内容来源：https://www.theverge.com/games/871348/google-project-genie-take-two-roblox-unity

内容总结：

谷歌推出AI世界生成工具引发游戏股震荡

据路透社报道，在谷歌发布可根据文字提示生成互动体验的AI工具"Project Genie"后次日，多家主流游戏公司股价于周五出现显著下跌。其中Take-Two Interactive股价收于220.30美元（单日跌幅7.93%），Roblox收于65.76美元（跌幅13.17%），Unity Technologies收于29.10美元（跌幅24.22%）。

这款由谷歌DeepMind研发的工具，可通过文本提示生成类似游戏的互动虚拟世界。尽管当前版本仅能制作时长为60秒、无音效与明确目标的初级体验，且生成内容存在画面异常等技术局限，但其展现的自动化创作潜力已引发行业震动。

行业内部对生成式AI的态度呈现分化。一方面，包括Epic Games首席执行官蒂姆·斯威尼在内的业界领袖公开预测AI将与游戏引擎深度整合；另一方面，许多开发者质疑该技术可能侵蚀创意工作的独特性。谷歌方面强调，其模型主要基于公开网络数据进行训练，但艺术创作者群体长期对AI模型训练中的数据使用、能耗及创意替代等问题存在争议。

值得关注的是，在游戏行业经历多轮裁员调整的背景下，此类AI工具被部分投资者视为可替代测试、概念设计等环节的技术方案。尽管当前技术成熟度有限，但科技巨头对AI游戏创作工具的持续投入，预示着行业生态可能面临结构性变革。

中文翻译：

据路透社报道，在谷歌发布可让用户通过提示词生成交互体验的Project Genie工具次日，包括Take-Two Interactive、Roblox和Unity在内的多家大型游戏公司股价于周五出现显著下跌。Take-Two股价收于220.30美元（较前日下跌7.93%），Roblox收于65.76美元（下跌13.17%），Unity收于29.10美元（下跌24.22%）。

谷歌发布AI世界生成工具引发游戏公司股价波动

谷歌Project Genie能根据提示词生成近乎游戏的交互式虚拟世界——若你眯起眼睛细看的话。

其他AI工具已因涉嫌盗用艺术家作品训练底层模型、消耗水电资源以及对创意产出的影响等问题遭到创作者强烈抵制。谷歌DeepMind的迭戈·里瓦斯向The Verge表示，支撑Project Genie的AI世界模型Genie 3"主要使用网络公开数据进行训练"。谷歌DeepMind研究人员关于初代Genie模型的白皮书指出，该模型基于"超过20万小时的网络公开游戏视频数据集"训练而成。

许多游戏开发者对生成式AI持高度怀疑态度，认为其本质是剽窃现有作品以制造AI垃圾。通过Project Genie提示词生成的类《超级马里奥》《塞尔达传说》世界虽与任天堂原作略有形似，却完全不具备原作的趣味性与可玩性。对这个已深陷多轮裁员潮的行业而言，即便是当前形态的Project Genie，也意味着测试、概念构建等岗位可能被取代的风险。

本周展示的Project Genie版本仅能生成60秒的交互体验，没有计分系统、目标任务甚至音效，还会出现赛道突变成草地等诡异错误。体验结束后用户只能下载视频或生成新内容，无法将创作成果导入虚幻引擎或Unity等传统游戏开发工具。

但投资者与高管们对AI游戏创作工具的追捧已显露无遗。xAI首席执行官埃隆·马斯克承诺"明年将实现规模化定制的高质量实时节目与游戏"；Epic Games首席执行官蒂姆·斯威尼周五表示"我们将见证引擎中心化AI与世界模型中心化AI的持续跨越式发展，直至二者融合产生最大效应"；Meta首席执行官马克·扎克伯格在本周财报电话会议上大谈AI如何使游戏"更具沉浸感与交互性"，而就在数周前，该公司刚关停了多个VR游戏工作室与项目。

英文来源：

The stock prices of some major video game companies, including Take-Two Interactive, Roblox, and Unity, had notable declines on Friday, just a day after Google announced its Project Genie tool that lets users prompt AI to generate interactive experiences, Reuters reports. Take-Two’s stock price closed at $220.30 (down 7.93 percent from yesterday), Roblox’s closed at $65.76 (down 13.17 percent), and Unity’s closed at $29.10 (down 24.22 percent).
Video game company stock prices dip after Google introduces an AI world-generation tool
Google’s Project Genie generates interactive virtual worlds from prompts that look almost like games, if you squint a little.
Google’s Project Genie generates interactive virtual worlds from prompts that look almost like games, if you squint a little.
Other AI tools have received significant pushback from artists and creators over allegations of theft of their work to train the underlying AI models, AI’s water and electricity usage, and what this means for creative output. Google DeepMind’s Diego Rivas told The Verge that Genie 3, the AI world model powering Project Genie, was “trained primarily on publicly available data from the web,” and a whitepaper from Google DeepMind researchers about the first Genie model said that it was trained from “a large dataset of over 200,000 hours of publicly available Internet gaming videos.”
Many game developers are already very skeptical of generative AI and its hand in seemingly ripping off existing works to let people create AI slop. The Super Mario and The Legend of Zelda-like worlds I was able to create from prompts with Project Genie somewhat resembled Nintendo’s actual games, but the experiences didn’t have any of the fun or playability of the originals. For an industry already grappling with wave after wave after wave of layoffs, even the current form of Project Genie represents a pitch to replace work like testing and concept building.
The version of Project Genie Google presented this week can only make interactive experiences that are 60 seconds long. They have no scores, objectives, or even sound. They can have strange errors and inconsistencies, like a racetrack road unexpectedly turning into grass. When you’re done with an experience, you can only download a video of it or generate a new one; you can’t take what you’ve made in Project Genie and slot it into a traditional game development tool like Unreal Engine or Unity.
But the push by investors and executives for AI game creation tools is already being spelled out. xAI CEO Elon Musk has promised “Real-time, high-quality shows and video games at scale, customized to the individual, next year.” Epic Games CEO Tim Sweeney said Friday that “We’ll see constant leapfrogging between engine centric AI and world model centric AI until they come together for maximum effect.” Meta CEO Mark Zuckerberg went long on the company’s earnings call this week about how AI will help games feel “more immersive and interactive,” making his comments just a couple of weeks after shutting down VR game studios and projects.