Ep. 123: Investor Vibe Check - Q2 2024

Ep. 123 is our quarterly Investor Vibe Check, where we chat with 3 industry investors to get their perspective on the landscape from their side of the table. The vibe check for Q2 features Chris Grove (Acies Investments), Roger Ehrenberg (Eberg Capital) and Davis Catlin (Discerning Capital).    Hear them discuss: Reflections on Q2 and the six-year anniversary of PASPA’s repeal, and its implications on the iGaming industry. The surprising consolidation of operators in the U.S. market and what challenger brands can do to compete with incumbents. The growing popularity of the sweepstakes model, its sustainability, and future potential within the broader real money gaming ecosystem. Opportunities in betting on niche and alternative sports, and their impact on expanding the total addressable market in the U.S. Practical advice for early-stage founders on navigating the uncertain economic environment and achieving cash flow positivity. Future predictions for the iGaming industry, including potential M&A deals, cybersecurity concerns, and regulatory changes to watch for in the next six months. Video version of this episode can be viewed here.   Learn more 👇 ➡️ Chris Grove with Acies Investments ➡️ Roger Ehrenberg with Eberg Capital ➡️ Davis Catlin with Discerning Capital   -- This podcast is presented by Optimove, the #1 CRM Marketing solution for the iGaming industry. Since 2012, Optimove has served iGaming Operators from startups to industry leaders. Today, 4 out of the Top 5 US Operators Personalize Player Experiences with Optimove. iGaming operators know their growth journey begins and continues with Optimove, the #1 CRM Marketing solution for the iGaming industry.