$Unity Software Inc.(U)$ Everyone I know is hooking up Unity MCP to Claude, and it works flawlessly. On top of that, there's the Unity/Unreal partnership and the Unity $Alphabet(GOOG)$ games partnership. All of these feed straight into the vector ads. I expect usage to really take off. Meanwhile, they were already starting to eat into $AppLovin Corporation(APP)$ , and these moves should only accelerate that shift.
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