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Can Unity break AppLovin's 81% profit margin monopoly? Industry veterans reveal the shocking truth about mobile gaming's biggest platform battle. In this explosive episode, we dive deep into Unity's crossroads moment with @matthewkanterman and @joshchandley from Wildcard Games. We uncover why studios are "deathly afraid" of AppLovin, how Unity's Vector engine changes everything, and the secret data advantage that could flip the entire industry. ⏰ KEY MOMENTS: 00:00 Unity's $81 Billion Question 09:50 "Unity Is Not an Engine Company" - The Bombshell 41:36 How AppLovin's 80% Monopoly Actually Works 46:00 The IAP Blind Spot Worth Billions 50:45 The Shocking 81% Profit Margin Revealed 53:23 Vector's Game-Changing Performance 59:37 The MAX Playbook That Could Save Unity 📊 SHOCKING REVELATIONS: AppLovin controls 80% of mobile ad auctions AND participates in them Unity literally pays AppLovin 5% just to bid on inventory Vector shows 15-20% performance gains for IAP campaigns Unity sees data from 70% of mobile games but doesn't use it Studios desperately want competition but Unity fears its own shadow 🎯 WHO SHOULD WATCH: ✅ Mobile game developers tired of AppLovin's dominance ✅ Industry professionals tracking the ad tech wars ✅ Investors evaluating Unity's turnaround potential ✅ Anyone interested in platform monopolies and competition 💡 THE BIG QUESTION: If Unity made their engine free tomorrow in exchange for data access, would it break AppLovin's stranglehold on mobile gaming? 📝 FULL ANALYSIS: Blog post with detailed breakdown: https://www.gamemakers.com/p/unitys-d... Newsletter with exclusive insights: https://www.gamemakers.com/ 🔔 SUBSCRIBE & JOIN THE CONVERSATION: What's your take—can Unity challenge AppLovin or is it too late? Drop your thoughts below! 👇 CONNECT WITH OUR GUESTS: Matthew Kanterman: / matthew-kanterman-cfa-b6345133 Josh Chandley: / joshchandley Joseph Kim (Host): / jokim TIMESTAMPS: 00:00 - Intro: Unity's $81 Billion Question 01:41 - Unity's Financial Turnaround Explained 05:49 - The Create Business Deep Dive 09:50 - "Unity Is Not an Engine Company" - Josh's Bombshell 11:07 - Why Unity's Pricing Model Matters for Mobile 13:10 - The Engine-to-Ads Data Opportunity 15:04 - Unity's Mobile Moat vs Unreal 17:16 - Introducing Unity Grow & The AppLovin Problem 21:29 - How Create Could Accelerate Grow 24:05 - Unity 6 Launch & Performance 28:30 - Culture Issues & Stock-Based Compensation 33:01 - The Runtime Fee Disaster Revisited 38:08 - Breaking Down AppLovin's Monopoly 41:36 - AppLovin's 80% Market Share Explained 46:00 - The IAP Blind Spot: Unity's Big Chance 49:06 - Why Studios Fear AppLovin 50:45 - The 81% EBITDA Margin Revelation 53:23 - Vector's Early Performance Results 59:37 - The MAX Playbook Discussion 1:01:35 - Could Unity Make the Engine Free? 1:03:15 - Alternative Distribution & Web Shops 1:06:59 - Unity's Strategic Options 1:09:40 - Future Outlook & Predictions 1:12:30 - The Bromberg Factor 1:15:46 - Investment Perspective 1:17:39 - M&A Possibilities 1:20:00 - Final Thoughts: It All Comes Down to Leadership #Unity #Unity3D #AppLovin #MobileGaming #GameDev #AdTech #UnityEngine #GameDevelopment #MobileGames #GameIndustry #TechMonopoly #VectorEngine