It hasn’t been a good 24 hours or so for those with investments in the gaming industry. On Thursday, Google announced Project Genie, a tool that will let users use AI to create interactive worlds from a single image or prompt.
This new ability, available to those who pay for Google’s most expensive AI subscription plan, has already sent the gaming market into a downward spiral.
As of writing this story on Friday, a number of the top gaming and tech companies on the public market have seen their share prices drop by as much as 20%. Some of the biggest changes have been:
- Unity down 22.5%
- Roblox down 12.84%
- Take-Two Interactive down 10.56%
- CD Projekt Red down 8.91%
- Nintendo down 4.79%
Based on the response on Wall Street, the feeling seems to be fear about competition and the continuing rise of AI in the gaming industry. Overall, it feels like a case of overreacting as the week comes to a close. Whether things rebound next week remains to be seen, but it’s clear there’s worry about the future of the industry. At least when it comes to those with the money on the market.
What do you make of the falling stock prices on Friday across the gaming industry? Leave your thoughts down in the comments below, and join the discussion in the official Insider Gaming Discord.
For more news, check out the Nintendo Switch 2-specific features coming to WWE 2K26. And for even more Insider Gaming delivered directly to your inbox, sign up for our weekly newsletter.
Mike has been covering the gaming industry since 2012, and has reported on some of the largest events in the industry while also working as an investigative reporter. Outside of…
More from Mike Straw
This looks amazing. Honestly I want to see AI make high quality 2D animation too. But this opens so many doors anything can be made now.
Someone could bring Fusion Fall back with this. Cartoon Network City could be made a playable environment that would be amazing. Anything is possible any remake or new entry can happen and quick no long wait times lower costs too. Any dream game. Love it.