Roblox beat its own guidance, and the stock still dropped 18%.This week we dig into Roblox’s Q3, where bookings came in above a number that had already been cut, DAUs fell 9% and AI spend keeps climbing with no revenue to show for it yet. Then we break down the viral TikTok series that decompiles admon games, including the Block Blast logic that deals players an unwinnable hand when a high-value rewarded ad is ready. We also cover Anthropic steering Claude Code away from recreating existing games, what that means for fast followers, and why it may not change much. We finish with more Xbox departures, the Elder Scrolls VI name reveal and Ubisoft’s interest in Arkane Lyon.Topics Covered:• Roblox Q3 earnings and the Grow a Garden comp problem• DAUs and hours down while AI costs go up• Block Blast decompiled and its “lethal hand” logic• Why difficulty management and rewarded ads are tied together• Anthropic blocks Claude Code from recreating existing games• Fast following keeps getting cheaper• Forza co-creator Dan Greenawalt leaves Microsoft• A former Xbox exec responds to rumors about her exit• Elder Scrolls VI gets a name• Ubisoft reportedly bidding for Arkane LyonCHAPTERS: 00:00 Opening09:42 Roblox Revenue20:17 Admon Decompiling31:44 Anthropic AI Coding39:23 Xbox46:17 Elder Scrolls VI
