Vested Interest #21: Investing in iGaming During Uncertain Times
NEXT.io Podcast16 Mai 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/

Episoder(468)

Thomas Lefebvre: What Happens When Your Business Partner Passes Away

Thomas Lefebvre: What Happens When Your Business Partner Passes Away

🎙 NEXT.io Podcast #220 with Thomas Lefebvre, Co-Founder at Lagio Gaming In this episode, Thomas Lefebvre, Co-Founder at Lagio Gaming, opens up about the challenges and emotional journey of losing hi...

23 Jan 202549min

📺 Weekly News: In loving memory of our friend, Nico Jansen

📺 Weekly News: In loving memory of our friend, Nico Jansen

Like so many of the people whose lives he touched, we were devastated to hear of the sudden and untimely death of our Weekly News co-host, Nico Jansen, on 9 January. Please join us, alongside a group...

17 Jan 202533min

James Curwen: How To Transform a Company From Decline to Growth – NEXT.io Podcast

James Curwen: How To Transform a Company From Decline to Growth – NEXT.io Podcast

🎙 NEXT.io Podcast #219 with James Curwen, CEO at Yggdrasil Gaming In this episode, James Curwen, CEO at Yggdrasil Gaming, shares his journey of transforming a company in decline into a thriving, tec...

16 Jan 202554min

Weekly News: New Year Legislation Special!

Weekly News: New Year Legislation Special!

This week on NEXT.io Weekly News, we’re diving into the latest legislative developments in the iGaming world, covering major updates on Maryland, Virginia, Ukraine, and Thailand. Elsewhere, Ukraine’s ...

10 Jan 202557min

Shimon Akad:Playtech’s iGaming Expansion in North America, Brazil, & MGM Partnership–NEXT.io Podcast

Shimon Akad:Playtech’s iGaming Expansion in North America, Brazil, & MGM Partnership–NEXT.io Podcast

🎙 NEXT.io Podcast #218 with Shimon Akad, COO of Playtech In this episode, Pierre Lindh sits down with Shimon Akad, COO of Playtech, to explore the cutting-edge innovations reshaping the iGaming indu...

9 Jan 202538min

Joris Dekkers: The History of Las Vegas

Joris Dekkers: The History of Las Vegas

🎙 NEXT.io Podcast #217 with Joris Dekkers, author of The Las Vegas Book. In this episode, Pierre Lindh sits down with Joris Dekkers to uncover the untold stories and transformations that shaped Las ...

2 Jan 202551min

Phil Pearson: State of the iGaming Industry 2024

Phil Pearson: State of the iGaming Industry 2024

🎙 NEXT.io Podcast #216 with Phil Pearson, Chief Executive Officer at White Label Casinos. In this special episode, Pierre Lindh and Phil Pearson take a deep dive into the biggest trends, challenges,...

31 Des 20241h 3min

📺 Weekly News: Christmas Special 🎄

📺 Weekly News: Christmas Special 🎄

This week on a festive edition of NEXT.io Weekly News, Conor Mulheir and Nico Jansen take you on a journey through the biggest stories of the year, month by month. From game-changing mergers to regula...

20 Des 202456min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
utbytte
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-sunn-okonomi
lydartikler-fra-aftenposten
rss-fa-makro
shifter
boligbobla