Max Albert @maxvwalbert

Gaming got written off post-COVID while everyone chased AI, but it’s still a ~$200B market and the incumbents are weaker than they’ve been in years. Last cycle gave us Fortnite and Roblox. This cycle will do the same. At gaming multiples vs AI at 50x revenue, it’s one of the best asymmetric bets in consumer right now. Watch.

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Max Albert @maxvwalbert

3 months ago

How was your Tuesday?

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Max Albert @maxvwalbert

3 months ago

@michaelmiraflor My earlier comment was mostly a joke. But I’m glad you tweeted this because yeah, it’s not great.

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Jonathan Baer @jbaerofficial

3 months ago

Closing an enterprise deal with a public company after a 7-month sales cycle

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Max Albert @maxvwalbert

3 months ago

@z_cox2 Yes.

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Max Albert @maxvwalbert

3 months ago

@jtwald IMO: Organic = asymmetric growth Paid = consistency They’re different tools. It’s like comparing a hammer to scissors.

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Max Albert @maxvwalbert

3 months ago

The point of paid marketing isn’t efficiency but certainty

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Max Albert @maxvwalbert

3 months ago

@metapreston Preston’s tweets this week:

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Max Albert @maxvwalbert

3 months ago

Roblox is now going to take a percentage of all in-game brand sponsorships. It’s like if YouTube demanded every creator with a brand deal to pay a percentage for promoting the brand on the platform.

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Max Albert @maxvwalbert

3 months ago

The hot debate at SXSW thus year: Tech bros: “in the age of ai, brand is the only thing that matters” Marketing ppl: “brand is completely fake”

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Max Albert @maxvwalbert

3 months ago

Running ads on OpenAI: $60 CPM $200,000 minimum buy What do yall think? Expensive or cheap?

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Max Albert @maxvwalbert

4 months ago

I lowkey love @im_roy_lee

Roy @im_roy_lee

4 months ago

@ivanburazin how ab u give me more than a few months to lock in, bald head ass

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Max Albert @maxvwalbert

4 months ago

I’m pretty bullish on Roblox long term w/ Blake but if you want to make the counter argument here it is: 1. Roblox takes 76.5% of IAP transactions (ouch). Top creators often find players != profit. 2. Roblox’s engine is simply bad (Luau) 3. There’s other popular UGC worlds out there for F2P indie studios to build on with better engines & margin (e.g. Minecraft, UEFN, ZEPETO) and it’s only going to get MORE competitive (e.g. hoyoverse + GTA 6). 4. Top creators graduate Roblox for another platform & when content goes so does Roblox’s distribution. 5. Right now one big trend that’s happening amongst indie devs is platform diversification: Gamefam, Voldex, Lovespun etc. — top Roblox creators now building on ALL UGC platforms. So friction would not be hard for these creators wind down Roblox if value isn’t there. My POV: I think Roblox will be a strong “forever platform,” but I disagree it’ll have a monopoly.