TWIG #245 Kress Returns to Question Netflix, Blizzard, Subscriptions and Venture Capitalists
Deconstructor of Fun
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Roblox's Performance and Growth Strategy
The speakers discuss the recent drop in Roblox shares, analyze the company's financials, and explore its growth strategy. They highlight Roblox's increase in daily users and monthly payers, as well as its focus on driving growth through brands. Additionally, they mention brands buying ads on the platform and Roblox's advertising policy towards minors.
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