We came across a bullish thesis on Unity Software Inc. (U) on Twitter by AlphaSenseInc. In this article, we will summarize ...

What is Unity? What are game engines? Game engines are effectively ... which maybe requires a total re-architecture of the entire industry. Everyone loved this idea. This idea has not, I would ...

Game engine market thrives on immersive tech, AI integration, and cross-industry adoption. Unity and Unreal dominate, while open-source/mobile-first tools carve niches. Cloud innovation and ...