Some good DD by a Reddit user regarding Atreides massively increasing its $U position in Q1. Unity is now the fund's #2 holding per the latest 13F after adding 5.8M shares.
Now look at Felix Thé, Unity's Chief AI Officer, who previously worked as Senior Director at AppNexus. Baker was also a board observer at AppNexus. He probably has a very good idea of what's being built inside $U 🧐
The future of automobiles is about more than just screens, it’s about the experience…
Welcome @Harman to the Unity Industry Partner Program!
We’re excited to collaborate with HARMAN AES as a Unity HMI developer, integrator, and tester to advance next-generation HMI solutions.
As a Unity Authorized Service Partner, HARMAN brings deep expertise across connected products, automotive systems, enterprise automation, and software services that power secure, integrated experiences across industries.
Through its Automotive Engineering Services (AES) business, HARMAN is helping accelerate software-defined vehicle programs by delivering integrated expertise across SDV, ADAS, digital cockpit, and connected vehicle domains, enabling faster time to market, reduced complexity, and production-ready software at scale.
👉Learn more about our Partner Program: https://t.co/8e1k6qXLAw
After months of beta testing, $U has finally launched D28 Ad Revenue ROAS and D28 Hybrid ROAS optimization in Unity Ads. Two new campaign types that optimize toward 28-day post-install return, either from ad revenue alone or ad revenue + IAP revenue (hybrid).
$APP was the first to bring D28 optimization to scale, and at this point, it’s becoming an industry standard.
Important move for $U.
Look, Gavin Baker has loaded up on $U
that software company who made your favorite mobile app video game in 2013
5% of the total portfolio now... new buys listed below