Naavik Digest: Project Genie and the Stock Market’s Category Error

This is the audio version of the Naavik Digest newsletter published on February 8th, 2026. We look into Project Genie — Google’s experimental AI that generates short, navigable 3D scenes — and explore the possible implications of world models for game engines and developers.

You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/square-enix-refutes-and-reframes 

Let us know what you think by sending us a note at [e-mail].

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Sound design by Gavin Mc Cabe.

What is Naavik Gaming Podcast?

The Naavik Gaming Podcast is a business-focused exploration of the companies, trends, strategies and leaders that are defining the future of games. To learn more and see other great content visit www.naavik.co.