alt Hacker NewsHow much of these falls are due to the AI buildout as a whole vs. AI disrupting certain business models?
More agents browsing the web and people relying on AI summaries -> less revenue for Google Search and Reddit
AI drastically reducing the barrier to game dev -> less users on Roblox
Replies
> AI drastically reducing the barrier to game dev -> less users on Roblox
Is that really a thing? AI can make mediocre games for your own amusement, but Roblox is a social experience.
Probably a mix of both. There's a gigantic amount of costs (and debt) piling up for many companies without anything to show for it when it comes to generating revenue.
But for sure a lot of businesses are getting disrupted - Adobe and now Google are good examples. Just that Google has quite a lot of areas where it shouldn't be so bad - Android, Youtube, mail & storage, cloud. And AI lets them reduce headcounts which is a very big cost.
I would think Roblox's user loss is more about age gate friction. [1]
Which is what everyone wanted right?
[1] https://finance.yahoo.com/markets/article/roblox-ceo-cites-c...