markets and degen trading 👨💻ex-palantir 🎓dropped out
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Joined November 2025
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the $rblx pump on fintwit is gonna go hard
AI game development is exploding on Roblox:
- An growing share of top games were launched in the last 90 days
- Roblox MCP daily users are exploding
- An increasing fraction of game development time is spent using AI
- Asset uploads are shooting up
In other words, people are using AI to make games, and other people are actually playing them.
More charts: a16z.news/p/charts-of-the-we…
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well. we got a post midterm shakeout.
is it time to full port long and afk for 6 months for that 19/19 double digit growth for SPY on midterm years statistic?
or will there be more shakeouts?
at some point $crwv will hit an inflection point where they slow down on capex. likely when compute market is balancing out supply/demand. this would mean more of the OCF can go to FCF. then they need to maintain ~25% operating margin, and durability of unit economics need to be proven.
but the slowdown in top-line growth will already be reflected in the market cap because of how much dilution it took to get there, resulting from investors selling / shorting.
wow. the stock was way cooler 1 year ago than now.
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"AI is fundamentally reshaping the gaming industry, driving a step function change in the pace at which content can be created.
When anyone can create a game, what matters most is scaled distribution, effective discovery, a robust economy, industry-leading safety, and infrastructure to support it all.
Roblox is built on an architecture that combines all of these elements, and AI has accelerated our ambitions."
- $RBLX 3Q26 Earnings Letter
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