Roblox
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 29, 2025 by Mason Morfit · said 8 times in 5 episodes since 2022 · across every show →
Mentions by year
brought up most by Mason Morfit (3), Josh Wolfe (2), Stephen McKeon (1), Arjun Sethi (1), Ali Hamed (1)
tap a year for its mentions
2025 3 mentions in 1 episode
2022 5 mentions in 4 episodes 1 per episode
- Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
- every mention in 2022, scene by scene →
Everything said about Roblox, oldest first
Sep 29, 2025 bullish
Morfit: ValueAct bought Roblox anticipating the shift to user-generated multiplayer gaming
“A little esoteric, but it relates to a few years later, we built a big position in Roblox because we understood the direction of travel of the video game industry was to massive multiplayer user generated communications and social dynamics into it.”