As Chris Misner, head of Roblox International, puts it: "We’re not a game; we’re a platform for creativity and play. We provide tools and support for people to build what their imagination wants. The only limit is their imagination.”

Roblox is betting on the creator economy by enabling developers to create games and get paid for doing so. They want their users to create the metaverse, rather than Roblox itself. But what is the metaverse?

According to VC Matthew Ball, "The Metaverse is an expansive network of persistent, real-time rendered 3D worlds and simulations that support continuity of identity, objects, history, payments, and entitlements, and can be experienced synchronously by an effectively unlimited number of users, each with an individual sense of presence."

With this in mind, Roblox is leading the way in providing a place for people to co-create the birth of this metaverse, and they're getting users early. More than two-thirds of U.S. kids aged 9 to 12 play Roblox. And kids spend a lot of time on it with an average of 2.6 hours a day. 43% of Roblox users are 13 and over, and the fastest-growing demographic is those aged 17-24. This is an amazing opportunity for advertisers, and Roblox's recent partnership with Anzu proves exactly that:

"Anzu said that its dynamic in-game ad solution is now available to creators of games and other experiences on the Roblox platform. With this solution, Anzu hopes to open significant new revenue streams for Roblox creators, who often get billions of plays for their games in the Roblox world, which draws more than 43 million daily active players who come to the platform’s immersive user-generated 3D worlds."

This is especially great for creators because they've had to deal with the hefty 75% take rate of Roblox, where 25% goes to App Stores & payment processing, 22% to Roblox platform hosting & investment, and 27% to cover Roblox’s operating costs. This move is in alignment with Roblox's bet on the creator economy, not one against it.

Some more stats:

Lastly, I want to mention the range of Roblox music experiences, from Launch Parties to virtual concerts and now Listening Parties, which are becoming table stakes for artists as they seek to promote new releases and attract new fans.

For all of the above-mentioned reasons, I'm extremely bullish on the future of $RBLX and see it as a great medium to long-term investment!