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Gideon Bierer's avatar

Exactly Dustin. Prize to whoever can add up the total market size of the following product categories, but likely $50-70B GGR in the US today

OSB

ICasino

IPoker

ILottery

Courier Lottery

Social casino

ADW/parimutuel

Sweepstakes casino

Sweepstakes poker

Sweepstakes sports

DFS/DFS+

Prediction sports

Skill

Offshore/unregulated online sports/casino

(Did I miss any?)

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Dustin Gouker's avatar

If we wanna throw crypto in a different bucket, maybe? And I'll bet the over on more things added to this list in the next 5-10 years.

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Gideon Bierer's avatar

Maybe the whole country will legalize and the list will shrink?! Sure

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Daniel Real's avatar

Understood. I think the fastest way to lose your subs would be to write about RG every day. As I mentioned, I am a newer follower and for me, RG and growth of mobile/online gambling belong together forever. Tonight I will catch up with some of your work.

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Daniel Real's avatar

I am a fan but how do you literally discuss how you and FanDuel want to bring more attention to RG - then do an article about the rapid expansion and overall market growth being led by online gaming and never once even mention addiction? Would have been puzzling without the lead-in. I don’t know how one can be discussed without the other. You brought up cannibalization but not RG or addiction. Do you disagree?

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Dustin Gouker's avatar

Hi Dan, I write about RG quite a bit, either through the main topic or through sharing stuff around RG. I am not going to write about it every single time I write about gambling, which is literally every day. If you don’t like that I don’t mention it here, this was just a narrowly written piece about the economics of the industry and the topic of online adoption. If I insert RG into every piece (i easily could), that’s going to get tiresome for everyone.

I included this piece on Friday’s newsletter for instance and added that increased funding and policymaking would be good. https://www.msn.com/en-us/money/markets/america-s-sports-betting-boom-is-about-to-backfire/ar-AA1FkuYK?ocid=finance-verthp-feeds

RG is an ongoing discussion in my newsletter and everywhere. I routinely advocate for funding and policy on RG in my newsletter. Guessing I could find dozens of examples.

If you don’t like that I don’t mention it here, I am sorry that disappoints you.

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Daniel Real's avatar

Very fair. Thanks for taking the time. I am really busy trying to launch my business and should have done more research before I sent that to you. I appreciate you clearing it up for me and thank you for advocating for RG.

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Dustin Gouker's avatar

If I was parachuting in and writing about the growth of gambling in a vacuum, I think it would be a fair criticism. But this is all i write about. Sometimes I just write about RG. I don’t think of my newsletter as a bunch of one-offs. It’s something people read somewhat regularly and it’s a body of work I think about in sum.

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