Brief update on Unity post-John Riccitielo's retirement announcement and we cover Applovin (APP) and discuss the company's future outlook.

0:00 Intro
1:30 Unity update - Concerns until clarity on new CEO, debate on Whitehurst focus
8:30 Debate on alternatives to Unity
13:10 Impact of Unity on Applovin
15:55 Applovin acquisition of Unity is not viable
17:23 Overview of Applovin business
20:53 Historical context of Applovin’s business
23:45 Applovin financial overview
29:55 Outlook for Applovin: It all depends on fingerprinting
33:35 Denial by Applovin of impact from privacy and operating within the boundaries of Apple’s guidelines
42:30 Applovin future outlook

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