Polymarket

“I don't even think the polymarket odds or any of the odds are that reflective, because I don't think that they price in Like, nation state activity or cheating Effectively.”

“I think, you know, the interesting thing about those businesses is if you look at the volume, and I didn't check, I think I checked, it's still 70, 80% sports betting, right?”

“This is two non-sports betting companies who are doing quote prediction markets where all we talk about is the 10% of the revenue that's political, and 90% of their business is sports betting, but we're not calling it that, and they're just killing it because …”

“This is the purest regulatory arbitrage play of all time. Okay. If you can look at the cumulative market cap of regulated sports betting and look at how it has dropped in response to the rise of Polymarket and Calci, who are not subject to the same rules and r…”

“So based on my limited knowledge, I'm going Kalshi because I feel like it is a safer long-term bet than someone that is writing the current political vibes, which are all in favor of everything here. It just could, it was a lot different a couple of years ago,…”

“Without Polymarket, we wouldn't have I think like, Pushed our marketing and pushed our product as hard. And without us, they wouldn't have pushed their marketing and their product.”

“Polymarket said the probability of SpaceX being worth two trillion dollars on the IPO went up to 50, 60%, right? From a lower number, right?”

“If you look at the poly market Calci odds on a Tesla SpaceX merger, again, you know, not, not that those markets are so big that they're that indicative, but I think the probability that they have on there is something like 70% in the next two years or somethi…”

“We haven't integrated prediction markets yet, and I'm not sure exactly where it fits in on our roadmap. I think it's very interesting there. I think our first version of the product would be built on something like a poly market in Calci.”

“ICE as in the owners of NASDAQ, the, I think, Intercontinental Exchange has a big ownership stake in Polymarket. Why that's relevant is that's a company that runs ICE that runs stock trading and, you know, real financial markets taking a significant, I think, …”

“I don't think predicting who's the next Who's going to win the general election in the UK or who's going to be the next president in the US is a huge, enormous, ginormous business. I love it. I find it fun. It's actually the most interesting part of Polymarket…”

“Where I see similarly come in is we are a company that is not just interested in what's going to happen, but more on how it's going to happen and why.”

“It has to be, right? Like it, I mean, if you look at like Kelsey and Polymarket, what's the difference there between DraftKings and Betway? And they seem very similar to me.”