Roblox CEO David Baszucki responds to questions from Alex Kantrowitz regarding a short-seller report published by Hindenburg Research.
Assertion Not checkable as stated
Baszucki completely disavows Hindenburg Research's allegations of inflated Roblox user metrics
“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…”
Prediction Not checkable as stated
Baszucki predicts people will universally use AI to design their own homes
“Imagining those being driven by AI physics and aesthetics, I think, you know, we're all going to be designing our own homes. Absolutely.”
Disclosure
Roblox will open-source a 3D foundational AI model in Q1 2025
“We're using that data to create not an LLM, but a three D foundational model within our AI team. And we're, we've said publicly, we're going to release the first version of it this quarter, and we're going to release it in several forms. We're going to release…”
Prediction Open · timeframe Mar 2030
Baszucki says Roblox aims to capture 10% of the global gaming market
“We believe 10% of the world's gaming market can run on Roblox. That's our target.”
Prediction Not checkable as stated
Baszucki: Real-time 3D world generation will naturally emerge with more compute
“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…”
Prediction Not checkable as stated
Baszucki: Human artistic taste will remain essential in top-tier game design
“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.”