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Dave Baszucki

๐Ÿ‘ค Speaker
48 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

And we do have the ability to estimate several times if we need to.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

So in addition to using the camera to do an age check, we have other ways to validate.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

And putting all of these signals together, we believe, is pretty robust, really.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We shared this vision that we believe over 10% of the global gaming market, which is somewhere between a 180 and $200 billion market, is going to be running on Roblox.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

And in the earnings call we just had, we shared this amazing growth, both on bookings and DAUs, in the 70% year-on-year rate.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Long term, we believe this is just the right thing for the platform.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We're unique in that we have all ages.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We have people under 13, over 13.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Our over 13 is growing rapidly.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

This is the right long term vision, and we're really optimistic about continuing our growth.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We can't estimate that exactly.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

What I can say is that the facial age estimation tech we're going to use is pretty reasonable and pretty accurate.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I've tried it.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Some of my kids have tried it.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We've tried it within our staff meeting.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

So I think we're going to find out we're reasonably close.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

But over time, we will get a better signal on everyone's age.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We have shared a couple things.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We don't target under 18 already on the platform, but there's an enormous number of older users joining the platform.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We shared in our earnings call, I believe in Q4, we're literally, or in Q3, running at over 10 billion hours a month of engagement per