logo
episode-header-image
Feb 2021
1h 25m

Roblox IPO Preview (with Mario Gabriele ...

Ben Gilbert And David Rosenthal
About this episode

It's a kids game, it's a social network, it's... potentially the hottest IPO of 2021? We team up with Mario Gabriele from The Generalist + S-1 Club to break down Roblox's business and its prospects as a public company.

Sponsors:

Links


Up next
Dec 2025
The Insane Productivity of Andrew Ross Sorkin
Andrew Ross Sorkin does the work of about five people. He founded and writes the DealBook newsletter for the New York Times. He hosts Squawk Box on CNBC every morning at 6am. He runs the DealBook Summit, which has become the premier annual interview event across business, policy, ... Show More
1h 14m
Sep 2025
How to Live in Everyone Else's Future (with Shopify CEO Tobi Lütke)
Tobi is one of the most thoughtful people in the technology industry. He's also one of the very few people who started as a programmer -- just trying to solve his own problem -- and still runs his company as CEO today even as it approaches a $200B market cap. Tobi has done this i ... Show More
1h 47m
Aug 2025
How is AI Different Than Other Technology Waves? (With Bret Taylor and Clay Bavor)
Is AI just better software? Or something completely different that requires a new paradigm to understand? Today we sit down with Bret Taylor and Clay Bavor, two of the best product builders in the world to tackle that question. Bret and Clay are the co-founders of the AI company ... Show More
1h 13m
Recommended Episodes
Dec 2020
Tech: Road Blocks for ROBLOX?
Today we talk about a company that might make it a little easier to get your kids interested in investing -- Roblox! The company is behind an immersive world and game development platform that's wildly popular with kids under 13. We talk about the company that has built itself ar ... Show More
34m 45s
Apr 2021
Francisco Olivera from Arevilo Capital on Roblox $RBLX
Francisco Olivera, founder of Arevilo Capital, discusses his newest investment in Roblox (RBLX). He covers his vision for the company, why he thinks it's more of a platform than a single game, and how he thinks the company will evolve over time. Chapters 0:00 Intro 1:15 Robl ... Show More
1h 7m
Mar 2021
Brad Gerstner on Roblox & the Market
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to talk about the highly anticipated Roblox Direct Listing, as well as Big Tech, and where the market goes from here. Plus, the Investment Committee discuss where they are putting their mon ... Show More
49m 46s
Feb 2022
Roblox Revisited (RBLX) | Not So Deep Dive
Roblox develops and operates an online entertainment platform. The company offers its users access to a 3D world and the Roblox Studio where users can create and publish 3D experiences. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospec ... Show More
56m 50s
Mar 2025
Business Daily meets: Roblox CEO Dave Baszucki
The international gaming giant has more than 80 million daily users, and is hugely popular with children.It was started by Dave Baszucki and Erik Cassel, and Dave Baszucki is now CEO.In his first ever BBC interview, he tells us about developing the game, the struggle to monetize ... Show More
17m 25s
May 2024
Roblox Hits Roadblock
Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash. (00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox. Then, (16:30) Nick Sciple takes a look at the legal pot business, ... Show More
32m 4s
Apr 2019
Roblox leads cloud gaming revolution
Roblox, a California-based online gaming startup - valued at $2.4bn in a fundraising round last year - has taken the US by storm and is now eyeing Europe’s thriving market. Malcolm Moore discusses the rise of cloud gaming with Aliya Ram and Tim Bradshaw.Contributors: Suzanne Blum ... Show More
11m 15s
Sep 2023
Can’t Touch This
How do you measure things like brand and people? (00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration w ... Show More
33m 23s
Apr 2018
David Baszucki (Roblox) - When the Platform is Your Product
Tech entrepreneur David Baszucki explains how Roblox is essentially the YouTube for online games, a platform that derives immense value entirely from the millions of content creators and players who come together to build and be immersed in virtual worlds for fun. He discusses ho ... Show More
54m 6s