Unity stock has tumbled twice recently, first after Google's Project Genie Reveal, and then after a disappointing earnings report. Project Genie is impressive, but it won't replace video game engines.

A powerful signal was sent on Wall Street last week, and it centered on Unity Software (NYSE: U). On March 27, the stock rose over 13% in a single session, a move backed by a massive surge in trading ...

Essentially, the fear is that Genie 3 can usher in a paradigm that would clash with traditional game development platforms and publishers. While this may certainly conflict directly with upstream ...