a16z charts show AI game dev exploding on Roblox: MCP daily users, asset uploads surging since September

a16z · x · 2026-11-10

a16z's Charts of the Week, using Roblox's Q3'26 shareholder letter data, shows AI game development exploding on the platform: a growing share of the Top 1,000 games launched in the last 90 days, Roblox MCP daily users rising nearly vertically since September, an increasing fraction of dev time spent using AI, and asset uploads surging. The takeaway: people are building games with AI and others are actually playing them. The same newsletter notes Apple is the only Mag7 company beating Nasdaq year-to-date.

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