Her general commentary at the start is really good and mirrors a lot of what we discuss around here. Then she gets to Unity and essentially outlines how she is throwing a 1% gamble on Unity because they may have a “monopoly” on a “trend” that is “forgiving”. She even admits to taking “a flyer” (Feroldi’s word) on it even though growth is not there today. WHAT? Even if I believed that Unity has a monopoly on AR/VR (they don’t), I wouldn’t give her my money. She even talks about getting in early before it shows up on people’s screeners.
It is a total a waste of time to listen to someone who speaks in these terms. The neurolinguistic flags here are massive. Yet I know many of you have found value in following her. Many have said she is great but her technicals partner is an issue. I don’t get it.
I wanted to scream at the video when she states that Unity has billions of daily active users. The company doesn’t make anything from having more people use games made by developers who use their software.
Someone should count how many times she says “trend”. Add in “swing trade”, “momentum”, and other synonyms.
I turned it off at 20 minutes in.