Really enjoyed talking today w/ @worstideas7 and @7AustinL about upcoming IPOs, $DIS, and $FSLY.

But what I'm already hearing a lot about is Roblox's IPO, the popular gaming/social network platform with kids/teens. Relevant discussion starts at 11:30.
And if you're interested, highly recommend following @juliey4. Good part of my research last night was combing through her old posts for insights and bothering her on DMs!
It's so popular w/ kids under the age of 18 w/ both boys and girls, something that might not be terribly important if you're just building a game, but if you're building something more social becomes very important.
It sees 3B hours (!) of game play each month and has had >5M users on at a time.
With >2M developers, end result is a lot of creative games! Some of these games sound mundane, but that's where social element kicks in. A lot of these games are just ways to hang out in creative virtual environments.

Great thread from @molleindustria https://twitter.com/molleindustria/status/1283755485401960450
Any user can make games on Roblox Studios using programming language Lua. As mentioned about 2M users have done this or about 2% of its total users. Roblox paid out $100M to developers in 2019. There's a cottage industry developing within Roblox!

From above Guardian piece:
Another great description and list of popular games on the platform:

"Roblox isn’t simply another Massively Multiplayer Online (MMO) title, it’s a platform that lets its users 'create adventures, play games, roleplay, and learn with friends.'"

From https://www.pcgamesn.com/best-roblox-games
On the show, @worstideas7 asked about the protections Roblox offers the children users on its platform. Roblox takes this stuff seriously, offering customizable parental controls, automated clothing control, chat filters, and a robust reporting feature. https://corp.roblox.com/parents/ 
About that Lil Nas X concert on (in?) Roblox
Quick summary from our friends @roundhill
You can follow @Matt_Cochrane7.
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