Yes, this reduces the TAM of companies like Roblox in the near term. Countries should collectively regulate how much big tech can exploit minors. Minors cannot go to casinos, and the underlying gamification techniques for creating addiction are the same. Children are not some demographic to maximize for profits. If they aren't educated and raised correctly, a society collapses in less than 40 years.
If one is a psychopath and needs an analogy rather than "harming childrens' mental development for profit is morally and ethically evil": this is essential the same as setting catch quotas on fisheries, to maximize long term value at the expense of short term profit.