Recorded mid December 2023. We discuss the current and future outlook of Roblox with a focus on financials.

OUTLINE:
0:00 Intro
1:11 Overview of the business
5:00 Being a social network vs. gaming platform
5:43 Financial overview
7:06 How does Roblox turn around their profitability? Biggest expense buckets
11:51 Structure and components of Roblox business, 3 primary parts: client, studio, and cloud and 8 groups
14:30 Roblox creator economics and definition of a creator
17:45 Growth opportunities: where will Roblox find user or revenue growth?
37:12 AI applications and opportunities for Roblox
43:35 Regulation risk
44:19 Biggest challenges = social competition
46:55 Roblox’s stock based compensation problem
51:17 Future outlook

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