Jeff Grubb

They acquired UGC companies, user-generated content companies, to help them basically build a platform so people can build stuff inside of Grand Theft Auto. They're making Roblox here. Roblox is a game that's 20 years old. That game came out in 2006. Did it really? Roblox for adults. Yeah, 2006 for Roblox. Wow, I did not know that.

They acquired UGC companies, user-generated content companies, to help them basically build a platform so people can build stuff inside of Grand Theft Auto. They're making Roblox here. Roblox is a game that's 20 years old. That game came out in 2006. Did it really? Roblox for adults. Yeah, 2006 for Roblox. Wow, I did not know that.

I know. Right. But it's been around for forever. And, you know, that was from a time when that was a weird thing. Now it's pretty normally, you know, Grand Theft Auto online one and Grand Theft Auto five been running for more than 10 years now. So the the idea here is let's make sure this has a smooth launch, because if it's catastrophic, that is going to hurt us big time in the long run.

I know. Right. But it's been around for forever. And, you know, that was from a time when that was a weird thing. Now it's pretty normally, you know, Grand Theft Auto online one and Grand Theft Auto five been running for more than 10 years now. So the the idea here is let's make sure this has a smooth launch, because if it's catastrophic, that is going to hurt us big time in the long run.

Obviously, they'll be able to push it, like bring it back. Like it is too big to fail at a certain point, but they don't want to fail. They want to get it right because that is more money in their pockets right away, and they don't have to spend years sort of fixing something when they could have just got it right in the first place.

Obviously, they'll be able to push it, like bring it back. Like it is too big to fail at a certain point, but they don't want to fail. They want to get it right because that is more money in their pockets right away, and they don't have to spend years sort of fixing something when they could have just got it right in the first place.

So I think that's a big motivating factor here beyond what I believe is a pretty honest desire to avoid crunch.

So I think that's a big motivating factor here beyond what I believe is a pretty honest desire to avoid crunch.

No, no. I don't think any sort of delay with this game would really surprise me at any point. It is just so massive. And, you know, it's going to be the most expensive piece of media ever made, right? Like, by the time it's done. Yeah.

No, no. I don't think any sort of delay with this game would really surprise me at any point. It is just so massive. And, you know, it's going to be the most expensive piece of media ever made, right? Like, by the time it's done. Yeah.

And, I mean, at a certain point, you just got to, like, recognize the bet you're making is so massive that you have to, you know, cross all your T's, dot all your I's. And in that case, there are a lot of T's and I's to dot and cross. So it's going to just take... A lot of effort here. And, you know, it is at this point a year from now. And really, they were planning to maybe release it this fall.

And, I mean, at a certain point, you just got to, like, recognize the bet you're making is so massive that you have to, you know, cross all your T's, dot all your I's. And in that case, there are a lot of T's and I's to dot and cross. So it's going to just take... A lot of effort here. And, you know, it is at this point a year from now. And really, they were planning to maybe release it this fall.

So I guess we can call it a six month delay. But of course, internally, the people actually doing the work never believed it was coming out this year. but okay. An extra six months. Let's just call it that for the sake of the conversation. What can they really do? It's just about making sure everything is that they have is good. They're not changing this game.

So I guess we can call it a six month delay. But of course, internally, the people actually doing the work never believed it was coming out this year. but okay. An extra six months. Let's just call it that for the sake of the conversation. What can they really do? It's just about making sure everything is that they have is good. They're not changing this game.

It's just going to be like, let's make it as good as possible. We've heard many times stories of games coming together in the last six months to a year and really finding the fun at that point.

It's just going to be like, let's make it as good as possible. We've heard many times stories of games coming together in the last six months to a year and really finding the fun at that point.

And I'm sure they've got a good idea of what this game should be, but I bet they're like, if we just had that extra time, we really could make this what it needs to be to set us up for the next 10 to 15 years.

And I'm sure they've got a good idea of what this game should be, but I bet they're like, if we just had that extra time, we really could make this what it needs to be to set us up for the next 10 to 15 years.

Yeah, they're trying to make it clear, like, listen, we understand you weren't expecting a delay. So when we give you the delay, let's give you the information that you do want. Here's an exact date so you can plan on us, you know, for the stockholders making that revenue in this window. And, yeah, that's, you know, them definitely throwing a bone while they are giving the bad news.

Yeah, they're trying to make it clear, like, listen, we understand you weren't expecting a delay. So when we give you the delay, let's give you the information that you do want. Here's an exact date so you can plan on us, you know, for the stockholders making that revenue in this window. And, yeah, that's, you know, them definitely throwing a bone while they are giving the bad news.