The podcast discusses Tesla and Apple's adoption of 3D printing, Unity's new runtime fee causing dissatisfaction among developers, the role of game engines in the gaming industry and their importance in advertising, and the misconceptions surrounding EV charging and the potential of batteries in creating a decentralized grid system.
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Quick takeaways
Apple and Tesla are considering using 3D printing for end-use parts in consumer products, highlighting the technology's potential for cost reduction and faster design-to-production timeframes.
The controversy surrounding Unity's new runtime fee emphasizes the importance of clear communication and understanding between game engine providers and developers in the ongoing growth of the gaming industry.
Deep dives
3D Printing Making Waves in Apple and Tesla
The podcast discusses the potential impact of 3D printing on major companies like Apple and Tesla. 3D printing is commonly used for prototyping, but its application in end-use parts for high-volume consumer products could be a game-changer. Apple and Tesla are reportedly considering using 3D printing techniques, such as binder jetting, which involves using a binding agent to stick together metal or sand particles and then baking them to finalize the part. Tesla is using binder jetting with sand molds, which can be significantly cheaper than metal alternatives. Apple, on the other hand, is exploring metal binder jetting for the production of watch cases. The use of 3D printing in consumer products highlights the technology's potential for cost reduction and faster design-to-production timeframes.
Unity's Runtime Fee Upsets Game Developers
The podcast delves into the controversy surrounding Unity's announcement of a new runtime fee for game developers. Unity, a popular game engine service, announced the implementation of this fee, which upset many developers, particularly those in the indie game development community. The fee was perceived as a surprise, and the lack of prior communication from Unity worsened the situation. However, Unity has acknowledged the concerns raised and has expressed a willingness to reassess the pricing scheme. They are considering a pricing structure similar to Epic Games, which involves taking a percentage of revenue after a certain threshold, potentially reaching an agreement that aligns better with developers' expectations. This incident highlights the importance of clear communication and understanding between game engine providers and developers in the ongoing growth of the gaming industry.
Electric Vehicle Charging and the Grid's Resilience
The podcast addresses concerns about the ability of the electric grid to handle the increased demand for EV charging. While some argue that the grid may not be able to cope, the podcast highlights the rapid evolution of the grid and the potential for distributed and resilient energy systems. The current grid, which experiences peak demand during certain hours, can accommodate EV charging during off-peak periods when demand is lower. Moreover, the ongoing transition to cleaner energy sources like solar and wind is reducing reliance on traditional grid infrastructure. The podcast also mentions the emergence of virtual power plants and residential battery packs, which contribute to grid stability and enhance the overall resilience of the energy system. Overall, the podcast emphasizes that the concerns about EV charging overpowering the grid may be unfounded, given the ongoing innovations and transformations in the energy sector.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Director of Investment Analysis
& Institutional Strategies Tasha Keeney. Together they discuss updates on Tesla and Apple’s adoption of 3D Printing, Unity and Electric Vehicle Charging.
Key Points From This Episode:
Intro
Tesla 3D Printing
Unity
EV Charging
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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