Prediction certainty 3/5 debate potential 3/5

Robbins: UGC platforms like Roblox will capture the most value from AI assets

Blake Robbins · Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired · Apr 26, 2023 · at 2:07:38

Benchmark principal Blake Robbins discusses how AI asset generation will impact incumbent game studios versus user-generated content platforms.

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“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 three D assets and you're letting the users go and do that, that should be just a really more obvious way that this evolves than having, you know, your artist push back and be like, hey, don't use my art style.”

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