Roblox, every mention

5 scenes · ← back to Roblox

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every year anyone Mason Morfit 3Josh Wolfe 2Stephen McKeon 1Arjun Sethi 1Ali Hamed 1

Verbatim, from the transcripts: the passages where Roblox comes up

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Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) Sep 29, 2025 · 3 mentions

  • ▶ 44:39 Mason Morfit 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… 3 times in the scene

Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02) Jun 16, 2022 · 1 mention

  • ▶ 35:11 Stephen McKeon It's just sort of an evolution of Roblox and Minecraft and all of these gaming ecosystems that we've seen spring up over decades.

Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240) Mar 14, 2022 · 1 mention

Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236) Feb 21, 2022 · 2 mentions

  • ▶ 39:43 Josh Wolfe The metaverse is already existing in the form of Roblox and Fortnite, where multiple people are engaged in a virtual world that doesn't yet exist. 2 times in the scene

Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233) Jan 31, 2022 · 1 mention

  • ▶ 41:16 Ali Hamed So anything that sits in Roblox or Minecraft or Fortnite, we're investing in a company called Infinite Canvas.
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