8legs: Roblox corporation

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Kotaku.com and 1 more

Roblox showcases a real-time, action conditioned world model and 4D generation to enable prompt-driven creation of interactive 3D objects and immersive worlds.
The firm describes a 'real-time dreaming' concept aimed at building fully playable worlds from text or image prompts, intended for simultaneous play by many users.
A disorienting Clair Obscur: Expedition 33 lookalike demo sparked debate about AI realism and the limitations of current tech.
Roblox emphasizes leveraging massive user activity as data to train its world-model AI, highlighting scale as a competitive edge in AI experimentation.
Industry reception is mixed: supporters see Roblox’s potential for AI-assisted game creation, while critics flag early output quality concerns.
Roblox frames AI development as industry-wide momentum, noting that peers like Ubisoft are pursuing player-facing generative AI tools.
Roblox’s Clair Obscur footage renews debate over how closely AI-generated visuals reflect real-time game realism.
Roblox presents the scale of its platform as a catalyst for rapid AI experimentation and potential new workflows for creators.
The reference article accuses Roblox of copying or plagiarizing elements from Clair Obscur in its AI demonstrations, sparking controversy about IP use.
Roblox positions its evolving AI toolkit as a blend of text, image, and video prompts to accelerate immersive world generation.

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Roblox reports Q4 bookings of $2.22 billion, beating analysts' $2.05 billion estimate.
The company posted a fourth-quarter net loss of $316 million, up from $220 million a year earlier.
First-quarter bookings are guided between $1.69 billion and $1.74 billion, above expectations of $1.68 billion.
Roblox saw daily active users rise to 144 million in Q4, up 69% year over year.
Roblox will shift to quarterly guidance after ending annual guidance from 2027 due to intrinsic variability.
Age-check rollout in Australia, New Zealand and the Netherlands is cited as a factor creating engagement headwinds.
Roblox notes 60% of daily users in those markets had age checks by quarter-end, with 45% globally.
Roblox described age data as a strategic asset for tailoring safety and content.
Roblox says its user base is younger than self-reported, highlighting 13-17 year-olds at 38% of daily users.
Roblox emphasizes the strategic upside of its young-user scale for future growth.
Roblox reported 144 million daily active users in Q4, with a 69% year-over-year rise.

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