May. 15 at 2:23 PM
$GENI
Don’t forget the fact that Polymarket is the largest prediction market company in the world. They bungled their U.S. launch. Allowed Kalshi to achieve 90%+ market share currently. They won’t allow that to last.
So, guess what is coming? Big, big spend on prediction market customer acquisition. Not only from Polymarket, but DKNG and Fan Duel as well. Kalshi will throw logs on the fire too when they start losing market share.
Oh, guess who just bought a big customer acquisition business? GENI. What until they jazz up http://covers.com with GENI Reels, enhanced data, and Betvision streams.
That customer acquisition spend will be INSANE beginning with the NFL kickoff in September. Huge! And geni will have the funnel to deliver the spenders customers.
