(0:00 ) Introduction (1:00 ) Overview of AppLovin vs Unity market situation since 2022(2:10 ) Discussion of current mobile UA market conditions(6:30 ) Introduction to AppLovin vs Unity topic(9:00 ) How AppLovin gained advantage through Max mediation platform(11:10 ) The data advantage of first-party data in AppLovin's ecosystem(13:20 ) The lock-in effect of AppLovin's mediation and UA offerings(17:30 ) The snowball effect of AppLovin's market dominance(19:40 ) How AppLovin captured MoPub market share(22:20 ) Unity's execution issues after Iron Source merger(25:00 ) Cultural conflicts within Unity and algorithm problems(29:00 ) Discussion of Unity's "Vector" AI initiative(32:40 ) Unity's disappearing account managers and weak sales culture(35:20 ) AppLovin's focus on high-value customers and resource allocation(38:20 ) Increasing margin for AppLovin as market share grows(40:40 ) Unity's potential comeback strategy with Vector(45:10 ) The challenge for any network to compete with AppLovin(48:40 ) The "must use" nature of AppLovin for ad-monetized games(52:00 ) The risks of having 70-80% of UA budget on AppLovin(54:30 ) Potential industry alternatives to AppLovin(57:00 ) Discussion of emerging competitors like Moloco and Integral(1:01:30 ) The possible path forward for Unity to compete(1:05:40 ) Predictions for the future of mobile UA in two years(1:10:00 ) Speculation about AppLovin's TikTok acquisition bid(1:14:20 ) Wrap-up and conclusionSUBSCRIBE TO GAMEMAKERS:- Newsletter: https://gamemakers.substack.com/😃 —CONNECT WITH JK! — • INSTAGRAM → @jokim1• TWITTER → @jokim1• LINKEDIN → https://www.linkedin.com/in/jokim/