NEXT.io Podcast16 Touko 2025

Vested Interest #21: Investing in iGaming During Uncertain Times

🎙NEXT.io Podcast #21 of Vested Interest with Pierre Lindh, Lloyd Danzig and Benjie Cherniak.

In this episode, Pierre, Lloyd, and Benjie break down the biggest questions facing iGaming investors today:

-How do you invest during uncertain, disruptive times?

- Is AI in gaming hype or truly transforming the industry?

- Has the classic B2B “picks and shovels” strategy held up or is it time to rethink?

⏰ Timestamps:

00:00 - Intro

00:39 - Sponsors message03:33 - Investing in iGaming during uncertain times

06:28 - Early-stage investment strategy v.s macro volatility

08:38 - Regulatory risk v.s macro risk

10:02 - Trump presidency and prediction markets

13:24 - Lipstick index v.s lottery index

17:19 - AI in gaming – hype or commercial reality?

22:13 - Challenges: long sales cycles and limited proof points

25:26 - What’s still missing in AI innovation

26:41 - Spotlight: Blask and AI-powered black market insights

28:14 - Can AI accurately measure offshore activity?

30:22 - The problem with AI auditability

32:06 - B2B vs B2C: risk-adjusted returns and market consolidation

36:07 - The realities of bootstrapping and long integration timelines

38:35 - Why sales cycles are so long in North America

41:05 - Internal complexity and product prioritization at large operators

43:05 - Closing remarks

🔔 SUBSCRIBE TO THE PODCAST

YouTube: https://www.youtube.com/@nextdotio

CONNECT WITH NEXT.IO

✩ Website - https://next.io/

This episode of NEXT.io is brought to you by:

Pragmatic Solutions – Leading iGaming platform technology.https://pragmatic.solutions/

Pragmatic Play – Industry-leading content provider.https://www.pragmaticplay.com/en/

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(473)

Nick Patrick: The cat and mouse game of geolocation

🎙 NEXT.io Podcast #213 with Nick Patrick, Co-Founder and CEO of Radar. In this episode, Pierre sits down with Nick Patrick, Co-Founder and CEO of Radar, to dive into the transformative role of geolo...

12 Joulu 202438min

Ashley Lang: Breaking down the iGaming eco-system

🎙 NEXT.io Podcast #213 with Pierre and Ashley Lang, CEO of Pragmatic Solutions Ashley shares insights on how platform technologies drive innovation, the transformative role of real-time data in play...

10 Joulu 20241h 46min

📺 Weekly News: Latest on BC.Game, Cirsa, Rivalry and Cbet

This week on NEXT.io Weekly News, we’re diving into the latest developments in the iGaming world, covering major updates on BC.Game, Cirsa, Rivalry, and Cbet. BC.Game has shut down its UK operations,...

6 Joulu 202454min

Tania Johannisson: Neuroscience Secrets from a High Achiever

🎙 NEXT.io Podcast #212 with Tania Johannisson, Founder of Amplific In this episode, we sit down with Tania Johannisson, founder of Amplific and former Director of Risk at Evolution, to explore her j...

3 Joulu 20241h 6min

📺 Weekly News: Curaçao Latest: BC.Game Faces Licence Revocation

This week on NEXT.io Weekly News, we’re covering major developments in Curaçao’s gambling industry. BC.Game is under fire as its licence may be revoked following bankruptcy and regulatory scrutiny. ...

29 Marras 202434min

Ruzanna Elchyan: 12 years in iGaming

🎙 NEXT.io Podcast #211 with Ruzanna Elchyan, Head of Gaming at BetConstruct. Ruzanna Elchyan, Head of Gaming at BetConstruct, joins Pierre Lindh for an engaging conversation about her 12+ years in ...

28 Marras 202423min

Valeriia Virchenko: How to pass an interview in iGaming

🎙 NEXT.io Podcast #210 with Valeriia Virchenko, Head of Talent Acquisition at Pin-Up Global. We sit down with Valeriia Virchenko, Head of Talent Acquisition at Pin-Up Global, to uncover the secrets ...

26 Marras 202417min

📺 Weekly News: BIG M&A Update!

This week on NEXT.io Weekly News, we’re breaking down major mergers and acquisitions shaking up the gaming and tech landscape! Bally’s shareholders approve its takeover by Standard General, while Ever...

22 Marras 202458min