Dread it. Run from it. Yadda-yadda. AI gaming is here, and if you ask roughly one in five of Take-Two’s stockholders today, the only smart bet is the one that immediately backs it to the point of abandoning more traditional approaches. Hot tip: don’t take their word for it.
Google’s Project Gemini AI tool has unleashed Gemini 3 upon the world, so people are already making soulless Grand Theft Auto 6 “gameplay,” because of course they are. It’s unimpressive, but don’t worry—I’m just not seeing the vision. Given time, Roblox, Fortnite, and indeed, GTA6 itself will all be as ashes on the pyre. Trust me bro.
Just Trust Me Already
Video game stocks are suddenly crashing today with the launch of Google’s Project Genie as investors think games will start magically getting made with AI ➡️ ca.investing.com/news/stock-m… #GoogleGemini #TakeTwo #CDProjektRED #Roblox #videogames
— Shinobi602 (@shinobi602.bsky.social) 2026-01-30T17:23:17.949Z
Look at those crashouts. Obviously, it’s nothing they can’t recover from; nor are major shifts in the market remotely abnormal. But they’re big drops, demonstrating that a sizable number of investors are trigger-happy to pull out as soon as a user-ready AI toolkit begins to deliver extremely muddy, low-detailed, “interactive game worlds” at dire frame rates. With no sense of humanity to it, and shallow-as-a-puddle interactions.
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Stick with Switch 2 moving forward.
As of 4:36 PM EST, which is to say, right around the closing bell, Take-Two is down close to 8 percent, dropping 19 points to a 220.30 tally. At its nadir, it was sitting far less pretty at 211, but a late-in-the-day rally reversed course somewhat. Roblox fared worse, shedding over 13 percent of its stock price with a ten-point drop. What about the makers of The Witcher and Cyberpunk 2077? Dystopian tech, indeed—nine percent decrease.
It was a bum day all-around for plenty of gaming publishers, but to be fair, many of their own shifts are relatively normative. Square Enix, for instance, shaved just over six percent, but it was weaker on January 12 than it is today. Market fluctuations are hardly unusual. It’s when certain flashpoint events happen, which seem to cause an outsized reaction from rival corporations, that you begin to really turn your head and look.
Surely, Gemini 3 is destined to spawn future iterations that completely replace the making of video games as we know it. That’s what investors told themselves today, and it’s what they’ll continue telling themselves as they grapple with a weird result in the years to come: the fact that AI models are inherently limited, and sorry-dorry, but human beings are still necessary in the creation of art. Please, please, please, don’t let me be wrong, gaming industry. Do not let me down. I beg. I borrow. I plead.
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Bethesda veteran Bruce Nesmith thinks Morrowind wouldn’t hold up as well as Oblivion did.
