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

Avsnitt(470)

Why congresswoman Dina Titus plans to put an end to Sports Prediction Markets

Why congresswoman Dina Titus plans to put an end to Sports Prediction Markets

🎙️ NEXT.io Podcast #260 with Congresswoman Dina Titus | US Gaming Policy, Prediction Markets & The Fair Bets ActIn this episode, Congresswoman Dina Titus — Representative for Nevada’s 1st District (h...

5 Mars 23min

Wojciech Stellmach on Prediction Markets, Sweeps & Paid Media: What Actually Works

Wojciech Stellmach on Prediction Markets, Sweeps & Paid Media: What Actually Works

🎙️ NEXT.io Podcast #259 with Wojciech Stellmach, CEO of BugsyEmpire.In this episode, Wojciech Stellmach CEO of BugsyEmpiere, explains what’s actually working right now across emerging verticals: from...

19 Feb 1h 12min

Sargis Poghosyan: The Journey of CreedRoomz, Game development and Expansion

Sargis Poghosyan: The Journey of CreedRoomz, Game development and Expansion

🎙 NEXT.io Podcast #257 with Sargis Poghosyan, CPO at CreedRoomzIn this episode, Sargis Poghosyan, CPO at CreedRoomz, joins Pierre Lindh to unpack how one of the industry’s most ambitious live studios...

29 Dec 202537min

James Curwen: How Yggdrasil is completely revamping the business model of a game supplier (Part 3)

James Curwen: How Yggdrasil is completely revamping the business model of a game supplier (Part 3)

🎙 NEXT.io Podcast #257 with James Curwen, CEO of Yggdrasil.The slot industry is producing more games than ever yet standing out has never been harder.In this episode, James Curwen joins Pierre Lindh ...

23 Dec 202555min

Phil Pearson: iGaming Industry 2025 in Review

Phil Pearson: iGaming Industry 2025 in Review

🎙 NEXT.io Podcast #256 with Phil Pearson, iGaming Consultant. Another year. Another cycle of hype, pressure, pivots, and hard lessons.In this episode of the NEXT.io Podcast, Phil Pearson joins Pierre...

18 Dec 20251h 58min

Valentina Diaco: These Are the iGaming Companies Getting AI Right

Valentina Diaco: These Are the iGaming Companies Getting AI Right

🎙 NEXT.io Podcast #255 with Valentina Diaco, Founder at Profit Matches. AI has officially moved beyond hype. In 2025, it’s reshaping iGaming in real, tangible ways — from CRM and engagement to compli...

12 Dec 20251h 11min

Emilie Jirsch: Creating a world-class brand via the Cool Shit Budget

Emilie Jirsch: Creating a world-class brand via the Cool Shit Budget

🎙 NEXT.io Podcast #254 with Emilie Jirsch, CMO at Dabble. Dabble has become one of the fastest-growing betting brands on the planet — not by outspending competitors, but by out-innovating them with c...

4 Dec 202542min

Tom Wood: How Operators Should Think About Game Studios

Tom Wood: How Operators Should Think About Game Studios

🎙 NEXT.io Podcast #253 with Tom Wood, CEO of RAW iGamingRAW iGaming calls itself “the pink shark in a sea of sameness.”In this episode, CEO Tom Wood joins Pierre Lindh to break down the realities of ...

27 Nov 202548min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
uppgang-och-fall
avanzapodden
svd-tech-brief
rss-borsens-finest
rss-den-nya-ekonomin
rss-dagen-med-di
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
24fragor
borsmorgon
lastbilspodden
bathina-en-podcast
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
dynastin