most investors misunderstand the Google Genie launch the real opportunity isn't recreating Fortnite or GTA - it's the emergence of an entirely new storytelling medium, on par with the first film, comics, or short-form video world models won't build traditional AAA video games anytime soon. games today are deterministic: predefined rules, scripted events, fixed logic. you go to the bank and a robbery happens, squeeze a trigger and the gun does X damage etc. multiplayer games like Fortnite require 100 clients to agree on the same state, frame by frame world models like Genie are different. they're probabilistic - the next frame is inferred, not scripted. neither player nor developer knows exactly what will happen until it does. that makes them poorly suited for traditional games. the generations also have a delay, are expensive, and hard to control (as of today) however, world models also have unique strengths: - deep personalization - an infinite canvas - integration with coding / creative agents - radically lower barrier (and blank slate) for new creators instead of forcing world models into existing game formats, imagine a new storytelling medium built around these strengths: - Dune fans stepping into Arrakis to retrace Muad'dib's journey - Game of Thrones fans creating alternate endings with friends - Niche literary genres like Lovecraftian romance or alternative military history exploding into pop culture - 100M+ fan fiction writers building worlds to illustrate their rich imaginations - Film students breaking out with immersive documentaries about exotic places / people in the world most of us will never visit we're just at the beginning of this journey. models are improving quickly. control layers, editing workflows, creator tools still need to get built - but they will come i believe there's a rare opportunity in the near future for the right team - blending creatives and technologists - to build a Pixar for this new storytelling medium. just as Pixar unlocked new types of stories through computer graphics, world models / interactive video could unlock a new category of interactive experiences we can't yet fully predict today for more detail, check out our earlier blog on this 👇