The Ledger
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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…”
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.”
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…”