NEW ESSAY: Roblox is Already the Biggest Game In The World. Why Can't It Make a Profit (And How Can It)? With 380MM MAUs, Roblox counts more players than the entire AAA gaming ecosystem, has 2x the engagement of Disney+, and rivals many social networks in size. But Roblox has yet to profit. Can it ever build a P&L that compares to its operating scale?

NEW INTERVIEW: Why Disney+ Has Succeeded While Other Netflix Rivals Struggle: I joined NY Mag and Joe Adalian for a longform retrospective on Disney+ after 5 years (and my "Disney-as-a-Service" essay after 8) for the season finale of Vox's hit podcast series "Land of the Giants: The Disney Dilemma." Loved this one.

LAST WEEK’S ESSAY: 9 Takeaways from the Vision Pro After 6 Months. Apple’s biggest bet in 17 years released on February 2. Before giving any detailed thoughts on the device, I spent a few months using it and watching how other users and devs did (or didn’t). Here are my “nine thoughts after six months” on Apple’s own expectations and spend, what the Vision Pro has and hasn’t achieved, fair and unfair evaluations, and more.