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Unity will become one of the most important technology companies in the world, as the leading platform for building AR, VR, and MR applications in a highly digitized world. While it was founded in 2004 as an open source shader-compiler ( graphics tool) for Mac-based game developers, it has grown into one of the two leading platforms for creating and operating interactive, real-time, 3D (“IRT3D”) content in the world. (NYSE: U) is one of two major players leading the transition from static content (long development cycles) to dynamic content (short development cycles) creation, enabling live feedback loops between content creators and users. Virtual Reality (“VR”): A comprehensive term for a multi-sensory, computer-generated experience that allows users to explore a virtual world and interact with it. It is a hybrid of the real and virtual world. Mixed Reality (“MR”): The merging of real and virtual worlds to produce new environments and visualizations, where physical and digital objects co-exist and interact in real time. Massively Multiplayer Online (“MMO”) Game: An online game with a large numbers of players, often hundreds or thousands, on the same server.
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Identifier for Advertisers (“IDFA”): A random device identifier assigned by Apple to a user's device. More definitions will be introduced throughout:Īugmented Reality (“AR”): Uses digitally generated visual overlays to improve the real world. Please make sure to share this newsletter, share this post, or subscribe (if you have not already) if you like the content! You can use the buttons here to do so:ĭefinitions - The following definitions will be useful to understand before reading this newsletter. I will be working on developing industry reports and better understanding of:Īrtificial Intelligence / Machine Learning and Semiconductors by extension In addition to gaming / the Metaverse, I am focusing on three other major themes. I am thinking about expanding to additional platforms to advance my mission of democratizing investing knowledge (i.e. I am excited by the prospect of one day having domain expertise similar to what Matthew has - he is truly brilliant. Most of what I have learned on this topic is from the work done by Matthew Ball who I believe is the expert in this space. I hope to successfully and objectively convey what makes this theme so exciting for our society and markets. I have become extremely fascinated by gaming / the “Metaverse” - writing this report gave me the opportunity to further develop a foundational knowledge on this subject. I can’t stress enough the importance of knowing the details before investing, but I hope this structure makes the newsletter easier to consume! Additionally, I will look for alternative platforms to distribute this newsletter outside of substack since the formatting and functionality is not optimal. The remainder of the newsletter will provide more details on the company and industry. The top will be the core of the report: 1) Executive Summary, 2) Company Overview, 3) Investment Thesis. So, instead of waiting to finish each detailed company report, I will cover other topics for the weeks that a detailed company report is not ready.īased on some feedback, I’ve changed the structure of the newsletter. However, David Perell is one of the best writers out there and recommends publishing on a consistent basis. It’s been a few weeks since our last report since I spent a lot of time passing on a few companies after being deep in the research process. In this edition of the Seifel Capital Newsletter we will analyze Unity Software Inc.