Assessing the "High-Velocity" Discovery Pivot and Revenue Ceilings Post-Grow a Garden
Have you insights into Roblox latest update on age verification? Its a disatser and kills their long-term network effect of social engagement.
Yes this has materially impacted engagement on the platform, DAU decelerated throughout the quarter
It has just started, global AI verification went live a week ago. Its a huge issue in my view, and has to be watched.
Yes! This looks interesting. They launched an age verification system in Nov, 2025, but I didn't realize they made an update.
It looks like its only for chat functions, but not being well received
https://x.com/tickerplus/status/2011937765663949084?s=20
we tweeted about it here, will follow up when there is more data
Have you insights into Roblox latest update on age verification? Its a disatser and kills their long-term network effect of social engagement.
Yes this has materially impacted engagement on the platform, DAU decelerated throughout the quarter
It has just started, global AI verification went live a week ago. Its a huge issue in my view, and has to be watched.
Yes! This looks interesting. They launched an age verification system in Nov, 2025, but I didn't realize they made an update.
It looks like its only for chat functions, but not being well received
https://x.com/tickerplus/status/2011937765663949084?s=20
we tweeted about it here, will follow up when there is more data