Roblox

4 statements across 3 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Mar 15, 2022 by Brad Gerstner · said 13 times in 6 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (4), Mitch Lasky (3), Blake Robbins (2), David Senra (1), Brinton Johns (1), Brad Gerstner (1), Ben Gilbert (1)

tap a year for its mentions
00418220212022202320242025episodesmentions
01220212022202320242025episodes it came up in
00214220212022202320242025episodesmentions per episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 7 mentions in 2 episodes 4 per episode
2022 3 mentions in 1 episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Roblox, oldest first

Mar 15, 2022
Disclosure
Gerstner: Altimeter anchored Roblox direct list, Confluent IPO, and Grab SPAC
“Last year we participated, we anchored direct lists like Roblox, we anchored IPOs like Confluent, we anchored our own IPO like Grab by way of SPAC.”
Brad Gerstner Mar 15, 2022 ▶ 1:22:48 Altimeter (with Brad Gerstner) · Acquired
Apr 26, 2023 neutral
Assertion Supported
Lasky: Roblox extracts a massive 60% aggregate gross tax on its developers
“I think the last time I calculated the total tax, the gross tax was somewhere close to 60%. It was like 57%.”
Mitch Lasky Apr 26, 2023 ▶ 1:33:15 Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
Apr 26, 2023 bullish
Prediction Not checkable as stated
Robbins: UGC platforms like Roblox will capture the most value from AI assets
“Maybe like a working theory that I have is the UGC platforms like the Fortnite creatives or the core or the Roblox's of the world might actually be the ones that accrue the most value in this AI asset generation time where, you know, if you can spin up these t…”
Blake Robbins Apr 26, 2023 ▶ 2:07:38 Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
Mar 18, 2024 positive
Assertion Partly supported
Rosenthal: First Round Capital's first institutional fund achieved a 50x return
“The first institutional fund that first round ended up raising was a 50 X on a hundred and twenty five million dollar fund. It had Roblox, Uber, and Square.”
David Rosenthal Mar 18, 2024 ▶ 56:41 Renaissance Technologies (Audio) · Acquired
Made with StarZero

Turn any episode into a week of clips.

This entire site, nearly 80 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.