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vlad tenev

T2 · manager / operator

Co-founder and CEO of Robinhood Markets, discussing the rapid growth of prediction markets as a new business line.

4 calls·1 name·100% bull·last heard last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$HOODRobinhoodposition

Robinhood CEO says prediction markets are fastest-growing business line at 6B contracts monthly

Prediction markets have become Robinhood's fastest-growing business, scaling from zero to 6 billion contracts in July (20x YoY), driven by sports and election betting, with expansion into financial events and crypto assets; regulatory uncertainty exists but demand is irreversible.

Bloomberg Tech2026-08episode →

most discussed · click a bar to filter

  • $HOOD

recurring themes

  • Prediction Markets2
  • Fintech1
4 total
$HOOD
···
Robinhood
HIGHvlad tenev·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026· position
Robinhood CEO says prediction markets are fastest-growing business line at 6B contracts monthly
Prediction markets have become Robinhood's fastest-growing business, scaling from zero to 6 billion contracts in July (20x YoY), driven by sports and election betting, with expansion into financial events and crypto assets; regulatory uncertainty exists but demand is irreversible.
"IT'S THE FASTEST-GROWING BUSINESS LINE WE HAVE HAD, GOING FROM BASICALLY ZERO WHEN WE LAUNCHED FOR THE 2020 ELECTION ALL THE WAY TO HUNDREDS OF MILLIONS. WE DID 6 BILLION CONTRACT…"
12:38
$HOOD
···
Robinhood
HIGHvlad tenev·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Prediction markets become Robinhood's fastest-growing line with 6B contracts in July
Prediction markets have exploded to 6 billion contracts in July (20x YoY), becoming Robinhood's fastest-growing business line as sports and elections ignite retail demand for putting money behind specific outcomes.
"IT'S THE FASTEST-GROWING BUSINESS LINE WE HAVE HAD, GOING FROM BASICALLY ZERO WHEN WE LAUNCHED FOR THE 2020 ELECTION ALL THE WAY TO HUNDREDS OF MILLIONS. WE DID 6 BILLION CONTRACT…"
12:38
$HOOD
···
Robinhood
HIGHvlad tenev·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Prediction markets become Robinhood's fastest-growing business line with 20x YoY growth
Prediction markets have exploded from zero to 6 billion contracts monthly, expanding beyond sports and elections into financial events and crypto, driven by retail demand for outcome-based speculation, despite regulatory uncertainty.
"IT'S THE FASTEST-GROWING BUSINESS LINE WE HAVE HAD, GOING FROM BASICALLY ZERO WHEN WE LAUNCHED FOR THE 2020 ELECTION ALL THE WAY TO HUNDREDS OF MILLIONS. WE DID 6 BILLION CONTRACT…"
12:38
$HOOD
···
Robinhood
HIGHvlad tenev·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Robinhood's prediction markets business explodes to 6B contracts in July, up 20x YoY
Prediction markets have become Robinhood's fastest-growing business line, driven by sports and election betting, expanding into financial events and crypto assets; regulatory uncertainty will resolve with a federal framework.
"IT'S THE FASTEST-GROWING BUSINESS LINE WE HAVE HAD, GOING FROM BASICALLY ZERO WHEN WE LAUNCHED FOR THE 2020 ELECTION ALL THE WAY TO HUNDREDS OF MILLIONS. WE DID 6 BILLION CONTRACT…"
12:30
8
Prediction Marketstailwind
Prediction markets surge 20x YoY to 6B monthly contracts, expanding beyond sports into finance and crypto
Retail demand for event-based contracts has exploded, creating a new asset class that blends gaming, finance, and information markets; regulatory path favors federal oversight, ensuring durability.
8
Prediction Marketstailwind
Prediction markets explode 20x YoY to 6B monthly contracts on Robinhood
Prediction markets have evolved from sleepy niche to Robinhood's fastest-growing business line, driven by sports and election betting but expanding into financial events and crypto assets; regulatory federal vs. state tension exists but demand is structural and irreversible.
8
Fintechtailwind
Robinhood builds 13-line financial super app with trade-linked social network
Robinhood is unifying investing, spending, credit (3% cashback Gold Card), pro trading (Legend), and a social network where every post is backed by verified portfolio data — creating a flywheel where retail engagement drives asset growth across 13 business lines each exceeding $100M ARR.