Roblox

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#1
A UGC games platform. Over the years, we have seen how sticky, scalable and the long runway that Youtube's UGC model has.

I think the most interesting thing is how this captures the attention and mindshare of young children, and subsequently if Roblox is able to "age up" together with these children, the possibilities are aplenty!

Deep Dive: Roblox (RBLX US)

Many former Roblox employees believe the company is on the right track in its aging up initiatives. Specifically, they spoke highly of the capability of the Roblox game engine to build more sophisticated experiences:

“The dirty little secret of Roblox that no one knows or really talks about is just how advanced its game engine really is”
– Former Senior Manager, Developer Content Strategy (Stream by AlphaSense)

“You can also make really complex ones where you can almost make an entire AAA game in the Roblox suite if you really wanted to…I would say that they have most of their ducks in a row to be able to pull it off…It’s going to be a matter of time”
– Former Moderation Manager

“Even the time I spent there, there was a lot of focus and investment, and still is, in building the gaming engine for more sophisticated experiences. You referred to the blockiness. There’s a lot of focus on reducing the dependence on that blocky aesthetic. There’s a lot of investment in that area. It’s clearly paying off”
– Former Senior Director of Engineering

https://valuepunks.substack.com/p/deep-d...ox-rblx-us
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#2
YouTube search interest of "Blox Fruits" (One Piece-inspired game on Roblox) now exceeds Genshin Impact.

[Image: goGzMrZ.png]

Daily concurrent active users on Blox Fruits and Genshin Impact also similar (400 to 600k).

Sources:
https://activeplayer.io/genshin-impact/
https://romonitorstats.com/experience/2753915549/

Note that Blox Fruits (2019) is an older game than Genshin Impact (2020), and is just one of many games on Roblox.

(vested)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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#3
No position but sharing this in case it is useful to someone

https://adragonhoard.blogspot.com/2023/0...-bear.html
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