New Trends With Friends Episode: Degenerate Index Booms, Nvidia’s Big Reveal, and Gambling 3.0
Good morning everyone,
In this episode of Trends with Friends, Michael Parekh, Phil Pearlman and I are joined by special guest Charles Gillespie, the founder and CEO of the public company Gambling.com, ( $GAMB ( ▼ 2.47% ) ) for a high-stakes episode diving into the future of gambling, regulation, AI, and the global economy.
We ask Charles to explain why I should include the stock in my Degenerate Economy Index and he makes a great case.
We cover a lot of ground, from online betting and affiliate marketing to Nvidia’s chip roadmap and Apple’s AI moment. We also talk about how technology and degeneracy collide to shape new markets—and how the U.S. is playing catch-up to Europe.
Charles is based in Monaco and is not only a veteran of the gambling industry but a geek and student of AI. Charles is a great entrepreneur and on the subject of AI he shared this great piece of wisdom: ‘AI gives entreprenuers the license to be more ambitious’. I love this.
A few big ideas about the industry that stuck out from our conversation include:
Gambling is MEGA early still and easily a $150 billion plus yearly industry AMD customers have NO loyalty. This is why Gambling.com focuses so much on the lead generation and data side of the business/industry.
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🚀 Check out the charts discussed on the show right here
JUMP TO THE GOOD STUFF:
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(0:00) Introduction to the Degenerate Economy Index
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(7:03) Understanding Social Sentiment and Price Volatility
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(12:35) The Evolution of Gambling.com and Its Business Model
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(19:15) The Degenerate Seven Index and Market Dynamics
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(27:59) The Future of Online Gambling in the U.S.
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(35:56) Reflections on the Chinese Gambling Market
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(38:16) The U.S. Gambling Landscape: A Historical Perspective
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(42:11) Navigating the IPO Journey: Challenges and Triumphs
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(46:33) The Future of Decentralized Gambling
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(48:32) Harnessing AI in Gambling: Innovations and Applications
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(52:53) Revenue Models in Gambling: Subscription vs. Affiliate
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(1:01:03) The Role of AI in Business Strategy and Market Dynamics
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