World Models vs Game Engines — Who Wins?

Gaming stocks had a bloodbath after Google's Genie 3. Unity down. Roblox down. Nintendo down. Unity down 35%.

Unity's CEO posted a whole thread. Tim Sweeney weighed in. They're both saying the same thing — world models won't replace… pic.twitter.com/yNAGGO6Rel

— Bilawal Sidhu (@bilawalsidhu) 13 février 2026

World Models vs Game Engines — Who Wins? Gaming stocks had a bloodbath after Google's Genie 3. Unity down. Roblox down. Nintendo down. Unity down 35%. Unity's CEO posted a whole thread. Tim Sweeney weighed in. They're both saying the same thing — world models won't replace

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