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PC Gamer
PC Gamer
Tyler Wilde

Major investor is 'shocked and sad' that the games industry is 'demonizing' generative AI

A panel in the "GDC Luminaries" series of talks from GDC 2026, featuring four industry figures seated on stage.

In a theater set off to the side of this week's Game Developers Conference, representatives from big tech companies and venture capital firms spoke about, among other things, their enthusiasm for generative AI. Many of the attendees over in the main convention halls don't feel the same way: 52% of respondents to a recent GDC survey said that they think generative AI is bad for the games industry, and only 7% agreed that it's a good thing.

One of the most direct expressions of this divide came from Moritz Baier-Lentz, head of gaming at Lightspeed Venture Partners, a firm with investments in Anthropic and a number of other AI companies. Lightspeed is a major investor in game studios, and has a stake in Epic Games.

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