Francisco Olivera from Arevilo Capital on Rob...

Amadeus $AMS is down roughly 25% because the market lumped it in with the SaaS names AI is supposed to gut. Team Amadeus, Pershing Square Challenge finalists, argue it's the opposite: a deterministic, mission-critical monopoly that AI makes more valuable, not less. We dig into th ...  Show more

A market that refuses to go down, AI coming for the investor's job, and MicroStrategy quietly becoming the entire preferred-equity market. Andrew's monthly ramble across five things he can't stop thinking about: stretched memory valuations, a hyper-concentrated tape, mental flexi ...  Show more

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

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 stru ...

# ROBLOX Nation Podcast: Top Trending Games, Major Platform Updates & Community Highlights Dive into the latest episode of ROBLOX Nation where host Pixel breaks down everything that matters in the Roblox universe. Discover why Grow a Garden shattered concurrent player records wit ...  Show more

# ROBLOX Nation Podcast: Trending Games, Platform Updates & Community Spotlight Dive into the vibrant world of Roblox with this action-packed episode of ROBLOX Nation podcast! Host Pixel explores the platform's hottest games dominating the charts including Blox Fruits with its an ...  Show more