https://x.com/StockSavvyShay/status/1891842828491473095?s=19
Tässä ihan mielenkiintoinen pohdinta Unityyn liittyen.
Unity is setting up for a turnaround the market still isn’t pricing in – shifting back to a subscription model this year with price increases and a major AI-driven tailwind that could redefine game development.
The DeepSeek Playbook was a catalyst for AI tools – Unity is about to do the same for AI-powered game creation. AI-generated environments, real-time NPC behavior, and dynamic difficulty adjustment were previously locked behind proprietary tools and expensive custom-built systems. DeepSeek removes those barriers – making AI-assisted game development scalable, affordable, and accessible.
This fundamentally changes Unity’s TAM. AI-driven automation of asset creation, animation, and world-building will accelerate production cycles, allowing developers to ship more games, optimize monetization in real time, and retain players more effectively. Unity’s ecosystem lock-in strengthens as developers gain AI-powered insights that help them fine-tune engagement, ads, and retention – capabilities that previously required expensive custom analytics.
The market is still looking at Unity through the lens of its past missteps – pricing backlash, developer attrition, and monetization struggles. What analysts are missing is that AI is shifting the entire economics of game development, and Unity is positioning itself as the platform that enables it at scale. This isn’t just about existing studios – AI-powered tools will drive new entrants into the industry, expanding Unity’s developer base and unlocking additional licensing, marketplace, and ad revenue.
If Unreal continues catering to high-end, custom-built experiences while Unity dominates AI-assisted, scalable game development, Unity could capture the majority of AI-driven game innovation. The inflection point is coming, and the market isn’t ready for it. But I am – and it’s a risk since I’m front-running this narrative.
E: Olisi muuten mielenkiintoista kuunnella @Verneri_Pulkkinen ja @Atte_Riikola kommentteja/näkemyksiä pelipodissa myös Unitystä, tuntunut olevan railakkaita käänteitä tässäkin yhtiössä.
