$PSKY

Peter Thiel has said he sold Facebook too early because he assumed growth would get harder past a $100B valuation. He later realized the scaling after $100B was actually the easiest part. The same thing will happen with $RBLX.

Reality

Thanks to our team and community for the strong Q4 that we announced today.

AI bros and Wall Street have lost the plot again.🤦 Following Google Genie 3’s announcement, gaming stocks dipped as investors panicked over a supposed “disruption” of the industry. It’s the same kind of DiSrUpTiOn we saw with web3, blockchain, the metaverse, cloud gaming, and

🚨 Epic Games Store 2025 Stats 🚨 Player spending on third-party PC games hit $400M in 2025. 🔹 +57% year-over-year 🔹 All-time record 🔹 Does NOT include games using their own payment systems Strong signal that third-party games on EGS are scaling. Big confidence boost for

https://t.co/00cq1HpikR

Thread on Genie 3 and mistaken investor expectations among game publishers and tool makers. I'm a big believer in AI and its ability to change the game industry. I'm also a big believer in prompt base games. You can see my predictions on this from several months ago:

Folks. Can I explain something about world models? Seems like today might be a good day for that. Advances in large-scale “world models” — whether developed by partners like Google or others — materially expand the frontier of interactive content creation. These models can

New SaaS position. Added $FIG at $28.91.

Added more $GTLB at $35.87.

My average in $RBLX is $28. Added at $72.24 after the dip tied to age-estimation safety changes. Short-term pain, but net positive for the platform’s long-term health.

Exited $PSKY at the year-end. In a sort of schizophrenic way, either scenario with $WBD deal looks bullish long-term for them. I’ll re-enter once the drama dies down. Rotating into a new position in $GTLB

From @Dypiangco "The next chapter won’t be defined by novelty alone. It will be shaped by discovery systems, monetization frameworks, and how well Roblox supports an ecosystem that now operates at global scale." Looking ahead to 2026. $RBLX https://t.co/CgoY0DJfCD

Congrats to @creepy_jar on the successful Early Access launch of StarRupture $CRJ

Great pod from @jokim1 and some sharp people on AppLovin and why it’s dominating. Must-listen for $U investors. https://t.co/jTkJDZspZj

What a crazy week for Fortnite honestly ❄️ Chapter 1 Season 7 relaunched ⭐️ CourageJD, Carti, and Kim Kardashian skins dropped 🥷 LEGO Fortnite has ninjas 📈 New record of >1M CCU in Steal the Brainrot 🔫 Unique Reload weapons for the first time ever & more on the way!

After returning to the US App Store in May, Fortnite has become the #2 most downloaded US iOS game of 2025. Thanks to everyone who has played it, and thanks to the District Court for opening up iOS to fair competition in payments! More big news shortly.