PodcastMobile SignalOctober 20, 2026
Unity's Vector Is Working. Now the Runtime Data Test. Felix Thé, Chief AI Officer at Unity
Unity's Vector ad business hit a $1B run rate on model improvements alone — runtime/engine data, its long-promised differentiator, is only now being activated.
- Vector scale: Per the host, Unity's AI ad product Vector passed a $1B run rate last quarter on 23% sequential growth; the publisher says the ad business has grown six straight quarters.
- Day 28 ROAS launch: Over a quarter of customers adopted the new Day 28 ROAS metric in Q2, per the host, per the host, extending the prediction horizon beyond Day 7; Felix Thé calls it one of the hardest recent modeling wins.
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