The thing that we are seeing with Fortnite and Roblox is the shape of whatever is next. That social gaming space [is where] a lot of those primitives are emerging. There are these worlds or rooms or islands that are built by not the publisher and then you're seeing more of a social exploration than a true like, "Hey, I'm moving through level one, l... See more

The virtual-world experience is an interaction point, but it’s tightly integrated to real life. That’s what we’re going to see more with this metaverse generation, if we want to call it that. They are growing up with those experiences. They are the ones who’ll create whatever comes after traditional social media, not the brands.

By dispersing tools to millions, Roblox has made money for independent developers and created a flywheel for its own future growth. Nearly 1 million creators earned Roblox’s in-game currency (“Robux”) with their creations, and over a thousand have made over 10,000 real dollars in the past 12 months. 250 of its creators made over $100,000.