Gaming

This piece is from Steve’s Substack, Markets + Metaverse. Microsoft’s rumored $10 billion bid for Discord would be a major win for both companies. Discord, the communication platform of choice for gamers, would find a long-term, strategic partner in Microsoft.…

Apple Watch SE | $279 | Everything you need in a wearable. Storage Containers | $11 | Organize all of your cables. Brrrn Board | $299 | Get a killer at-home workout. Branch Basics Starter Kit | $59 | Everything…

While gaming has seen record engagement since the beginning of the pandemic, it hasn’t been an easy road for Microsoft and Sony more recently. Last week, the two companies released their next-generation gaming consoles, the Xbox Series X and PlayStation…

We recently surveyed 54 Unity developers to get a better sense for how they’re using the product, expectations for future spending, and competition with Unreal. Our survey results indicate increasing spend from developer ahead, which was reflected in Unity’s latest…

Unity is on the road to becoming the next great creative software company. Since going public in mid-September, shares of Unity are up more than 60% from the issue price. The company currently trades at a $26.2 billion market cap.…

Unity went public last Friday through a unique twist on the traditional IPO process. Instead of allowing the bookrunning banks to price and allocate IPO shares, Unity maintained control of the book and set the final price of shares before…

Its official, Unity is public. Doug and Gene discuss what the company does, why we’re favorable on the company as a long term investment, and what the recent IPO means for the broader tech space. Note: Loup Ventures owns shares…

Earlier today, Unity began trading post its IPO. We sent the following memo to our limited partners to detail our excitement about Unity’s prospects over the long term. Unity may be the next great creative software company. As the company…

The dispute between Epic Games and Apple over App Store policies continues to grow more complex. Doug and Gene discuss the dispute’s three central questions and conclude that a resolution is likely years away. Loup TV is a series of…

Epic Games has filed a lawsuit against Apple over its App Store policies. Doug and Gene discuss the central topic of the US government regulating profitability for app platform providers. Loup TV is a new series of short videos that…

Epic Games has filed a lawsuit against Apple over its App Store policies. Alongside the lawsuit, the company released a video on YouTube and inside of Fortnite titled “Nineteen Eighty-Fortnite” where they call their users to action to “stop 2020…

Microsoft is determined to build on its already massive gaming platform in the face of growing competition from Google and Amazon. A few weeks ago, Microsoft announced some major changes to its next-generation gaming platform in a blog post, You…