The Ledger, every show

“On this point in particular, you know, on TV, publicly on earnings call, we completely disavow the whole allegation. And the interesting thing is investors can look at the ratio of the time on Roblox to the hours on Roblox to the bookings on On Roblox, that th…”

“And right now where we're at is it's very, very, very infrequent that anyone on our platform runs into intentionally bad content.”

“But getting to the point where you or I make a beautiful thing, share it with our family, play it just by talking about it, I think is going to come true as well.”

“We believe we're gonna get to photoreal.”

“Like I believe we will end up with the best AI tech for text, for voice, maybe for video, doing a wide range of safety things, either monitoring for critical harms, Flagging, adjusting, all of that.”

“The thing we've said is we believe that money flowing to creators is going to increase, not decrease”

“Well, I think people typically think like I went to Stanford. That's where all the top talent is. We have found that not necessarily to be true. And we have found community college, you know, the small Midwestern engineering school, like, because we're assessi…”

“Imagining those being driven by AI physics and aesthetics, I think, you know, we're all going to be designing our own homes. Absolutely.”

“It's interesting that Hindenburg is no longer in business.”

“Okay, I'm making the super Dungeons and Dragons thing, but as it watches you play, and maybe we know your history, you're, you'll be playing a three-D experience that Snow has ever seen before.”

“I think that's probably more where it's gonna go, probably. Than just goggles and stuff like that.”

“Someday older people are going to go to church on the platform. Older people are going to work together on the platform. Older people are going to do other things.”

“Like all of Roblox runs for less than a penny an hour. For every person around the world.”

“And I would say the good news is that vision may actually return, because I do think over time with AI acceleration, And all of the things we're working on, just like maybe in the very early days of video or YouTube was mostly consumptive. There was a little b…”

“Our developer creator earned about a billion and a half on the platform, and it goes pretty deep, like top thousand devs are averaging 1.3 million, like real people making a live on living.”

“Users are going to be more and more designing in game, designing clothing, designing their own worlds by talking about it, not by using three D tools.”

“I think we will have the ability for people if they so choose to have a doppelganger NPC that could like be their agentic proxy, go out and do some stuff for them if they want it to, which will be interesting.”

“I think they're going to start to work. I think it's going to be AR before VR.”

“It's part of what our Family Foundation researches is going into ketosis for bipolar and schizophrenia, and we're finding more and more People who tend to have these medical issues. This can be like a partial treatment for them.”

“I think as a technology for multiplayer, four D simulation gets better and more photo realistic. It's almost going to be like video is the down sampling. And it's like, if we were having this for the immersive communication, we'd say go to legacy analog mode a…”

“So, but I do think the role will be more leveraged and the quality coming out of five people will be astounding, you know, but we'll come to expect that quality. So quality will go up.”

“And I think that the way we would see the ultimate architectures of these platforms is Probably for a while, not an all in one thing. We would probably see some hyper efficient thousand person synchronization state engine.”

“We have seen in the Roblox creator community, I think a healthy sign that creator number 1000 and what is their average yearly revenue is going up faster than creator number one. So that's a bit of a healthy long tail.”

“We believe 10% of the world's gaming market can run on Roblox. That's our target.”

“That the more we can run inference jobs on these, we can run super high volume inference at high quality at low cost and make this, you know, just freely available so the creators don't worry about it.”

“How would we take the five billion hours of human opted in data, what we're saying, how we're moving, where we go together, how we work in a three D environment.”

“We'll talk to other co-pilots using like natural English, I think will be the universal interface of co-pilots.”

“Universally, all of the gaming industry people we would talk to, whoa, whoa, whoa, do not ship that. Like, you need a full avatar, you know, you need a meshed avatar. It's got to be high res. Your objects need to look better. So we got that universally. I woul…”

“Well, you can look at where we're tracking on our bookings, and I think if you divide our bookings by two hundred billion, we're in the three to four percent.”

“It's interesting to think that many, many Eight through twelve-year-olds, their first exposure to money is Robux.”

“So I do think there's going to be a future world Where we have all the aspects of the multiplayer gaming interesting, but it feels like that. And I think that's going to be pretty mind blowing. It's going to be a little bit like going from black and white to c…”

“If we raised a secondary round, we might put some padding in there, but we actually never dipped below that initial ten million.”

“Age check. We made the call on our own. It's not because of laws or anything like that”

“Thirteen billion plus a month.”

“Devex is well over a billion bucks a year, you know, that's the amount.”

“Second Life's architecture was contiguous earth kind of thing, which had some issues around scaling, because in a contiguous earth type situation, which is just the way the real world makes, there's only one copy of that roller coaster, and when 30 people want…”

“One of the things that Roblox Creators like is we share all of the signals of what's boosting something. It's almost as if we were YouTube or TikTok or real saying, here's all the factors that, you know, bring you up here.”

“We are, you know, at 6.8 billion in bookings, we're literally under four percent of the global gaming market.”

“Probably they're always identified. Like if you and I are in a virtual space, It probably makes sense. We just always say that's an NPC, like have any kind of environment where we would allow NPCs to impersonate people. So I think that's a principle you'll see…”

“Young people now expect video to load every two seconds. Most gaming architectures are not designed to do that, but I think we could imagine that will be the expectation of young people.”

“I was just at GDC, the Game Developers Conference last night. I was talking to some representatives from one of the big four short form video platforms, and they said a third of the gaming content on their platform is Roblox content.”

“We, our employees get CGMs, for example, so they can watch their blood sugar, kind of monitor that,”

“The technology for this, I think we're going to start unraveling it over the next five to 10 years is what's the most efficient way To synchronize the state of 10,000 people.”

“The top Roblox creators now are well into the tens and tens and thirties plus million a year. Like it's really serious stuff.”

“I think there's a class of technology problems that don't involve Things like faster than light travel or hacking human biology that we can imagine with more compute and better algorithms are naturally going to emerge. This is one of those that I believe is ju…”

“I think the same will stay for that Assassin's Creed game you mentioned. Like, there will be a lot of taste and a lot of art, even with AI acceleration.”

“So if you start, if we take a step back and say immersive three D it will with market forces follow the phone system, video communication, SMS, then the influencers are just massive.”

“We for a long time really focused on building our own infrastructure. We have hundreds of thousands of servers, many, many edge data centers, terabits of connectivity that we've traditionally used for three D simulation.”