Unclear to me what stops Roblox from being a trillion dollar company in the future.
Users are there, monetization is there, the lawsuits will be worked out (as they were for every major social media company before this) and as fidelity improves, the audience will age up.
When I worked at Square Enix we built Core Online, a game builder, back in 2011. We didn't have the lightweight tech that Roblox has and runs everywhere, we were limited to good browsers on good PCs. We had that dream a long time ago, but couldn't pull it off.
These game building platforms are definitely where Tiktok goes. Prompt based instant experiences, AI algorithms providing suggestions, creators able to quickly enable experiences that people play with them together at scale.
Add fidelity realism that's coming from AI rendered textures meshes, animation libraries called on demand and Lua managing repeatability consistency, plus Roblox having the most scaled matchmaking services on the planet, and you have a very strong moat.
As prompting enables even young kids to create a game with a few words, you'll have an explosion of creativity.
Already Roblox games are innovating in game design way faster than AAA- every AAA single player game since Bioshock is basically the same collection of fetch quests bookended by fight scenes, but the speed by which the tycoon genre has been evolving on Roblox (GaG to Steal a Brainrot to Tsunami) moves as fast as Tiktok trends and mints overnight millionaires.
In the 70s through the 90s, if you were a teen or 20-something who wanted to make a game, you were a programmer who distributed your own game. ZZT! Karetaka! Now you can be 15 and making a Roblox game and have access to the entire world instantly.
To support massive, high-fidelity worlds, our engine implements an efficient LOD strategy with a cloud transcoding system that streams meshes and textures, even on lower end mobile devices.
We are expanding this framework to AI upsampling of 3D worlds from prompts. In this preview video below, with a single user prompt, our 3D upsampling technology updates the geometry and texture to transform the classic Roblox game Crossroads into a fantasy world with rich organic detail. 3/4