David Baszucki

speaker

410 appearances 2 recordings 1 series first heard Nov 2025 last heard 16 Jul

David Baszucki’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

TBPN · TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black · 16 Jul 2026 podcast

Even the descriptions of experiences, the thumbnails that creators make, all of that is starting to become AI and dynamically generated.

I would also say as our discovery tool moments more and more starts to become front and center in the product, that's a much more...

advertising format a lot of young people are used to um also our our on-platform advertising business which is creators in addition to using our recommendation algorithm boosting by buying advertising on our home page is going very well and then as you mentioned we're seeing continued growth in both brand integration as well as uh video advertising as well um sorry

I know three surfaces right now.

We're doing early experiments with Android TV, which is exactly the same Roblox client.

Many experiences on Roblox that are not super high Twitch related are super interesting there.

I think there's a huge opportunity to be on all TV platforms.

Of course, we really respect Nintendo and Switch.

Continuing to talk with them, we do think Roblox should be on that device.

And then as we start to see all this collection of AR glasses and VR headsets starting to pop out...

You know, we're going to see more and more maturation of what is kind of the standardized AR form factor, which is heads up display overlaid on glasses, ultimately projection.

That's a real interesting platform for 3D communication as well.

So we're tracking that.

And of course, we're big fans of MetaQuest and Roblox is live there.

And a lot of people play in VR right now.

I think there's a huge AR glasses opportunity once we get speaker, microphone, camera, projection, lightweight all working together.

Everyone's dancing around the edge of it.

Arguably, the Google Glass from 10 years ago, I feel, was on the right track.

What's the lightest wearable everyday option?

So I feel we may be in an AR winter.

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