the vid…
I don't necessarily disagree, but an interesting thing to point out here is that a lot of the inspiration for React in fact came from game engines!
The ideas around virtual dom diffs, figuring out the minimum necessary set of deltas, and only rendering those because that's the slow part, in particular.
Re: Unity Software Inc S-1
#48I'm quite bearish on Unity in the long run. Unity to me seems like a team with a fantastic marketing department to contrast with a much weaker engineering department. I've tried to use Unity off and on for years and every time I spend time learning it, I regret it. I'm a full-time React developer, and the difference in engineering culture and best engineering practices between Unity and React is massive. The Unity ex…
Most of it is a lot more impressive than projects completed with React.
Unity has a high learning curve once you want to move away from tutorials. I believe React is the same, I kept trying to learn it but would get discouraged with the new tooling and eventually give up.
Re: Unity Software Inc S-1
#49I'm quite bearish on Unity in the long run. Unity to me seems like a team with a fantastic marketing department to contrast with a much weaker engineering department. I've tried to use Unity off and on for years and every time I spend time learning it, I regret it. I'm a full-time React developer, and the difference in engineering culture and best engineering practices between Unity and React is massive. The Unity ex…
Why on earth would you compare Unity to React?
Re: Unity Software Inc S-1
#50I'm quite bearish on Unity in the long run. Unity to me seems like a team with a fantastic marketing department to contrast with a much weaker engineering department. I've tried to use Unity off and on for years and every time I spend time learning it, I regret it. I'm a full-time React developer, and the difference in engineering culture and best engineering practices between Unity and React is massive. The Unity ex…
Look at MongoDB's performance since IPO in 2017 for perspective.