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AppLovin offers to buy Unity Software in $17.5 bln deal

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Re: AppLovin offers to buy Unity Software in $17.5 bln deal

#82
post #51

Earlier quoted context omitted.

Only if you mind ads in your game editor.

Is that really what people are afraid of? Why would they do that? They want developers to put ads in their games certainly, but I don't think they want to alienate the devs with ads in the tool. That seems silly

My initial reaction was nah, but on second thought, I'm not so sure. Most indie devs will produce nothing and generate no revenue / buy no seats. But they may purchase stuff on the unity asset store. I could see ads finding their way into the editor that way.

Not that this has anything to do with applovin though

Re: AppLovin offers to buy Unity Software in $17.5 bln deal

#83
post #68

Earlier quoted context omitted.

There are some Zuckerberg emails exposed as part of some subpoena process where he describes why Unity was a valuable asset to build Meta's AR/VR business. He goes on a lengthy argument about why owning Unity will create a value flywheel that could accelerate Meta's business by doubling down on Unity's engine as a core technology for building games and other AR/VR experiences: https://sriramk.com/memos/zuck-unity.pdf…

AppLovin is a suite of developer tools plus an ad network. By your definition of adware, Facebook is an adware company. Google too. Given the level of anti-trust scrutiny aimed at Facebook, there's little to no chance they would receive approval to acquire Unity. Facebook probably would have invested the most money into future development, but they've also traditionally been the most hostile to third-party developers…

People do define Facebook and Google as Adware companies…

Re: AppLovin offers to buy Unity Software in $17.5 bln deal

#84
post #31

AppLovin Market cap is roughly ~$14B and Unity is ~$15B. This sounds more like a merger - AppLoving is offering shares which would be worth 49% of the combined company. Unity provides the Game Engine, AppLoving provides the ad/payment side - it could work.

This is basically the same as their previously announced deal with IronSource, a malware/adware company. Both are terrible for consumers/developers.

I'm not related to IronSource but this is some serious mischaracterisation of them...

They made an SDK to create installers for Windows that was used by 3rd parties with nefarious means. Said SDK/toolkit has been discontinued for years as well.

Hardly makes them a malware/adware company...

Re: AppLovin offers to buy Unity Software in $17.5 bln deal

#86

Earlier quoted context omitted.

Is that really what people are afraid of? Why would they do that? They want developers to put ads in their games certainly, but I don't think they want to alienate the devs with ads in the tool. That seems silly

My initial reaction was nah, but on second thought, I'm not so sure. Most indie devs will produce nothing and generate no revenue / buy no seats. But they may purchase stuff on the unity asset store. I could see ads finding their way into the editor that way. Not that this has anything to do with applovin though

Good point, I hadn’t thought about it from that angle. I could actually see that rationale, don’t agree with it but could see how greed could take them there.
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