Tom Waterhouse joins iGaming Daily to discuss why rising taxes and regulation are squeezing B2C operators' margins - and why that's making B2B suppliers more important than ever. He covers the uncertainty prediction markets have introduced to the US landscape, explains Waterhouse VC's options-based approach to early-stage tech supplier investments, and flags KYC/compliance tools, data-edge businesses, and potential "super acquirers" like Evolution as the spaces to watch over the next 3-5 years.

Watch the full interview: