Excellent article on how Roblox fits into the larger creation of the metaverse.

Vertical isolation generally called "monoverse" rather than "microverse" by the community, but it's a great reflection on what's great and what's missing.https://t.co/qWKu0jMjKj

— Avaer Kazmer (@webmixedreality) March 9, 2021

Roblox is forecasting 2021 growth of 56% - 64%.

That's going to require lots more RPU because user growth only expected to go up 6%-12%.

And Roblox says the amount of time people will spend on the app will be roughly flat.

— Ari Levy (@levynews) March 10, 2021

For a long time, public markets wanted to see USER GROWTH GROWTH GROWTH out of newly-public internet companies.

How will they feel about revenue growth but without a ton of new users?

— Ari Levy (@levynews) March 10, 2021

“More than 1,250 developers earned at least $10,000 in the digital currency Robux, which can be converted to cash. Over 300 earned $100,000 or more.” https://t.co/xNCq864jGa

— Josh Lipton (@CNBCJosh) March 9, 2021

Roblox opened for trading @ 132p ET, $64.50 per share, valuing $RBLX @ $35.5 billion...intraday high so far $73.25, low $60.50.

Reference price was $45.https://t.co/Tn1NNuKtZq

(via @levynews @jbursz @CNBCtech @cnbc)

— Dominic Chu (@TheDomino) March 10, 2021

@firstround's investments in Roblox, Square and Uber were in the same fund, but their journeys looked very different. Roblox was more of a slow bake—and a reminder of the importance of patience in company building.

My partner @joshk made this slide, which captures it well: pic.twitter.com/E0mV59sBqZ

— Chris Fralic (@chrisfralic) March 10, 2021

In-game advertising is already part of the brick-and-mortar of @Roblox ... nascent, but enormous opportunity for brands to reach children and teens in engaged environment if they are smart and respectful about it ...@megancgraham https://t.co/Z2xlY4lYqj

— Dave Morgan (@davemorgannyc) March 10, 2021

Roblox's huge surge over the past year demonstrates how the pandemic has led to a financial bonanza in the gaming industry, which has seen a frenzy of acquisitions and startups getting funded at a record rate. https://t.co/YUTie9lgcN

— Kellen Browning (@Kellen_Browning) March 10, 2021

These 20-year old Roblox developers making ~$50,000 a month

Roblox paid out almost $330 mln last year to game creators

How much will it the company be worth tomorrow? https://t.co/0541yGTObq

— Ari Levy (@levynews) March 9, 2021

Huge shout-out to David for doing the right thing for his employees and shareholders by choosing to protect @Roblox from the free give-always from the broken IPO process. Let ‘em be “30x oversubscribed” on someone else’s business. https://t.co/Bk11YbB9KO

— Bill Gurley (@bgurley) March 10, 2021

As noted in today's newsletter:

More than 7% of Roblox is held by friends/family of CEO Dave Baszucki, most of whom he met as a kid in Minnesota (and who then helped seed the co), Including someone whose lawn he used to cut.

— Dan Primack (@danprimack) March 10, 2021

Roblox, the massive online gaming platform popular among children, has just opened for trading ($RBLX) at $64.5 per share, valuing the company at $41.9 billion (!!!!) -- up from $4 billion just over a year ago. https://t.co/YUTie9lgcN

— Kellen Browning (@Kellen_Browning) March 10, 2021

Roblox reference price is $45 (likely not where it will open).

BUT, at that price ($29.5 bln valuation), it would be valued at 20x 2021 revenue.

Unity is valued at 27x 2021 revenue.

Roblox is bigger AND growing much faster.

BUT Roblox's post-pandemic business is a BIG ??

— Ari Levy (@levynews) March 10, 2021

The Roblox Microverse

Roblox is something new and interesting that abstracts away the platforms underneath it.https://t.co/mIm0arYfnS

— Stratechery (@stratechery) March 9, 2021

In 2004, we founded @Roblox with the vision of connecting the world. Today, as we celebrate our direct listing on the @NYSE, we recognize the potential ahead of us: to build the platform where billions of people come together to learn, work, and play. #RobloxIPO

— David Baszucki (@DavidBaszucki) March 10, 2021

This is pretty niche but it's a fantastic read. A lot going on but think it lays out some really interesting ideas to take to the future of social/community products and games https://t.co/sC1bl9tEMl

— Roberto Kusabbi (@RKTweets) March 9, 2021

Roblox goes public at $42.2 billion valuation in direct listing https://t.co/XsmXkjp73Z by @deantak

— GamesBeat (@GamesBeat) March 10, 2021

????

Roblox goes public at $41.9 billion valuation in direct listing https://t.co/dvDBTqHYRM via @VentureBeat

— Asha Easton (@AshaMarie18) March 10, 2021

More than 1,000 employees are winners today, as stock is at $69 a share. $RBLX Roblox goes public at $41.9 billion valuation in direct listing https://t.co/gftF9N78NJ

— Dean Takahashi (@deantak) March 10, 2021

Pretty strong opening, above $70 a share now. Roblox goes public at $42.2 billion valuation in direct listing https://t.co/gftF9N78NJ

— Dean Takahashi (@deantak) March 10, 2021

Roblox, the massive online gaming platform popular among children, has just opened for trading ($RBLX) at $64.5 per share, valuing the company at $41.9 billion (!!!!) -- up from $4 billion just over a year ago. https://t.co/YUTie9lgcN

— Kellen Browning (@Kellen_Browning) March 10, 2021

.@MyDroplets got a cute little feature in @nytimes article announcing the $RBLX stock ? https://t.co/GU02pA6kjH#Roblox pic.twitter.com/IiGzpWduuj

— Anne Shoemaker (@TheMyzta) March 10, 2021

Roblox goes public at $41.9 billion valuation in direct listing https://t.co/9Z5uMTtIsE

— GamesBeat (@GamesBeat) March 11, 2021

Roblox stock closed at $45 billion value in its first day as a public company. https://t.co/gftF9N78NJ via @VentureBeat

— Dean Takahashi (@deantak) March 11, 2021

드디어 로블록스가 뉴욕 증시에 직상장했고 첫날 종가 기준 시가총액 452억 달러

여기 연매출이 아직 10억 달러가 안되고 적자가 나는 곳인데. (분기별로 매출이 급상승하고 있긴하지만 매 분기 적자 중)https://t.co/AUFhw5Qcn7

— Designing Narrative Presence (@ilnaezza) March 10, 2021

“The game industry’s swimming in cash,” said Joost van Dreunen, a New York University professor who studies the business of video games. “It’s just raining money on these people, on these companies.”https://t.co/UuNFso4uuf

— Gametube ?? (@GametubeI) March 11, 2021