βThe AI seems confident that it's not going to be able to solve this problem with more compute. So it prompts me with an increased budget. Now it's a hefty number, and that's because it's not just going to recruit AIs. It's going to go out and recruit people. It's going to post a bounty.β
LLMs transform human language into functional software
βThe interesting thing about large language models is that you can transform any thought in any language, any human language, into software. And this, I thought, is how we bring a billion software creators online.β
Prioritize intuition over logical career optimizations
βAt 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.β
βThe 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.β
Build systems that act like perpetual motion machines
βAnd 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.β
Vertical integration ensures control over company destiny
βI 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.β
Roblox is an infrastructure company, not just gaming
βThis 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.β
βAnd, 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.β
Open source models equalize global economic opportunity
βAI is not just a tool, it's a ladder that equalizes opportunity. And that opens up horizons for people that are typically on the sidelines. So I'll leave you with this. Imagine that the American dream, not just in one place, but actually in the cloud.β
βToday we talk about the Fortune 500, and it takes a ton of employees to build a big company like that. But I think in the future, when AI is helping everyone build their dreams, weβre going to be talking about the Fortune 5000000.β
βAnd 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.β
The platform operates as nine separate autonomous groups
βAnd 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.β
AI agents manage complex software development roadmaps
βThe plan editor becomes a plan source. It recursively expands all the different tasks. It goes out and assembles the tools. And these are tools that, as developers, we use every day. There's your code editor, your source control and everything that we're used to.β