$RBLX just reported and beat estimates.

Roblox is such an interesting company because it's the closest example of an existing "metaverse" that we have. They have a currency (Robux). They allow people to create games within their ecosystem. They allow people to own items. 

The only missing link is interoperability.

From a financial perspective, revenue continues to grow nicely (up 38% YOY). The main issue is that expenses are growing just as fast or faster in some quarters.

Going forward, AI will exert a massive downward pressure on costs, while the opportunities to grow revenue will explode...so, bullish!?

The biggest opportunity will be enabling commerce.

E-commerce >> Social Commerce >> Metaverse Commerce