Roblox

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Sep 2, 2025 by Howard Morgan · said 7 times in 3 episodes since 2025 · across every show →

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brought up most by Howard Morgan (3), Vish Hari (2), Zain Memon (1), Anand Gandhi (1)

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Everything said about Roblox, oldest first

Sep 2, 2025 bearish
Prediction Not checkable as stated
Morgan: Relying on secondaries will reduce overall VC industry returns
“It's going to cut off the long tail. And if you look at the Ubers and the Roblox's and so on, it's that long tail where you make the giant returns. And so if you keep squashing it down, then the overall industry returns are going to, are, there's no question t…”
Howard Morgan Sep 2, 2025 ▶ 32:38 Howard Morgan on AI, Global Venture Investing & Founder Insights | NVCA Award Recipient Series
Sep 2, 2025 positive
Assertion Not checkable as stated
Morgan: First Round's Roblox Investment Returned 23x to 24x the Fund
“So we did Roblox, and you know, that in the end returned even more than Uber. Like, 23, 24 XCI.”
Howard Morgan Sep 2, 2025 ▶ 14:29 Howard Morgan on AI, Global Venture Investing & Founder Insights | NVCA Award Recipient Series
May 19, 2026 positive
Disclosure
Hari: Ego's December 2024 Roblox AI game reached 1M players in two weeks
“We actually pushed that out on Roblox. I think it was, yeah, it was December, 24. We had all these AI characters in a Roblox game. We just kind of put it out there. People could create AI characters, or they could just kind of hang out, and we had about a mi…”
Vish Hari May 19, 2026 ▶ 28:16 Redefining Digital Consciousness with Vishnu Hari of ego | The Innovators & Investors Podcast
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