The Immediacy of Roblox

Emily Horgon: There's definitely a few people doing interesting things in the Roblox space rolling up developers, rolling up IP. The companies that have some scale, even though in the eyes of strategic buyers, they might be subscaled today. I think your assessment of Roblox being YouTube 10 years ago is a pretty good model to think about it. We should do another episode just talking about Roblox and what we think is going to happen," she says.