Roblox

“I think the issue with Hindenburg is this seems like a business that's way more impactful if you're doing One report every two years and just taking these like massive, very concentrated position. Whereas like this almost feels like a stretch.”

“Roblox, which that, that what's that research Hindenburg research had done a takedown on, they reported a drop in, in sort of usage and like, 30% of the stock got wiped out.”

“And the idea that, you know, it's gonna be a Roblox. I don't see that as interesting. I mean, Roblox is a great company. You know, maybe Roblox is the aggregator for vibe coded games, but I think it's really not the big prize is like, you want to build a trill…”

“You've got Roblox, you've got Minecraft, they're awesome tools, you've got tremendous communities there of creators, but there is a ceiling on how good the rendering can be in those platforms, which I know, and it's also, you have to be a certain level of crea…”

“We we've done something really right, I think, from the start, and there's a real temptation to do nonlinear functions, accelerators. If a dev gets really big, should we pay them, you know, more per hour, per minute, per robot than others? We've really stayed …”

“We believe Roblox will get to 10% of all gaming running on the platform.”

“We are building out our GPU fleet. As well, we already, as I said, have 400 models running, and we'll do that in the exact same thing we do with our core and edge data centers, run the majority of the time on our own bare metal, complement it with burst at pea…”

“Every day, about a hundred and fifty million people now come to Roblox, and they play, they communicate, they hang out, not in games made by Roblox, but literally in experiences made by a huge Creator community”

“We're at about three percent right now.”

“In August, Grow a Garden, one of the more recent big games on Roblox, hit twenty-five million concurrence.”

“I think where this goes is there are quote games on Roblox that have individual creators within them that may actually make money being a creator within an environment made by someone on Roblox, that's a really good long-term, you know, essentially dual layer …”

“Our year-on-year bookings is growing 70%, and our year-on-year DAUs are growing 70%.”

“It's really serious. We have a lot of PhDs. We have great econ brains.”

“We are starting, and very shortly, we're going to offer what we call inexperienced It's four D generation, which is it literally the ability to make a game that you or I are playing in and we can prompt and ask for some type of vehicle, for example, or some ty…”

“Behind the scenes, over the last four to five years, we've built out a real substantial offering of models we've built ourselves. We have over 400 models, teams that are building everything from cutting edge voice and tech safety models, teams that are buildin…”

“I think vibe coding is maybe an intermediate step to what we would call real time, three D or four dimensional dreaming with other players, which is literally you and I are walking around an environment talking or doing things. And as we're chatting over there…”

“Well over a billion dollars will flow back to Roblox creators this year.”

“It's why I believe in the last year we had seven experiences hitting ten million daily active users at some point in Q three. And I believe five of them were new in the last 12 months.”

“Definitely competitive in the long term. In the medium term, like, super good for prototyping and communication, and this is a key flow to, okay, you have an idea, and you don't just wanna You know, generate a basic image of the game that you're trying to buil…”

“I think Roblox and Fortnite will prove that they have real network effects. And it's going to still make sense to create new games within these existing ecosystems.”

“67% of global non-China spending growth in the gaming industry last year went to Roblox.”

“Their monetization on a per minute basis is, I think, like five times lower than other platforms, like if you comp it to TikTok or Instagram”

“Roblox had a hundred and fifty million daily users in Q three of 2025. Its quarterly engagement is now equal to Steam, PlayStation, and Fortnite combined.”

“The metaverse was actually just Roblox this whole time. Not Fortnite, not VR.”

“In terms of the digital marketplace, and they are already doing it to a certain extent. I mean, like, all kinds of Roblox digital items are bought and sold, but and I've actually bought them for my kids, and there's so much fraud on the platform. Like, we're b…”