Feb. 8 at 2:35 PM
$AAPL This is not a Super Bowl recap. And it’s not a DraftKings ad.
It’s a piece about sports betting as a distribution business , what changes when the product becomes frictionless and always on.
Sports betting didn’t create a new behavior. It scaled an existing one by removing the barriers: time, travel, visibility. Now the casino is not a destination. It’s an app.
cundilldeepvalue.substack.com/p/fragments-draftkings-dkng-the-casino
The Super Bowl is simply the day the system shows itselfat full speed.
$HIMS $GOOGL $PYPL