Max Tesla

ceo @blask_research | competitive market intel | machine learning | casual ableton enjoyer | personal opinions only

[Max Tesla @allsetmax]

everyone treats US igaming like it's one market; it's not

it is ~$80B spread across 50 different regulatory experiments - each with its own offshore to domestic split, its own brand leaders and own story

we measured all of it. what we found

/thread

[Max Tesla @allsetmax]

for years iGaming has lived in two parallel data worlds, open-web intelligence sees brand demand and affiliate flow, onchain intel sees wallet-level deposits across chains and casinos

same industry, different toolchains, different audiences

@smokeylisa and the Tanzanite team built the truth layer for crypto-native, while @menacedima and I build @blask_research for the rest. been wanting to stich these worlds together since we first met

both layers in one view. shipping soon.

[SmokeyLisa @smokeylisa]

Tanzanite x Blask

After meeting @menacedima last year and learning more about @blask_research, it’s clear that there are different approaches to solving the same problem.

Tanzanite uses onchain data to create insights, while Blask uses data found across the web. Combining elements of both products will create an even clearer picture of the iGaming industry.

More to be revealed soon... 👀

[Max Tesla @allsetmax]

@smokeylisa @menacedima @blask_research hell yeah

[Telegram Messenger @telegram]

horses don't stop they keep going

[Max Tesla @allsetmax]

@inga1937 the rent-seeking argument lands harder from the demand side. every sharp who gets gubbed routes to an exchange or offshore. betfair was built as a home for the customers the softbooks don't want.

[Max Tesla @allsetmax]

slots ggy per session: £4.01 to £3.82. more spins overall, less yield per session

blask full-market (inc. offshore) jan-mar: +11% ceb; ukgc covers licensed only

they retired this series before the 40% rgd data arrives. first read with the cliff in it: december.

[NEXT.io @nextdotio]

Online gross gambling yield in Great Britain increased by 7% year-on-year during the three-month period to the end of March.

#GamblingCommission #GGY #MarketInsights
https://t.co/F0R2ICEljo

[Max Tesla @allsetmax]

uk black market: 5B GBP (2019) -> 16.6B (2025) -> 33B projected by 2028 per H2

channelization 97% -> 92% over those same 6 years

the 8% outside UKGC's readh = 1.47B GBP/yr; that number grows regardless of what the board decides

[Max Tesla @allsetmax]

37 months from white paper to still-no-decision.

blask data: offshore = 4.6% of uk demand but 11.1% of spend - 2.6x spend per session vs licensed

the 2.6x segment FRAs want to screen is already offshore; offshore APS gre 3x faster than licensed in H2 2025

[NEXT.io @nextdotio]

The Gambling Commission said it has not yet reached a decision on whether to implement so-called “affordability checks” on a wider scale.

#affordabilitychecks #GamblingCommission
https://t.co/wA9AnDXIjp

[Max Tesla @allsetmax]

@charliermarsh boiling the ocean

[Max Tesla @allsetmax]

@bcherny what's your /tmux skill doing?

[OpenAI @OpenAI]

Today, we share a breakthrough on the planar unit distance problem, a famous open question first posed by Paul Erdős in 1946.

For nearly 80 years, mathematicians believed the best possible solutions looked roughly like square grids.

An OpenAI model has now disproved that belief, discovering an entirely new family of constructions that performs better.

This marks the first time AI has autonomously solved a prominent open problem central to a field of mathematics.

[Max Tesla @allsetmax]

@badlogicgames @nicopreme > the extension needs to be fixed

cool, i have 3 extensions from different developers with same flickering issue, should i open 3 separate bug reports lol?

[Max Tesla @allsetmax]

@badlogicgames "nothing pi can do about it"

pi's own agent then fixed it in tui.js - rendered past terminal boundary on every extension frame; clamped to viewport height, gone

it WAS a pi problem

[Max Tesla @allsetmax]

@badlogicgames @nicopreme fix works locally. also: which components above the viewport are supposed to change in pi? completed tool calls? those are done. the only thing changing up there was the spinner

[Max Tesla @allsetmax]

@badlogicgames the previousLines issue is real and i'll fix it, scan still needs to start at prevViewportTop - that part's correct and holds regardless of who wrote it

[Max Tesla @allsetmax]

@badlogicgames https://t.co/6OHBKXOqGh

[Max Tesla @allsetmax]

igaming media without data is just vibes

cooking something with @smokeylisa, teaser when it's done

[Max Tesla @allsetmax]

@mathisdittrich @1engine haha that reminds me of your unsub case

[Max Tesla @allsetmax]

@RoundtableSpace Blask

[Max Tesla @allsetmax]

@mitsuhiko @badlogicgames what are your essential pi plugins?

[Max Tesla @allsetmax]

KSA's read that this is domestic checks out - H2GC: EU regulated online +11% 2024-2025; NL -18%

the oct 2024 change wasn't one rule but a stack: 350EUR deposit cap, affordability check above the threshols, 5s slot spin, ongerichte reclame ad ban

2026's question: how much of that licensed-share loss returns to legal channels vs solidifies offshore?

[Max Tesla @allsetmax]

KSA put the harder number on the front page of spring report: 91% of dutch players bet exclusively legal but only 53% of the money does

retaining accounts while losing wallet share is the more difficult regulatory problem. onf of the few EU monitors willing to publish that gap

[NEXT.io @nextdotio]

The Dutch Gaming Authority's (KSA) spring report has compounded long-term trends of GGR decline within licensed industry.

#blackmarket #Kansspelautoriteit #Netherlands
https://t.co/C1gPwss1bB

[Max Tesla @allsetmax]

blask demand data inside the licensed NL market: lic total roughly flat H2 vs H1, individual brand shares moving fast

711 +50% YoY, fair play +74%, bet365 +39%
hard rock NL roughly doubled in its first full year on a dutch license

toto and unibet down double digits - both with operator specific drag (state-lottery brand, kindred/FDJ integration)

the share within the regulated market is moving faster than the regulated market itself