a16z's Alex Danco and Moses Sternstein on how Roblox is unlocking AI game development:
"We're seeing this explosion of app development with AI, but in a lot of the cases, the apps don't really have any users. They seem to be, creating a lot of vibecoding stuff, but to what end?"
"But a big outlier here for this has been gaming, and the standout within the outlier has been Roblox."
"Across the board people are clearly using the various AI game development tools across the ecosystem."
"Maybe it's just, again, another indication that it's very early. You saw a year of people vibecoding stuff and without much effect, but maybe people are getting better at it, or maybe the tools are getting better at it."
AI game development is exploding on Roblox:
- An growing share of top games were launched in the last 90 days
- Roblox MCP daily users are exploding
- An increasing fraction of game development time is spent using AI
- Asset uploads are shooting up
In other words, people are using AI to make games, and other people are actually playing them.
More charts: