Ann: Business Update, page-107

Also, there is not going to be a single player that dominates this market, just as there isn't currently only one player dominating search engines, AI LLMs, CAD software or any other digital technology. D-ID, Unith, Synthesia (if they go in the direction of avatars which they probably will once it really takes off), will be sharing a massive pie.
I've previously referenced this report by Spherical insights which is an independent market analyst with no affiliation to any of the providers, (unlike Pitt st for example whose paid content is worthless IMO). Basically the highlights are:

"The Digital Avatar Market Size was valued at USD 7.55 Billion in 2022.
The Market is Growing at a CAGR of 43.7% from 2022 to 2032.
The Global Digital Avatar Market Size is expected to reach USD 283.47 Billion by 2032.
Asia-Pacific is expected to grow higher during the forecast period."
Global Digital Avatar Market Size, Share, Forecast – 2032 (sphericalinsights.com)

That's why Unith is a medium to long term hold for me. The market is not ready for them to be a tech behemoth yet, but it will be in the future. They are building the partnerships, expertise and commercial contacts necessary to put them at the forefront of that market as it grows