Dave Lee on Youtube did a good video about Roblox.
@CathieDWood love your investments. Curious what you see in roblox? Seems like not a very moaty business but maybe I’m missing something. Genuinely curious. Good luck to you and your team!
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Imagine if someone built Minecraft today but with all the gaming business model innovation of the past decade: cross-platform/device, in-app purchasing, pay to win, CS Go crate like casino games, social, addictive dark patterns, etc.
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Roblox has an incredible flywheel effect. New games constantly coming out that allows them to have a higher retention rate than almost anyone in the video game business
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