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Industry Research.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:10:18.606+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "220dff52-afce-480d-a138-1a9ee84aa351", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "THE U.S. ONLINE SPORTS BETTING MARKET IS ESTIMATED TO BE $18-23 BILLION AT MATURITY", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:10:18.606+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "406e8da0-efc9-4242-b72c-acbf4429e474", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "08292597-c0e8-4d3c-bca9-600b1d13a517", "evidence": "Bottom-up extrapolation from comparable markets (NJ, UK, AU) to estimate U.S. TAM.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:10:18.606+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "market-sizing" } ], "arcBeats": [ { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Market Size", "beatId": "a668302a-06fc-4fd0-be47-55168fdcb4c7", "matchId": "b4834010-c488-4e07-93de-48cc9e87fa7f", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Slides 7-11 focus on market sizing and the massive global market opportunity.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "type": "resolution", "title": "The slide uses a table to quantify the addressable market by population percentage across different regulatory statuses.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 5, "textChars": 833, "nDataPoints": 12, "notes": "The slide uses a table to quantify the addressable market by population percentage across different regulatory statuses.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:10:18.423+00", "seconds": 3.012, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-ed69-7099-bf1b-6740edb635b2/9", "deck": "/decks/019de06f-ed69-7099-bf1b-6740edb635b2", "deckAnchor": "/decks/019de06f-ed69-7099-bf1b-6740edb635b2#slide-9", "deckJson": "/decks/019de06f-ed69-7099-bf1b-6740edb635b2.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.22 }, "kind": "list", "text": "14 states have legalized online sports betting, representing approximately 24% of the U.S. population\n9 states are currently live, representing approximately 13% of the U.S. population\nDraftKings (including SBTech) is live in 6 states, representing approximately 11% of the U.S. population", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:10:18.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee20492f-b2fa-410a-89f7-f2855362d663", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "Following the repeal of the Professional and Amateur Sports Protection Act (PASPA) in May 2018, 21 states, representing approximately 36 percent of the U.S. population, have legalized sports betting in some form (retail, mobile, or both)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:10:18.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9112d0a-9bb2-4a8a-ab28-ad5705436d9e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.85 }, "kind": "source-note", "text": "Source: “U.S. sports betting tracker” from Gambling Compliance; “Where is sports betting legal in the U.S.?” from Legal Sports Report, U.S. Census Data as of July 2018", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:10:18.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61f9eef1-f00f-4759-bb87-21e61c9ba33e", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.8, "x": 0.1, "y": 0.3 }, "kind": "table", "text": "State list with population % and status columns", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:10:18.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1261eae-edce-41e4-82e9-fdb3531b69e9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "SPORTS BETTING IS LEGALIZED IN STATES REPRESENTING JUST OVER ONE-THIRD OF THE U.S. POPULATION", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:10:18.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f3b4bf4-672e-46cf-9f49-91506116fe58", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Market Size", "beatId": "a668302a-06fc-4fd0-be47-55168fdcb4c7", "matchId": "b4834010-c488-4e07-93de-48cc9e87fa7f", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Slides 7-11 focus on market sizing and the massive global market opportunity.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). 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"kind": "disclaimer", "text": "Source: State gaming and lottery commissions, Legal Sports Report. Note: NJ market share separates Stars/Resorts and PointsBet GGR from DraftKings' and FanDuel's licenses, respectively. PointsBet OSB GGR estimated as ~12% of license. (1) Excludes PA and NH as full months of data unavailable for the period. YTD calculated excludes month of launch for WV and IN. 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"notes": "The chart highlights DraftKings' growth from 10% to 15% market share in NJ over 2019.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:10:20.739+00", "seconds": 3.256, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-ed69-7099-bf1b-6740edb635b2/15", "deck": "/decks/019de06f-ed69-7099-bf1b-6740edb635b2", "deckAnchor": "/decks/019de06f-ed69-7099-bf1b-6740edb635b2#slide-15", "deckJson": "/decks/019de06f-ed69-7099-bf1b-6740edb635b2.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.45, "x": 0.48, "y": 0.24 }, "kind": "chart", "text": "NJ iGaming Market Share", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:10:20.739+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dae31f9f-f839-4f4e-94e7-35d3c9418e16", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.04, "y": 0.24 }, "kind": "list", "text": "New Jersey iGaming has been legal for five years and DraftKings is the newest entrant. DraftKings has established itself as the #2 player in New Jersey within one year of launch and with very little marketing spend. 98% of DraftKings’ iGaming paid users have been cross-sold from other DraftKings’ product offerings; most traditional casino-based operators do not have a comparable user data base. DraftKings has the potential to establish higher market share in states where there are no incumbent iGaming operators. 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