Vibe Theft Auto: Anthropic Opus, GTA 6, and a potential fade trade

[Gemini, Meta AI and Claude AI app icons on screen] The adoption of AI around the video game industry is accelerating, which is raising new opportunities for publishers on the development end, but also creating risks around AI-enabled game recompilation and decompilation. Anthropic's (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) latest released Opus version sent a shockwave in the video game sector as it opened up investors to the concept that platform-locked games are portable and games can be easily decompiled. Vibe coding, which is the practice of describing what you want to an AI model in plain language and letting it write, test, and fix the code, became a major topic after the release of Opus 5.5.