Gaming market melts down after Google reveals new AI game design tool — Project Genie crashes stocks. (A.K.A . Investors panic because they don't understand what "real" videogames are)
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Roughly an average 10% drop in major gaming stocks, because a plagiarism machine can produce one minute of 720p, 24fps 'gameplay' at an absolutely astounding compute cost.
These people are all fucking idiots.
Therr is no universe where this even makes sense under a 'a games are streamed' paradigm.
This is like 100x to 100,000x the cost in hardware and energy, to produce a minute.
Do these fucking idiots think a game can just be wholly reinstantiated every single minute?
It actually would have made more sense to fine tune an LLM to interface with an API layer for Unity or something, to just... you know, produce an actual game?
Call that the uh, the processed training data/output condensed into a distilled an efficient piece of software, the 'local' model, if these clowns understand nothing but jargon.
I truly cannot comprehend the mind numbing level of stupidity on display here.
If that much investor money can be swayed by this utterly pitiful demonstration, then all these game stocks deserve to go to near 0, because clearly the people in charge (the investors) understand literally nothing about video games.
This is utterly asinine.
What happens if/when all of the plagiarised games start suing Google for IP infringement?
How is everyone involved at every step of this so utterly mentally impaired?
How is everyone involved at every step of this so utterly mentally impaired
Most of the shareholder oligarchs who own our economy are lead poisoned boomers and this is all just their way of competing with each other for the top spots on the forbes richest people list.
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Who cares what makes it if it's fun?
I agree, and lowering the cost of entry to the game development market means more games and better games for all of us.
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I agree, and lowering the cost of entry to the game development market means more games and better games for all of us.
More games? Yes.
Better games? Very unlikely.
There are already 99 slop games for every good game.
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So its a glorified a procedural generator that does not save anything it makes?
What the fuck. Its like saying game devs are being replaced because people see dreams when they sleep.
That's a very good analogy. Yeah, this is stupid. What's even dumber than the concept itself, is freaking out over it and selling stocks. This technology should not intimidate anyone, it's impressive by some limited metrics, but it's not in any way effective at creating a video game.
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If this is widely adopted, I have enough emulators and classic PC games to never buy another game in my life and still be entertained the whole time. Good luck, corpo dipshits.
indie developers will still be making games
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Roughly an average 10% drop in major gaming stocks, because a plagiarism machine can produce one minute of 720p, 24fps 'gameplay' at an absolutely astounding compute cost.
These people are all fucking idiots.
Therr is no universe where this even makes sense under a 'a games are streamed' paradigm.
This is like 100x to 100,000x the cost in hardware and energy, to produce a minute.
Do these fucking idiots think a game can just be wholly reinstantiated every single minute?
It actually would have made more sense to fine tune an LLM to interface with an API layer for Unity or something, to just... you know, produce an actual game?
Call that the uh, the processed training data/output condensed into a distilled an efficient piece of software, the 'local' model, if these clowns understand nothing but jargon.
I truly cannot comprehend the mind numbing level of stupidity on display here.
If that much investor money can be swayed by this utterly pitiful demonstration, then all these game stocks deserve to go to near 0, because clearly the people in charge (the investors) understand literally nothing about video games.
This is utterly asinine.
What happens if/when all of the plagiarised games start suing Google for IP infringement?
How is everyone involved at every step of this so utterly mentally impaired?
Basically you don't understand. Investors sell when they think the companies will fuck shit up. That could be because they think the product is obsolete, or it could be that they think manglement is going to do dumb shit. Take your pick. Remember, it's gambling about the future, not about what's right or reasonable.
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Yesterday, Google announced Project Genie, a new generative AI tool that can apparently create entire games from just prompts. It leverages the Genie 3 and Gemini models to generate a 60-second interactive world rather than a fully playable one. Despite this, many investors were scared out of their wits, imagining this as the future of game development, resulting in a massive stock sell-off that has sent the share prices of various video game companies plummeting.
The firms affected by this include Rockstar owner Take-Two Interactive, developer/distributors like CD Projekt Red and Nintendo, along with even Roblox — that one actually makes sense. Most of the games you find on the platform, including the infamous "Steal a Brainrot," are not too far from AI slop, so it's poetic that the product of a neural network is what hurt its stock.
Unity's share price fell the most at 20%, since it's a popular game engine. Generally speaking, that's how most games operate: they use a software framework, such as Unity or Unreal Engine, which provides basic functionality like physics, rendering, input, and sound. Studios then build their vision on top of these, and some developers even have their own custom in-house solutions, such as Rockstar's RAGE or Guerrilla's Decima.
This stock sell off is not accidental or even just from fear. They are driving it themselves. I have zero doubt in my mind that they are selling off their own investments in those companies that they made through intermediaries to drive it down more. Short selling the stock to help.
These people do not allow the stock market to react to things, they control it whole cloth.
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It's not generating any code. You don't even get a game out of the model, you only get a video of what you played. It's like an AI video generator except you have control over the camera and character.
Wait, didn't someone already make exactly this but only for Minecraft?
Edit: yep, and it's already 2 years old: https://oasis-ai.org/
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If you like holding an empty bag, this is a great strategy.
Ever hear of carrying capital losses forward to offset capital gains?
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Roughly an average 10% drop in major gaming stocks, because a plagiarism machine can produce one minute of 720p, 24fps 'gameplay' at an absolutely astounding compute cost.
These people are all fucking idiots.
Therr is no universe where this even makes sense under a 'a games are streamed' paradigm.
This is like 100x to 100,000x the cost in hardware and energy, to produce a minute.
Do these fucking idiots think a game can just be wholly reinstantiated every single minute?
