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Jan 29
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WATCH
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"Alex is a Teal Fellowship recipient who founded Voldex... backed by A16Z... GameFam is another VC backed studio... raised a $25 million series A." Smart money (Thiel/A16Z) is moving downstream. They are not just buying RBLX stock; they are capitalizing the *production layer* on top of it. This signals a maturing ecosystem where "games" become "companies." While these are private, this trend suggests potential M&A targets for larger public media companies (Disney, Warner Bros) looking to buy established Roblox presence rather than build it. WATCH. Monitor for public media companies acquiring Roblox studios, which would validate the ecosystem further. Platform risk—if Roblox changes the algorithm or payout structure, these studios' valuations collapse. |
Thread Guy
I Exposed The $50B Industry Behind Roblox..
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