DraftKings CEO Jason Robins and Kirk Goldsberry on the NFL Season, Prediction Markets and UT’s New AI Sports Lab 10/29/26

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DraftKings CEO Jason Robins and Kirk Goldsberry on the NFL Season, Prediction Markets and UT’s New AI Sports Lab 10/29/26

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DraftKings CEO Jason Robins and sports analytics expert Kirk Goldsberry join CNBC's Contessa Brewer and Alex Sherman to explore how artificial intelligence is transforming the business of sports. From DraftKings' expansion into prediction markets and competition with Kalshi to the University of Texas' new Bevo Labs initiative, the conversations examine the future of sports betting, AI-powered coaching, college athletics, responsible gaming and the growing influence of technology on sports.Episode NotesHow is artificial intelligence reshaping the sports industry, from the business of betting to the decisions coaches make on the field?In this episode, CNBC explores two major developments at the intersection of sports, technology and business through conversations with DraftKings CEO and co-founder Jason Robins and Kirk Goldsberry, Executive Director of the Business of Sports Institute at the University of Texas.First, CNBC's Contessa Brewer speaks with Robins about the rapidly evolving sports betting industry, the rise of prediction markets and DraftKings' strategy for competing with platforms such as Kalshi. Robins explains how prediction markets could expand the company's reach into states where traditional online sports betting remains unavailable, including California, Texas and Florida.He also addresses regulatory uncertainty, customer acquisition, responsible gaming and whether prediction markets threaten established sportsbooks. Robins reveals how AI is transforming DraftKings' operations, from software development and automated reporting to customer personalization and marketing.Then, CNBC's Alex Sherman speaks with Goldsberry about Bevo Labs, a new student-run sports analytics initiative at the University of Texas. Drawing on his experience with the San Antonio Spurs and The Ringer, Goldsberry explains how AI, machine learning and advanced data analysis are changing college athletics.Bevo Labs is developing a centralized data infrastructure across Texas' 21 athletic teams to support roster construction, athlete compensation decisions and game strategy. With technology partners including Dell, Google and SHI, the initiative also gives paid student researchers opportunities to apply STEM skills to real-world sports challenges.Together, the conversations reveal how AI is increasingly influencing both the commercial and competitive sides of sports, raising new questions about innovation, regulation, human decision-making and the future of the industry.Topics discussed:DraftKings' growth strategy during the NFL betting seasonPrediction markets and competition between DraftKings and KalshiSports betting regulation and expansion into new marketsHow AI is transforming DraftKings' software development, analytics and operationsResponsible gaming, gambling addiction and self-exclusion safeguardsDraftKings' super app strategy and changing consumer behaviorBevo Labs and the future of sports analytics at the University of TexasAI-powered roster construction and athlete compensation analysisPredictive models, data infrastructure and machine learning in college sportsThe potential for AI-assisted football play-calling and game strategyTechnology partnerships with Dell, Google and SHIThe importance of human judgment as AI becomes more influential in sportsEpisode timestamps:Jason Robins interview with Contessa Brewer01:14 – Why NFL season is DraftKings' biggest customer acquisition opportunity02:52 – Expanding prediction markets into states without legal online sports betting04:21 – Regulatory challenges and DraftKings' prediction markets strategy06:36 – Are prediction markets cannibalizing traditional sportsbooks?09:21 – Competing with Kalshi in the growing prediction markets industry12:26 – Lessons from DraftKings' early competition with FanDuel17:50 – How younger generations are changing sports consumption19:50 – DraftKings' super app strategy and personalized experiences22:50 – Gambling addiction and responsible gaming25:50 – Efforts to create a nationwide self-exclusion system26:51 – Should responsible gaming limits become mandatory?30:49 – Robins reflects on building DraftKings40:20 – How AI is transforming DraftKings' business operations42:41 – Can AI-native startups challenge established sportsbooks?44:39 – Could AI-powered betting predictions threaten DraftKings?Kirk Goldsberry interview with Alex ShermanTimestamps below restart at the beginning of the Kirk Goldsberry interview. They are not cumulative episode timestamps.01:29 – How analytics can improve college sports roster construction02:19 – AI-assisted coaching and real-time game strategy03:21 – Building a centralized data lake for 21 Texas athletic teams04:31 – Paid student researchers and technology career opportunities05:32 – Could AI eventually recommend plays to college football coaches?06:51 – Why sports can embrace AI while remaining a human-centered experience08:52 – Goldsberry's journey from NBA ...

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