When AI Starts Building the Game

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 3 February 2026

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Loren Horst to discuss: - PayPal’s surprise CEO change, and whether a single-digit earnings multiple is an opportunity or a warning sign - Alphabet’s Project Genie demo and what the concept of “prompt-to-play” could mean for the gaming industry - Roblox’s push into premium advertising and whether or not the brand retains a moat Companies discussed: PYPL, KSPI, RBLX, U, GOOGL, MSFT Host: Emily Flippen, Jason Hall, Loren Horst Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Google launched a demo, and it took it back to gaming stocks.
0:08.5	We're breaking down the gaming world of artificial intelligence today on Mottley Fool Money.
0:20.7	Today is Tuesday, February 3rd.
0:22.7	Welcome to Motley Fool Money.
0:24.0	I'm your host, Emily Flippen, and today I'm joined by Fool analyst Jason Hall and
0:27.9	Lauren Hurst to take a dive into the world of gaming and how AI is changing the landscape
0:32.1	as technology continues to push the limits of possibilities.
0:35.8	Today we'll be discussing Project Genie, how gaming companies
0:38.8	are looking to better monetize their content, AI or otherwise. But first, we have to take a hard
0:44.1	left pivot here and discuss a piece of news that I personally found really confounding this morning.
0:49.6	And that's payment processor PayPal. PayPal shares are down nearly 20% this morning after reporting earnings.
0:55.8	Despite some arguably weak guidance, but it seems like what the market is reacting to most
0:59.8	is not the mild miss, but rather a big shake-up in the C-suite that investors, including myself,
1:05.0	really didn't see coming. After barely two years on the job, PayPal CEO Alex Chris,
1:09.6	is going to be stepping down to
1:11.5	allow HP's current CEO and PayPal board member Enrique Loris to step in as president and
1:17.1	CEO.
1:18.1	I mean, this to me reads like a clear firing from the board here.
1:22.6	Seems like their board is unhappy with Chris's ability to push far enough into things
1:26.7	like Brand branded checkout.
1:27.8	That was particularly weak in the quarter.
1:30.0	I mean, Jason, I was just so surprised to see this move.
	...

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