Overview
- Video game stocks slid after last week’s rollout, with Unity down roughly 20–35% at one point, Take‑Two about 8% and Roblox around 13%, before partial rebounds on Monday.
- Unity CEO Matthew Bromberg said world‑model outputs are probabilistic and not suitable on their own for deterministic games, framing them instead as accelerators for early development workflows.
- Project Genie sessions are capped at 60 seconds and 720p/24fps with limited controls and no objectives or NPCs, making it a short exploratory experience rather than a full game.
- Early user demos mimicked well‑known franchises, and Google has begun restricting some third‑party IP outputs as it monitors feedback, according to DeepMind’s Diego Rivas.
- Powered by Genie 3 with Nano Banana Pro and Gemini, the prototype predicts and renders environments in real time from text or image prompts, and access is currently limited to U.S. Google AI Ultra subscribers.