ACQ2 by Acquired

Roblox IPO Preview (with Mario Gabriele from The Generalist)

Feb 12, 2021

01:27:10

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Episode notes

Roblocks

02:24

Is This an Expense That Scales?

03:07

Branding Isn't That Powerful

02:04

Introduction

2min

Is This a Platform for Games?

2min

The Slash Club - The History and the Facts

3min

Interactive Physics

3min

Second Life for Kids

3min

Row Blocks

2min

Is Row Blocks a Game Development Platform?

3min

Roblocks and the Economy

2min

How Much Do You Get for a One Off Bulk Purchase?

2min

10.

The Working Capital Problem in Roeblocks?

2min

11.

Roblocks

2min

12.

Mario, What's the Top Game Developer?

2min

13.

Video Games Are Just for a Certain Audience

3min

14.

Tensen and the Chinese Gaming Industry

4min

15.

Is Rowblock Yor Co a Game in Company?

2min

16.

Minecraft

4min

17.

Investing in a Company That Is Not the Traditional Silican Valley

3min

18.

Roblocks Obligation to You as a User Doesn't End Once You Spend Your Roebucks

3min

19.

Is This a Pandemic?

2min

20.

Is This an Expense That Scales?

3min

21.

Row Blocks

2min

22.

How to Get a Three Plus X on a Stock?

3min

23.

What's the Rabbit Hole?

2min

24.

Row Blocks

2min

25.

Is Vr the Future of Gaming?

2min

26.

Do Bag Op

2min

27.

Do They Need More Developers?

3min

28.

Social Networks Are Insanely Valuable

2min

29.

The Seven Powers

2min

30.

Using Lea on a Row Block, Is It a Good Idea?

2min

31.

Branding Isn't That Powerful

2min

32.

The Definition of a Cornered Resource

2min

33.

Is Row Blocks a Cornered Resource?

4min

34.

I'm Not Going to Watch at Em to Be Very Curious.

3min

It's a kids game, it's a social network, it's... potentially the hottest IPO of 2021? We team up with Mario Gabriele from The Generalist + S-1 Club to break down Roblox's business and its prospects as a public company.

Sponsors:

Vanta

Links

Mario & friends' definitive S-1 Club analysis of Roblox's prospectus: https://www.readthegeneralist.com/briefing/roblox-ipo
Mario on Twitter: https://twitter.com/mariodgabriele
Acquired: https://www.acquired.fm

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ACQ2 by Acquired

Roblox IPO Preview (with Mario Gabriele from The Generalist)

Roblocks

Is This an Expense That Scales?

Branding Isn't That Powerful

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

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Discover
highlights