The Building Blocks of Tech

"we're not a game; we're a platform for creativity and play. We provide tools and support for people to build what their imagination wants. The only limit is their imagination." — Chris Misner, head of Roblox International

According to insiders, Roblox’s most popular game accounts for only ~10% of revenue. Its top 50 games account for ~50-60% of revenue.

More games attract more users. More users lead to more revenue, which leads to more money paid out to developers. This attracts more developers, which leads to more games, and the flywheel spins faster.

It’s important to clarify that Roblox isn’t a game. It’s a game-creation platform. Roblox has never published a single game; rather, its users create games using Lego-like building blocks in Roblox Studio.

This is incredibly attractive in an industry historically beleaguered by an overreliance on hit games. Roblox’s platform approach means that it’s insulated from fad risk.

About 80% of U.S. kids age 9 to 12 have played Roblox.

Marketplaces: "mitigate complexity in a mature creator platform."

Low code / no code isn’t a new category of startups, but rather a change in how people interact with technology.