It actually would have made more sense to fine tune an LLM to interface with an API layer for Unity or something, to just... you know, produce an actual game?
Call that the uh, the processed training data/output condensed into a distilled an efficient piece of software, the 'local' model, if these clowns understand nothing but jargon.
I truly cannot comprehend the mind numbing level of stupidity on display here.
If that much investor money can be swayed by this utterly pitiful demonstration, then all these game stocks deserve to go to near 0, because clearly the people in charge (the investors) understand literally nothing about video games.
This is utterly asinine.
What happens if/when all of the plagiarised games start suing Google for IP infringement?
How is everyone involved at every step of this so utterly mentally impaired?
the more mentally impaired you are the more susceptible you are to chasing gains
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Wish I could upvote your comment more than once. Thank you for the injection of clarity.
This is sadly irrelevant though to the investment world. Opportunities that present potential for market disruption are where money is made and yeah, AI looks like a gas engine rolling out from the Benz workshop when steam engines were the norm. What I do not understand though is scientists and ethical entities outlawed cloning in the early 2000s because of how dangerous it could become if an unknown virus got created whilst trying to clone an animal, yet we're sitting here with our thumbs in our ass having data engineers play god with a technology that could wipe out humankind if found in the wrong hands.
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... That kinda sorta works for companies, not so much for people looking to make some kind of probably leveraged bet.
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is it? stock prices are still quite high
Don't follow me for advice, I know nothing about this stuff other than "line is down - buy, line is high - sell"
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How is everyone involved at every step of this so utterly mentally impaired
Most of the shareholder oligarchs who own our economy are lead poisoned boomers and this is all just their way of competing with each other for the top spots on the forbes richest people list.
... Yeah... yeah.
Yeah that pretty much is the actual answer.
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... That kinda sorta works for companies, not so much for people looking to make some kind of probably leveraged bet.
It works for individuals too. When I sold some shares a couple parcels were at a loss so I was able to offset the gains on other shares.
You do have a limit on how long you can carry the losses forward and they only offset capital gains not regular income tax.
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Yesterday, Google announced Project Genie, a new generative AI tool that can apparently create entire games from just prompts. It leverages the Genie 3 and Gemini models to generate a 60-second interactive world rather than a fully playable one. Despite this, many investors were scared out of their wits, imagining this as the future of game development, resulting in a massive stock sell-off that has sent the share prices of various video game companies plummeting.
The firms affected by this include Rockstar owner Take-Two Interactive, developer/distributors like CD Projekt Red and Nintendo, along with even Roblox — that one actually makes sense. Most of the games you find on the platform, including the infamous "Steal a Brainrot," are not too far from AI slop, so it's poetic that the product of a neural network is what hurt its stock.
Unity's share price fell the most at 20%, since it's a popular game engine. Generally speaking, that's how most games operate: they use a software framework, such as Unity or Unreal Engine, which provides basic functionality like physics, rendering, input, and sound. Studios then build their vision on top of these, and some developers even have their own custom in-house solutions, such as Rockstar's RAGE or Guerrilla's Decima.
Classic GenAI marketing BS :
- show a superficial demo (literally it's JUST the surface of the things you claim you can "generate")
- imply that we are on the "brink" of radical change so we "just" have to wait then the "rest" will be generated
- move on to the next grandiose claim to make sure nobody goes beyond the surface
It's so obvious it's painful. Sure it's not random, sure there is "progress" but it's NEVER tackling the hard problem. What makes a game fun or exciting isn't the generated world, only a non gamer would claim that.
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Basically you don't understand. Investors sell when they think the companies will fuck shit up. That could be because they think the product is obsolete, or it could be that they think manglement is going to do dumb shit. Take your pick. Remember, it's gambling about the future, not about what's right or reasonable.
Try to apply that logic to any of Elon's stocks.
Like, I generally agree with you, but... no one can possibly do any kind of analysis on TSLA, and Elon, and conclude anything other than:
Everything about this is completely insane and makes no sense.
Oh hi I'm Elon Musk, my car company only exists because of tax credits for EVs, and I just spent a squagillion dollars to elect a guy who will cancel those.
Oh, also, we build C3POs now, not cars.
Even though they're decades behind already existing humanoid robots, being built by another car company (Hyundai), who acquired an actually ground breaking an revolutionary robotics firm (Boston Dynamics).
Also, please given Elon a squagillion dollars, to incentivize him to keep performing his super duper CEO magic.
... fucking what? He's an actual madman, not a suave and calculating Bond villain, he's a fucking lunatic!
... Does any of this not qualify as 'management is going to do dumb shit?'
(also i am not sure if 'manglement' was an intentional joke or unintentional misspelling, but that will now be the word I am using in place of 'mismanagement', hahah!)
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the more mentally impaired you are the more susceptible you are to chasing gains
...j-just... just gimme s-s-some gains bro, I need more GAINS!
I NEEED LINE GO UP!
I NEED IT BAD, MAN!
... you g-got any gains bro? P-please!
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It works for individuals too. When I sold some shares a couple parcels were at a loss so I was able to offset the gains on other shares.
You do have a limit on how long you can carry the losses forward and they only offset capital gains not regular income tax.
I mean it sounds like we are in agreement then, that this works better for companies than it does for individual/retail investors.
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More games? Yes.
Better games? Very unlikely.
There are already 99 slop games for every good game.
If everyone in the world suddenly created a video game and 99.999% of them are garbage, but 0.001% of them were good, that's still 8,000,000 good games.
Vastly increasing the number of video games released undoubtedly leads to more good games. The problem at that point is more finding them rather than questioning whether or not they exist.
