I just felt like I had to write another Kambi post, to me it’s just crazy people don't get it but fair enough it’s a complicated industry if you're new to it. For me it’s very simple to explain Kambis moat and why its insanely hard for other players to catch up. I think there are 3 different ways on how to create odds and do risk management and then combinations of these and the mix is different. Kambi now have more than 900 people employed while some competitors who claim to have a competitive offer to Kambi have only 30-100 or so.

This aggregator is a company $SBTech call BTi and it is set up through a different company and SBT claim they have nothing do with it, from what I hear tho its 100% the same and just a way for SBT to clean their dirty black money from countries like Iran, China, Turkey etc

https://twitter.com/dividendblower/status/1261302897549197313

SBTech claim they are focused on regulated markets but as we can clearly see they have no chance in regulated markets, they only grow in unregulated markets in Asia. I can see this becoming problematic for Draftkings if U.S regulators started looking closer at their Asia business