Google just turned its world model Genie 3 into a public test: Project Genie.
And the markets freaked out on Friday:
Unity -24%, Roblox -13%, Take-Two (GTA) -10%.
What’s going on?
Imagine this: you type a sentence, and AI instantly builds a 3D world you can walk into.
Non-U.S. users can’t get in yet (VPN didn’t help me either 😅), but American users are already losing it:
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Characters you can control,
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Cars you can drive,
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Flight and full interactions.
It’s like a game—but the game creates itself as you move. Forward you go, new world generated in real time.
Twitter highlights:
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Someone made a Doom-style recursive world, walls covered in running game screens.
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Another made otter pilots fly through Gothic cities.
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And yes—AI-generated characters open car doors with mind-blowingly realistic animations.
Wall Street should be scared.
Before, making a game meant years, huge teams, and hundreds of millions in budget.
Now? One sentence can spawn a world. Unity and Roblox’s moat… how much is left?
Limitations still exist: 60-second sessions, laggy controls, physics glitches, strict IP checks.
But the trend is clear: AI-generated games are unstoppable.
Google, Fei-Fei Li’s World Labs, China’s Ant Lingbo—everyone’s racing for the ultimate world model.
2026 is officially the Year of the World Model. 🚀