Roblox may have the most optionality of any business I've looked at.
I realize that's quite a statement.
So why do I think that?
2/ Well, it's a platform for user-generated games. If you think about any UGC platform, once there is a critical mass, content can scale infinitely.
Nearly every day, 8 million developers are creating more and more experiences.
3/ Right now, Roblox looks like silly games of delivering pizza or being a DJ, or taking care of an animal.
But Roblox just provides the tools, and the developers will create things we haven't even dreamed of yet.
4/ What's crazy is that Roblox isn't just individual developers. Serious teams of 20+ people are building stuff just for Roblox.
5/ Management talks about being an educational hub with immersive learning. And now they are partnering with brands to create organic advertising opportunities within an experience.
It will be fun to see where the platform evolves in 10 years.
End/
tl;dr - Never underestimate the power of 8 million people that can make money by creating fun.
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- latest TTD partnership
- 2 blog posts on Bitcoin metrics
- Creator NFTs
- Cloudflare's innovation engine
- Shopify Tegus transcript
- SaaS transitions
- History of entrepreneurship
- Lessons from 2020
Sources below ⬇️
1/
The Trade Desk partnered with Publicis, one of the world’s biggest ad agencies. Epsilon, Publicis’ data platform, will now be interoperable with The Trade Desk’s Unified ID 2.0 thetradedesk.com/us/knowledge-c…
2/ Part 1 and Part 2 of Ark's recent Bitcoin blog posts
The framework for analyzing on-chain metrics is below
Shopee's monthly site visits vs. competition in their main markets
Quick [THREAD] with charts ⬇️
1/ In Malaysia, Lazada is the main competitor. After surpassing Lazada is Q2 2019, Shopee hasn't looked back.
2/ Indonesia is Shopee's biggest market so naturally there is the most competition. Tokopedia is gradually losing share. Lazada went from first to last in the past 4 years.