Nice write-up on Roblox & how it mirrors rise of no/low-code ecosystem

- Game-creation platform w/ 170M MAUs
- Engagement: 3B hours in Aug'20 or 18 monthly hours/MAU
- 60M games created; top 50 games = ~60% of rev

https://digitalnative.substack.com/p/roblox-airtable-and-the-building

Good interview w/ Roblox CEO Dave Baszucki

Great ambitious 5-yr Roblox predictions:
- A developer going to earn $50M/year
- 50M+ will learn to code on it
- Reach to physical world (US president will have avatar+ movies will launch in Roblox)

Nice thread on Roblox $RBLX:

- Decentralization of content creation > Fortnite & MInecraft
- Monetization growth > engagement growth
- 20% DAU/MAU lower than social networks
- 13+ audience Y/Y faster than 13- audience; will ride tech improvements https://twitter.com/pinchedforgrowf/status/1329705982922878976?s=20

Roblox's attractive biz qualities summarized on one slide

- Scale
- UGC is resilient: virality grows TAM. When a game's popularity wanes, others fill void. New user stays on platform & maybe develop
- Marketplace margins
- Long re-investment runway
$RBLX https://twitter.com/_ram_/status/1337564960604508160?s=20

Roblox becomes an incremental + efficient channel for brands

- New audience (kids)
- New sales (virtual gadgets) at high ROI (no real estate required). $RBLX takes 30% cut
- New marketing avenue to promote physical goods

https://www.wsj.com/articles/9-year-old-youtube-star-ryan-kaji-opens-virtual-world-on-roblox-11607079600?mod=searchresults_pos1&page=1

Nice thread on $RBLX from early investor (First Round)

"Roblox was in same fund as Square and Uber. But Roblox was more of a slow bake, a reminder of importance of patience in company building." https://twitter.com/chrisfralic/status/1369664091908960265?s=20