The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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…”
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.”
Baszucki claims short-seller Hindenburg Research is no longer in business
“It's interesting that Hindenburg is no longer in business.”
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…”
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.”
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…”
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.”
Roblox will rely on AI to moderate new user-generated AI worlds
“And I think it's our job to be using AI to analyze the output of what their AI built to see, is it policy compliant? And so we take that responsibility. We take the responsibility of making sure you can predict and trust the policy adherence of what is on our …”
Roblox refuses to rely on Apple and Google for user age verification
“We've taken the posture that we can't wait for mobile providers or OS, and we have to be fully capable of doing it on our own, whether it's in age estimation, how we filter all text, how we filter all voice, all of that.”