David Baszucki, Roblox

“This is why you keep saying that it's a it's like a little secret that Roblox is actually an infrastructure company? That's right. Okay. You have not yet figured out how to create the technology to go with to do what we are describing, what you want to do. Correct? And that's what you're doing every day? I would say part of the job being interesting and fun is I think we have a reasonable idea of how we're gonna get there.”

“And in line with kind of system thinking, we think of our company as the system. And the company, Roblox is really running almost as if it's nine separate companies. They are all very well connected. We all get together once a week and connect all these companies together. There is a three d cloud simulation and toolset company running within Roblox.”

“And what is a perpetual motion machine? It's something that can keep going, get better and better. That's what kind of the the notion of building a cloud three d UGC system. We keep building that system. Creators are gonna make more and more amazing content. We can keep tuning the system, and we'll get kind of that perpetual motion machine.”

“And, we we have a saying in the company, like, per performance is a growth feature. And, we put an enormous amount of work on raw performance features, scale features, those kind of things. That takes a lot of hubris. So What's a raw performance feature? We watch, how long it takes on a wide range of devices when someone clicks, I wanna play that experience, to the time till they're interacting.”

“I think it's, in a way, owning our destiny, in a way. So I would say building data centers is... data center cost performance control. Yes. What other areas of the business are you like that with? Our game engine, for example. We said we we always imagine we need a multiplayer three d engine that does 10% of everything really well.”

“At about a year in, I had a bit of a it's almost like a vision where I was saying, woah. You can't be logical on this. You have to be intuitive and go back to some of the roots of Knowledge Revolution, which is all about fun and about play and about building something very innovative. So instead of this logical track, me and some several people actually from Knowledge Revolution said we're gonna do this very unorthodox thing and build this wacky new product.”

“The curve is even flattening more. The growth rate in bookings per year for creator number a thousand, ranked by how much they're making, they are growing faster than creator number one. Wait. Say it again. The curve is flattening, wider, use around the world, more opportunity for vertical content, more opportunity for some content for older people. So that is a a flattening of the curve, which bodes well for Creator a Thousand.”

“And I think we, more and more, you know, we're starting to say, look, we know what the gold standard for safety is. We're building it. We're pretty far along. We're actually starting now to see other companies say, oh, maybe we should do it. Roblox has done we're seeing more and more governments say we like where you're going with this. Like, this is really cool.”