Dave Baszucki: prediction

Transcript context

…Let’s say the token costs for what you’re doing would fall by 10 times or even 100 times, which is not crazy over time because they’ve already fallen so much. What will you be able to do that you cannot economically do now? We’re right in the middle. For, I think, all of our listeners right now who are curious what our token costs, the exciting place where people are talking about token costs right now is in software development. A listener could think of a token cost as how much money I’m spending every day on Codex or Claude Code or Cursor, or you name it, to help me write my software. There’s a lot of debate right now on the ratio between the cost of people and the cost of tokens. Some companies are probably spending, for every $100 on their people, $1 on tokens. Other companies may be spending $50 in tokens for every $100 of people. The most far-reaching people who are looking out there say, “Oh, they might spend more.” I agree with you. Token costs are going to keep coming down and down and down, which means for software, more AI power to help build software. In the gaming space, we have shared that games are more complicated than software. Games have code. They have 3D objects. They have avatars. They have what are called NPCs, which are fake players with brains. They have scenery. They have missions and quests. What we’ve embarked on is to do for gaming what’s happening in the coding space right now. Now, because games are very complicated and they have 3D objects and code and all of these things, when AI spins up and starts generating all of these things, you could imagine it using a lot of tokens, maybe. The more tokens fall in price, and the more efficient AI gets, one can imagine all Roblox creators being able to iterate more quickly to build higher-quality content and to possibly start even testing their experiences in ways they’ve never tested before. With infinite tokens, I could see a future where creators build an iteration of their experience and do a million hours of testing with simulated players in five minutes, get those results, iterate on their game, do another million hours and iterate on their game, and then take it live and learn more quickly. I think overall, lower token costs equals more iteration, higher quality, more creativity for the Roblox creators. What percentage of your games now do you feel are beautiful?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.