$RBLX Roblox Tape Reports
Per Ticker.id: $RBLX Roblox Tape Reports — 6 podcast mentions across 3 podcasts (30 days), latest 2026-08-11 00:05 UTC.
And we determined— we were able to figure out that the leader of the base is a guy named Ronaldo Nazaro, but online he went by Norman Spears and Roman Wolf and other monikers. Um, this guy is a U.S. citizen, uh, born Villanova grad, former Army intel. Trying to think if I missed anything. He contracted with the DOJ somewhere. I don't— first they were saying it was FBI, but I don't think it ended up being the FBI. Uh, and now resides in St. Petersburg, Russia with his Russian family. And he is trying to start— they're trying to make a comeback. We pretty much made them defunct after our case, but they're trying to make a comeback. They've claimed some murders in Ukraine and stuff. But so these flyers start coming and we're getting all the reports. Meanwhile, we have coverage online of whether they're covert employees or whatever, but you're seeing this chatter online and it might be a moniker like TMB. And we're like, who is this guy, man? He is spewing some crazy stuff. Because if you spew too much crazy stuff, like in those groups and on those apps, they're going to start— they're going to say you're glowing. Then that means you're talking fed talk or you're a snitch, or they'll be like, hey man, that's fed talk. In other words, you're going to— you keep talking like that, the feds are going to be in this room kind of thing. Um, but they— a lot of the groups use like Telegram, Wire, uh, WhatsApp, maybe Riot, Threema, 4chan, 8chan, 12chan, Discord, all these things. Now, am I saying that everybody on Discord is doing bad stuff? No, not at all. But do bad people go to Discord to do bad stuff? Absolutely. You know, it's like I tell parents with kids these days, I mean Look, man, if your kid's playing Roblox and Fortnite and Minecraft, awesome. If they're playing those games with a headset on, awesome. But you need to know who they're talking to.
Scott Payne — The Shawn Ryan Show · #331 Scott Payne - FBI Undercover Agent Reveals the Most Disturbing Cases of His Career · 2026-08-17Yeah, we've covered that quite a bit on this show. 764 called. Yeah. All the shit that's going on on Roblox.
Shawn Ryan — The Shawn Ryan Show · #331 Scott Payne - FBI Undercover Agent Reveals the Most Disturbing Cases of His Career · 2026-08-17Uh, I'm— I, I, I don't like walking around on eggshells, living in fear. But don't put blinders on either, you know. I'm not saying be a helicopter parent per se, but like I said earlier, if your kid's on a headset on Roblox and Minecraft, you need to know who they're talking to. There's some great stuff out there. There's a company called Bark. I actually installed it on my girls' phones when they were younger. But man, I don't know how many people they got working for them, but it will flag everything. And they even have their own phones So you got a Bark phone, you give that to your kid and it's got a lot more avenues for you to thwart bad people with nefarious plans coming in. But I remember putting it on my girls' phones and I mean, it would— you can make it as sensitive as you want. If it's suicide talk, sex talk, weapon talk, dope talk, anything, it'll flag it, screenshot it, send it right to you.
Scott Payne — The Shawn Ryan Show · #331 Scott Payne - FBI Undercover Agent Reveals the Most Disturbing Cases of His Career · 2026-08-17Keep me away from the Walmart in Roblox.
Ed Zitron — Better Offline · AI Creativity Doesn't Exist With Chloe Radcliffe and Ed Ongweso Jr. · 2026-08-14A lot of babies were thrown out with the bathwater. The most ridiculous one was, I think, DoorDash, but there were lots of people coming for Spotify and a whole bunch of different platforms that, should be very enduring because their source of strength is a network effect or something like that. So 6 months ago, we identified 6 companies that we wanted to use as case studies for the SaaSpocalypse. It was Google, Meta, your favorite company, Spotify, Shopify, Roblox, and Salesforce as evidence that large-scale software companies—
John Coogan — TBPN · North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN · 2026-08-14It never should have been beat up. Same with, same with Google. And then Spotify and Shopify were the interesting ones. Spotify, of course, there is a world where you're listening to AI music, but there's also a world where you're listening to AI music on Spotify. Same thing for Roblox. Yes, you'll be able to vibe code a game, but having all the Roblox network infrastructure distribution, that, that should be valuable in the, in the future. You know, now you have a long list of unslappable SaaS companies, companies that can't just be immediately spun up and replaced by an AI app. There are AI winners now, and it's a lot of who you'd expect. Cybersecurity is more important than ever. You mentioned CrowdStrike, but Palo Alto Networks is also on a tear. Palo Alto Networks over the past year is up 121%. It's a $320 billion company. CrowdStrike's a $230 billion company, up 107% this year over the past 12 months. Palo Alto CEO bought the dip 5 months later. He must have been reading us because a month after we canceled the SaaSpocalypse, he was like, I think I like this Palo Alto Networks stock. Yeah, no, he of course is the CEO of Palo Alto Networks. So, but he put $10 million of his own money into the company. It's now worth $26 million. Nikesh Arora invested as investors questioned whether AI could disrupt cybersecurity. Palo Alto has reached an all-time high.
John Coogan — TBPN · North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN · 2026-08-14Yeah, and you could just put those tokens towards something else that moves the needle and increases revenue by 5% or 10%. Right? There's so many other ways to move the needle. So a lot of babies were thrown out with the bathwater. The most ridiculous one was, I think, DoorDash. But there were lots of people coming for Spotify and a whole bunch of different platforms that should be very enduring because their source of strength is a network effect or something like that. So 6 months ago, we identified 6 companies that we wanted to use as case studies for the SaaSpocalypse. It was Google. Meta, your favorite company, Spotify, Shopify, Roblox, and Salesforce as evidence that large-scale software— Do you have a minute to talk about Meta?
John Coogan — TBPN · SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole · 2026-08-13It never should have been beat up. Same with, same with Google. And then Spotify and Shopify were the interesting ones. Spotify, of course, there is a world where you're listening to AI music, but there's also a world where you're listening to AI music on Spotify. If you looked at Phoenix Flexin's "Rubbers," the song of the summer in many ways, probably AI-generated. I think it's almost confirmed at this point that it's an AI-generated song. It has hundreds of thousands of downloads on Spotify specifically because that's where he chose to distribute it. Because if he had just left it on the internet somewhere, he's not going to get any royalties from it and he's not going to get any distribution. So that's where the audience is and having being an aggregator is extremely valuable. Ben Thompson was writing about this a bunch at the time. Same thing for Roblox. Yes, you'll be able to vibe code a game, but having all the Roblox network infrastructure distribution, that should be valuable in the future. So, there were a few different things that might make you resistant to the coming age of agentic coding tools, marketplace dynamics, network effects, strong go-to-market organizations. Jordy put it really cleanly after Shopify's last earnings and when Shopify stock popped 20%, he said Shopify isn't a victim of AI. AI is a victim of Shopify. And that really, it really made me think.
John Coogan — TBPN · SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole · 2026-08-13