Investment Explorer
@investments
$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.
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Investment Explorer
@investments
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!?
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