When AI Starts Building the Game

The podcast analyzes PayPal's stock drop following the announcement of a CEO change, with panelists debating whether the market overreacted. While one panelist views PayPal as a potential value buy due to its low price-to-earnings ratio and growth in payment volume, others express concern over declining transactions per active account and the new CEO's track record. The discussion then shifts to Google's Project Genie and its potential impact on the gaming industry, with opinions divided on whether it poses a significant threat to established gaming companies or if it will primarily affect mobile gaming and independent developers. The panel also explores Roblox's new ad format and how AI advancements could increase content and advertising opportunities on the platform.