First of all, thank you for this crazy amount of interest! I didn't even dreamed about that, I thought I would reach about 5-10 people. Right now I see Twitter has disabled DMs because they think I've been spamming too much :D So I'll share all my notes here:
I mean they could licence their games to land based casinos, or operate terminals or both. I think its a fine business if you look at Aristocrat's numbers, and the TAM is huge! So any distruption there would be a nice bonus to EVO
Thanks a lot for sharing!
" They will eventually enter the brick-and-mortar market. Until now, there has been zero communication about this."
-> I don't know if I like this
"In Todd's 10-year vision, there's a platform shift, probably towards AR/VR according to him"
-> I like this
Todd used the term "It's institutional knowledge."
-> great
I mean they could licence their games to land based casinos, or operate terminals or both. I think its a fine business if you look at Aristocrat's numbers, and the TAM is huge! So any distruption there would be a nice bonus to EVO
I think they are already licensing their game out to land based casinos?
https://x.com/DigiWheel/status/1664277535813955588?s=20