Insights
Sharp thinking on strategy, product, and the business of regulated markets.
The Agentic Shift: Building Autonomous AI Agents with Google Cloud
Part 1 of a 3-part series on building a production-grade autonomous agentic system using Google ADK, Vertex AI, Cloud Run, and Firebase.
Prediction Markets Are Just Betting Exchanges With Better PR.
The CFTC is suing three states to assert federal jurisdiction over prediction markets. For anyone who has worked in iGaming, the product at the centre of this fight is not new.
Who Survives the UK Tax Reset?
On 1 April 2026, UK remote gaming duty rises from 21% to 40%. The industry’s response has been split into three distinct strategies. Each reveals something about the operator’s underlying competitive position.
When Compliance Becomes Personal.
The Isle of Man’s proposed legislation to fine individual executives is not an isolated move. It follows a pattern that has reshaped financial services and is spreading across every regulated industry. If you are a director, the compliance risk is no longer just a cost to your business. It is personal exposure.
When to Trust the Crowd Over the Experts.
Most founders get their economic outlook from bank economists and analyst reports. A February 2026 Federal Reserve research paper shows that a betting platform matched or beat the professionals across nearly every measure. Here is what that means for the decisions you are actually facing.
The Multi-Brand Illusion.
The multi-brand strategy is iGaming orthodoxy. Flutter, Entain and Kindred present portfolio diversification as risk mitigation and market coverage. The logic is persuasive. For most operators, it is also substantially misleading.
Expand or Deepen?
When growth slows, the instinct is to find a new market. That instinct is often wrong, not because expansion is bad, but because the timing is. Most founders consider market entry before they have extracted the full value from what they already have.
Build vs. Buy Is the Wrong Question.
Most founders treat build vs. buy as a cost analysis. It’s actually a competitive positioning decision, and the cost spreadsheet systematically leads you to the wrong answer.
Regulated Markets Are Not the Growth Opportunity.
Why the iGaming industry’s consensus growth strategy creates a race to the bottom, and what it tells every founder in a regulated market about the difference between access and advantage.
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