The Exchanges

Q I think there's a lot of actual concern about, like, is the vision we had for the company in terms of its durability or its value, uh, still as valuable as we thought five years ago? And for Roblox, perhaps because you were You know, pointing at something so far away to begin with, it's like pretty clear, you know, I think we have crisped that up over the years.

A I would say two years ago, we were a little less crisp. We would say we're going for a billion DAUs. That's a good spec with this spec I just mentioned. It's a little harder to operationalize around product management teams and that. So we, we took a step, a stepping stone and said, we want to get to 10% of global gaming content. Um, on the way to that. It's actually a remarkably good step. It's about three hundred million DAUs. It's about twenty billion. It's about three X where we are. It can be forensically torn apart. We can see what part is the USA market. We actually have a higher target for us than 10%. Um, and so that has been very clarifying. I think for a software CEO, Always knowing both three X and 10 X is very helpful, because if you don't know 10 X, then it's hard to sleep at night. If you don't know three X, it's hard to plan forensically how we're going to operationalize that, how quickly we're going to get there.

AI assessment note: “I would say two years ago, we were a little less crisp.”

Q What do you think the role of like a Roblox game designer or any game designer is five, five years out from now? Do you think it's different?

A I think, I think I'm optimistic that typically industrial revolution or whatever revolution I think we've chatted about stuff like this before. There's a thought that there won't be any jobs after this. I think I'm a little bit more optimistic that a new class of things will show up. And I think there's a huge opportunity for more creators. I think, you know, I'm not to the point where I believe, you know, what we call AI slop today is going to take over. Like, I think the human touch is Got a long runway on it. So you could imagine, um, more diversity or quality of experiences, um, supplemented by AI. So, but I do think, um, the role will be more leveraged and the quality coming out of five people will be astounding, you know, but we'll come to expect that quality. So quality will go up. I think, uh, iteration on testing will go up. I think where we see platforms like Roblox going is just as, um, people are starting to spin up agents to develop code. I think people hopefully on the Roblox platform against the Roblox cloud, you'll be able to go away for 24 hours and your agents are going to be like tweaking and testing, spinning up a Roblox experience, sending 20 NPCs into them on various Client emulators. There's an MPC on a phone. There's an MPC here tuning the game. So hopefully you'll feel more power in what you're building.

AI assessment note: “I do think the role will be more leveraged and the quality coming out”

Q I'm also curious. There is, um, a set of research around world models and I'm, I'm sure you've seen that it's just trying to directly generate game experiences with like, there's no physics engine underneath. Like you don't control the mechanisms. It's just video. What's your view on that?

A I think it's like a super exciting, interesting thing to think about. I think, like I said before, I think one thing is going to be the higher the fidelity is memory stored in video latents, or does there need to be another research breakthrough where memory is ultimately stored in some new latent space that's three D or four dimension, but the fidelity is amazing. I think that's really beautiful. And I think that the, the way we would see the ultimate architectures of these platforms is Probably for a while, not an all in one thing. We would probably see some hyper efficient thousand person synchronization state engine. We might also see some of the photorealism not being done server side, but being done in intermediate spaces or client side as well. And we may see multi-step pipelines where there's the raw framework, there's three D up sampling, then there's local two D up sampling. We're actually going, oh my gosh, like people are putting together a bunch of pieces, you know, dedicated NPC capability, dedicated synchronization capability, three D up sampling, two D up sampling and potentially world model stuff, you know, world model, um, you know, you can imagine that being used even in its early state today, rather than maybe a gameplay state where rather than Making a video. You talk about the video while you walk around and you kind of say, put me in a Western world. I wa…

AI assessment note: “I think it's like a super exciting, interesting thing to think about.”

Q What are you seeing from the perspective of AI coding there?

A Yeah, so this is great. So once again, industry standard ways of using a different model with studio. So if you're in cloud code, you can control studio is super exciting. And so a lot of our users have started gluing these things together With the hope, ultimately, you know, they can build stuff from there. Roblox Studio itself is running a native assistant as well, and a native code engine. And I think the pattern for that is Roblox Studio will more and more for code, follow many of those industry best practices, but in parallel needs to have kind of an environmental generation kind of component that's very unique to that. And I think, I think the future of environmental generation is Once again, any prompt you can imagine, text, image, video, possibly walking around in a world model to define a world, having iterate on that, iterate on that to a primitive, three D skeleton. Do I like it? And then iterating on that to a fully functional game. So as that, I think that's our vision is to run those side by side. So first time studio user gets it out of the box. At the same time, we like plug into all of your, Um, AI workflow. I think the final thing is because it's so cloud connected, that thing we talked about earlier, spinning up jobs, spinning up agents, running test plans, kind of keep grinding away, trying something, um, different is like you have all of that cloud capabili…

AI assessment note: “Roblox Studio itself is running a native assistant as well, and a native code engine.”

Q Do you think that same space will exist for both consumer and business applications? Because people also talk about this in the context of your, instead of doing a Zoom, why don't you go into a shared space with someone and meet with that? I think, um, what degree of your life becomes virtual?

A Yeah, we have seen, um, I think on the communication side, people just want more and more fidelity. We can go back to paintings on the wall of a cave. People want more fidelity. We have smoke signals. We have the mail system. We have the Pony Express. We have the telegraph system. We have the phone system. We have the arguably the COVID initiated video. Uh, we also did have the COVID initiated. Three D experience on Roblox actually, and, and we found side by side video. A lot of young people use Roblox as an early test case of how to co-experience. I think as a technology for multiplayer, four D simulation gets better and more photo realistic. It's almost going to be like video is the down sampling. And it's like, if, if we were having this, um, for the immersive communication, we'd say go to legacy analog mode and make it look like zoom basically. And, and we could always do that, but we'd be able to do things we could never do on zoom. You know, you'd say, Hey, let's pop up and go walk around my office. And I want to show you something, come and follow me kind of thing. So I do think the four D simulation as it gets photo realistic will be a super set of video. The, the other thing for business is, um, there's a few things that four D and I use four D because it's not just three D shape, but it's function in a way that will provide that video does not provide is acoustical th…

AI assessment note: “I do think the four D simulation as it gets photo realistic will be a super set”

Q Um, so is that something that's changing for you guys? Is it enabled now? Like how, how should we think about that?

A I think what you, um, the way I would think about it is we're pushing really hard on the physics simulation capability. And at the same time, we have this incredible free market that we can't control on content generation. I, I would say we are just started talking about full acoustic simulation. I just tweeted about it. So actually, you know, approximate, you know, attenuation and all of this kind of things and echoes that's going to start happening on the physics simulator. It's behind the scenes gotten better and better and better. It'll keep getting better. But what we have found, I would say is the diversity of developers are beyond our expectation. And I would say some of the things that have gone viral dress to impress, for example, grow a garden. Are less physical, um, but they have leveraged cloud capabilities, um, that we've built side by side. You know, Grow a Garden was essentially able to build an experience where things keep growing even when you're not there by leveraging a lot of the cloud persistence we provided. Dress to impress was able to do some very interesting things with how they run contests and layer clothing on. So I think we're generally You know, the specification for our product could be we just want to simulate the real world with 10,000 people, and the more we go in that direction, the more we'll just see creators using it in different ways.

AI assessment note: “the way I would think about it is we're pushing really hard on”