DraftKings

“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.”

“So I've been limited by DraftKings and MGM.”

“Who we collaborate with all the time, right? I mean, we're part of a sports betting alliance, and that's one of the great things, by the way, about this industry is we work together to safely open up and regulate.”

“We actually give the company the day off after the Super Bowl because it's such a big lead up, and so many people work on Sunday. And Saturday. I mean, so you're working for the whole weekend. We have people Monday off.”

“Hundreds of millions. Oh, being bad, sorry, that's yeah, hundreds of millions.”

“It won't be a big number in terms of our overall this year. But I do expect to see a big growth You know, I expect to see a big jump in growth on the Superbowl for that.”

“We haven't done a Superbowl ad in two years now. So this will be our This will be a nice one to come back to. I'm really excited. We have a partnership with NBC, so it's a big part of that.”

“This year though, we have made so many great upgrades to our live betting product. We're really going to try to take the, and you know, that's the perfect opportunity for it in the game to try to really take a shot at getting some live betting activation. So t…”

“So we want to make sure that we're using AI too, to help set our lines and help manage them”

“And so I view it as a space that we can incrementally add more revenue and win in and add more customers, especially in the States that don't have our traditional sports betting product. I think it's a fantastic product for places like where we are now, Califo…”

“If you look at it, it's not like, even by volume, the prediction markets, or any more market share, if you put everything together any more share, I should say, than you know, some of the other competitors that we have that are not number one and number two in…”

“Things that are just like negative like, you know, will this player get injured or something like that? It's just not, I just, I don't view it as the right thing for the industry. And I don't really think there's a ton of consumer demand for it anyway.”

“So we're really heads down now focused more on how do we build the business organically as we generate cash flow. I'm looking to buy back stock more than buy stuff, but that could change on a dime.”

“WNBA and women's college basketball in particular, but also women's soccer. It's really one of the fastest or some of the fastest growing sports are in the women's category.”

“No, actually the number one source of adding new women to the platform is NFL. Because just so many more people come in on NFL, and that's just gonna capture a bigger net on an absolute basis.”

“California is a state where you have to run a ballot initiative. So a little bit less sort of a political process in the sense of, you know, that, but the tribes, you know, really, they control gaming in California. Doing this without them being on board is, i…”

“The estimates are that the NFL's gambling related sponsorships are about two hundred million dollars a year between DraftKings, FanDuel, and Caesars.”

“Traditional players, like, you know, Draftskins and FanDuel, they have really effective, I would say like marketing machines. They're like some of the best spenders of dollars on the planet.”

“You can see, by the way that DraftKings and FanDuel stock have reacted to this, those companies are toast.”

“DraftKings didn't exist. FanDuel was just getting going and kind of see the traction.”

“In fact, the biggest pain point for these, for this industry is that about two percent of users account for winning over 90% of the money.”

“And the attrition rate at DraftKings and FanDuel right now is at an all-time high.”

“Well, we're the largest investors in DraftKings accomplices, my partner, Ryan Moore.”

“I'll make that comparison now and just say that this is a pass for me, given my relationship with DraftKings.”

“I've seen a number of pitches that are similar to this, I think because we're in Giraffe Kings and they all have this same kind of chemistry of a founder who just like, who's a player and they're a passionate player, but they're not a business person and they …”

“My biggest takeaway was this feels like a feature that DraftKings or FanDuel can turn on in a month or less.”

“Our first broker was Robinhood, and, you know, Vlad has been talking about that, and, you know, we just got Webull, and I think, yeah, I mean, I think over time, we're in discussions with all the other ones, like Coinbase, DraftKings, all the others, and vario…”

“I mean, I think we got like something like seven percent of the handle within seven days of launch which is huge. Like it's a testament to how big this could be. And I think we were fourth in handle.”

“When you download Dabble and create an account, it feels just as much like you're signing up to Twitter as it does Signing up to Fangio or DraftKings. You create a profile. People can follow you. They can search for your profile on the app. You can follow othe…”

“DraftKings, when there were four people, they offered me stock in the company.”

“No, it's my own money.”

“DraftKings or whatever? They have account managers. So if you become, I read about this one woman who was making like, a 150 grand a year, so whatever that puts her at in terms of class, but not like crazy wealthy, and she's, and she lost all of her money, and…”

“The thing with all of these sites, FanDuel and DraftKings is they did deals with the leagues where part of the feature is that when there is really crazy asymmetric betting on something that's obscure, they reported back to the leagues so the leagues know how …”

“I remember saying to Jason Robbins that I think we've tapped into all we can tap into on the private side. And I think this is going to be a really interesting company on the public side. We have an incredibly large industry of Las Vegas casinos and Macau casi…”

“I knew he was special, and he walked into our offices to pitch DraftKings along with two other extraordinary co-founders, and we passed, not because of, like, regulation, but because we misunderstood the market size.”

“We left after the FTC blocked the merger with DraftKings.”