The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Coogan: Roblox Captured 67% of Non-China Gaming Spend Growth
“67% of global non-China spending growth in the gaming industry last year went to Roblox.”
John Coogan Feb 19, 2026 ▶ 8:55 The SaaSpocalypse Is Over
Assertion Supported
Hays: Roblox Quarterly Engagement Equals Steam, PlayStation, and Fortnite Combined
“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.”
Jordi Hays Feb 21, 2026 ▶ 15:31 Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
Assertion Supported
Coogan: Roblox Monetization Per Minute Is 5x Lower Than TikTok
“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”
John Coogan Feb 19, 2026 ▶ 9:06 The SaaSpocalypse Is Over
Assertion Supported
Baszucki: Roblox now sees about 150 million daily active users
“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”
Dave Baszucki Nov 7, 2025 ▶ 0:57 How AI Will Change Gaming Forever | Roblox CEO Dave Baszucki Live on TBPN
Assertion Supported
Baszucki: Roblox bookings and DAUs are up 70% year-over-year
“Our year-on-year bookings is growing 70%, and our year-on-year DAUs are growing 70%.”
Dave Baszucki Nov 7, 2025 ▶ 1:31 How AI Will Change Gaming Forever | Roblox CEO Dave Baszucki Live on TBPN
Prediction Held up
Baszucki: Roblox will pay well over $1B to its creators in 2025
“Well over a billion dollars will flow back to Roblox creators this year.”
Dave Baszucki Nov 7, 2025 ▶ 8:53 How AI Will Change Gaming Forever | Roblox CEO Dave Baszucki Live on TBPN
Assertion Supported
Baszucki: Seven Roblox titles hit 10M DAU in Q3, five newly launched
“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.”
Dave Baszucki Nov 7, 2025 ▶ 13:50 How AI Will Change Gaming Forever | Roblox CEO Dave Baszucki Live on TBPN
Assertion Contradicted
Jordy: Roblox stock dropped 30% following usage decline and short-seller report
“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.”
Jordy (Geordie) Feb 10, 2025 ▶ 15:29 The BEST Super Bowl Commercial (Saquon Barkley)
Assertion Partly supported
Baszucki: Roblox experience Grow a Garden hit 25 million concurrent players
“In August, Grow a Garden, one of the more recent big games on Roblox, hit twenty-five million concurrence.”
Dave Baszucki Nov 7, 2025 ▶ 2:56 How AI Will Change Gaming Forever | Roblox CEO Dave Baszucki Live on TBPN
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