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"One view of the future is that Roblox grows and eats gaming... a centralized platform with a single gatekeeper that commoditizes all content, takes more than 70% of revenue, and has 450 million users" Tim Sweeney had strong words for Roblox and what he wants for the future of gaming💀

30,101 görüntüleme • 28 gün önce •via X (Twitter)

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BREAKING: Inside the Multi-Billion Dollar Digital Economy Powering Roblox Co-Founder & CEO David Baszucki 2025 Stats: • $1.5B paid to creators • Top 1,000 creators: $1.3M avg • $6.8B bookings (+55% YoY) • $4.9B revenue (+36% YoY) • ~150M daily users • 35B hours engaged (Q4) • 40+ data centers • Hundreds of thousands of servers • ~500 AI models “I think the most underrated aspect of Roblox is arguably how much deep tech & theories around economics & theories around systems sit underneath it.” While Roblox (NYSE: $RBLX) does not employ creators, their research estimates that between 2017-2024, Roblox contributed approximately 22,000 full-time job equivalents (FTEs) and $1.62 billion in GDP to the U.S. economy. In the same eight-year period, it is estimated that Roblox creators contributed $416 million in tax revenue. In just 2024 alone, Roblox generated a total GDP impact of $445 million, up 29% from 2023. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) David Baszucki, Co-Founder & CEO at Roblox (01:21) Flaming Hot Cheetos? (03:53) The 10% global gaming ambition (05:40) The early vision that built Roblox (07:45) Vision vs metrics (09:08) The most underrated part of Roblox (10:55) Why Roblox data matters for AI (12:55) The future of AI-powered games (16:27) AI won’t replace creators (20:46) Virtual concerts & the future of AR/VR (22:28) What “4D gaming” actually means (24:29) Staying relevant across generations (27:00) The viral engine (27:58) Lessons on human behavior (30:51) AI, jobs, & the future of work (34:00) The culture playbook (37:03) Mindset & performance (38:06) Health, diet, sleep, ketosis & biohacking (46:05) Craziest Roblox moments (47:45) What’s next for Roblox

Molly O’Shea

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David Friedberg: “Gaming is the future of entertainment, and the future of gaming is AI.” @jason: “Friedberg, what are your thoughts on the gaming industry versus social media versus traditional media?” david friedberg: “One way to answer that question is to think about how people spend their time.” “Do you spend more minutes on social media, or on traditional media, or playing games? And how is that trending?” “But importantly, which of those will accrue more benefit, and as a result, drive more hours spent from AI?” “One way to think about this thesis is that AI is going to ultimately accrue to video game entertainment far more than social media entertainment or traditional content.” “If you believe in AI, and you believe in the improvements in productivity, generally speaking, people in the industrialized world will generally have more free time on their hands and be able to support themselves with the deflationary effects of AI over time.” “So if there's more time on people's hands, the general market for entertainment is growing, and if the general market for entertainment is growing, gaming is the future of entertainment, and the future of gaming is AI.” “Because I think you can create dynamic, more engaging experiences that will benefit from a back and forth sort of relationship than you can with traditional content or with social media.” “If you're a noob in Fortnite, like you're an early player in Fortnite, you're mostly playing against AI, because what they do is they tune the AI to be easier to beat so that you can slowly develop your skills.” “What was happening early was they were seeing a high degree of churn in Fortnite because kids would go on and play for the first time and they'd get paired up with kids that were better than them, and so they would never win, and they would get frustrated and they would quit the game and stop.” “So the churn rate was high. So AI unlocked higher engagement and higher retention, and I think we're seeing that in a lot of different gaming platforms now.” “So AI can be used, for example, to maximally increase time, engagement, satisfaction, happiness.”

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