Discussion

• Roblox Roblox on x

  Roblox Raises $150M in Series G Financing, Led by Andreessen Horowitz

• @tocelot Jon Lai on x

  And here's our a16z blog post from my partners @DavidGeorge83 and @pmarca on how Roblox fits into our games thesis (hint - the metaverse!) https://a16z.com/...

• @chrisfralic Chris Fralic on x

  “Roblox is profitable on a cash-flow basis, and is expected to generate $1 Billion in bookings this year.” Now valued at about $4 billion after closing a new funding round led by venture-capital giant Andreessen Horowitz. https://www.wsj.com/...

• @sjeneris @sjeneris on x

  Roblox dominates tweens & early teens gaming life stages Mar 2018: 50M MAUs, cash-flow positive Aug 2019: 100M MAUs, surpasses Minecraft Feb 2020: 115M MAUs, profitable on cash-flow basis Dec 2017 chart 👇 *doesn't include mobile data*, where mobile is 50%+ of Roblox usage https:/…

• @jonrussell Jon Russell on x

  The irony of VCs moving so slowly is that by the time they invest and double-down on the latest kids app sensation, it might be on its way to getting stale—or at least facing new challenges. That's exactly where Roblox is headed, although their numbers right now may belie that.

• @excellion Samson Mow on x

  VCs seem to love game companies only when the valuations are in the billions. It seems to be challenging for them to value companies in the game industry at earlier stages. #TheFOMO https://twitter.com/...

• @jonrussell Jon Russell on x

  Roblox was a little known and much underestimated kids gaming power—but now VCs love it and value it at $4B But there's a huge question over whether it can retain its appeal to kids as they get older. My 11yo grew out of it & 9yo is moving that way too https://techcrunch.com/...

• @greylockvc Greylock Partners on x

  Congrats to the @InsideRoblox team on their Series G! @GreylockVC's @davidsze spoke w/ @saraheneedleman on @Roblox's potential: “Given the social dynamics and engagement we're seeing, there's a possibility where it becomes the largest social experience in the world.” https://twit…

• @cyberjournalist @cyberjournalist on x

  Roblox is now valued at more than $4 billion after @a16z invests $150M. “We think there is a real chance for Roblox to become the metaverse,” says @DavidGeorge83, referring to the shared virtual world described in @readyplayerone https://www.wsj.com/...

• @benfritz Ben Fritz on x

  Such a cliche but I could make a lot of $$ if I were an investor and put money behind every new thing I see my son spending time on. https://www.wsj.com/...

• @saraheneedleman Sarah E. Needleman on x

  In­vestors in Roblox Corp. say it has the po­ten­tial to be­come one of the world's most pop­u­lar on­line hang­outs. https://www.wsj.com/...

• @nongaap Mike on x

  Roblox plans to “stay private until we ultimately go public”. “Roblox is profitable on a cash-flow basis and is expected to generate $1 billion in bookings this year.” If you can raise 9-figures in this market, go public. Don't get cute about windows. https://www.wsj.com/...