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JumpCrisscross10/01/20241 replyview on HN

Fair enough, I'm not knowledgeable about casino economics. Focussing only on the gambling, however, I'm scpetical they need whales.


Replies

WorldMaker10/01/2024

They have shareholders expecting massive year-over-year revenue growth and are directly comparing themselves to the free-to-play/mobile gaming space where whales seem plentiful, so of course they are optimizing for whales long-term over sustainably building a low margin overhead product. You can see this almost directly in many of their advertising plans, Draft Kings and the others advertise just like the mobile games space. (They just have fewer places they can show their advertisements from old gambling advertisements laws.)