Do they have the capital to do that, though? My impression is that the Unity software is a quagmire of tech debt. and that napkin math on trying to fix those is

Do they have the capital to do that, though? My impression is that the Unity software is a quagmire of tech debt. and that napkin math on trying to fix those issues, then wait for sentiment to change, then grow, then capture value from the growth - doesn't pan out. Their stock is trading down 50% from IPO. I can't imagine investors are very supportive of burning a ton on technically complex, long-term initiatives?