LEVERAGE AGENTIC AI

“Our developer creator earned about a billion and a half on the platform, and it goes pretty deep. Like top thousand devs are averaging 1.3 million, like real people making a living. So it goes way beyond the walls of this building. When we launched Robux and the ability for creators to make a living, we knew within six or eight hours that this was going to take off.”

“Roblox has primarily grown virally. Viral means word of mouth, sharing links. I was just at GDC last night and I was talking to some representatives from one of the big four short form video platforms. They said a third of the gaming content on their platform is Roblox content. By having users and influencers share interesting things, that does create a lot of viral pull on the platform.”

“I literally try more and more to treat being CEO as a craft. It’s a craft that requires fitness and mental health and a whole structure around it. We work on metabolic health and research around how diet affects all kinds of things like bipolar, schizophrenia, and how clearly we think. I have a phlebotomist come to my house once a month to watch metabolic markers.”

“Agentic loops running overnight, iteration and all the stories we hear about... we see that same thing is going to happen to the much more complex thing of building a video game. Building a game is super complicated because it's got art, it's got what is interesting for people, what is fun, and it’s hard to define. It’s a big mix of 3D assets and code and 3D experiences.”

“The most underrated aspect of Roblox is how much deep tech and theories around economics and theories around systems sit underneath it. Behind that very spontaneous 'let's just go play something together' there's a lot of deep tech. There's a lot of also systems theory, like we've had to design an economy. We've had to design thoughtful search and discovery. We've had to design thoughtful systems.”

“The external goal is 10 percent of global gaming. Global gaming is about 200 billion dollar market. We did 6.8 billion in bookings last year, 10 percent would be like 20 billion. That'd be a reasonable first step at where we would like to go. But really, I would say the global gaming market is emblematic of really a new way of people to communicate.”

“There's a cloud aspect to it. We run on our own cloud. It's super efficient, super cost effective. We have 40 plus data centers all around the world. We have hundreds of thousands of servers, you know, at peak times when Roblox is hitting 20 or 30 or even more million people. That's a lot of compute complexity.”

“We think of that as a functional thing, or like in the real world, we're used to things that we can interact with. From the very first day we started building Roblox, for some reason we were really into having all of the objects in the world be functional. When the car would fall, like a wheel would fall off the car, it would do what you would expect it to do.”