PodcastMy First MillionShaan Puri

3 businesses we think are about to blow up

The discussion examines business models spanning insurance and membership organizations, healthcare sharing, and film production and distribution. Speakers highlight how recurring memberships can bundle services and protection, while film examples show that marketing can exceed production costs and that distribution can limit audience reach. They also discuss potential opportunities in differentiated independent films and values-based entertainment.

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Key Takeaways

The Knights of Columbus combines a century-plus life-insurance business with a large local-chapter network, and the speaker says its fastest-growing membership segment is now men ages 30–40 rather than older men.

Paid membership organizations can bundle specialized services with protection: Good Sam charges a couple hundred dollars a year for RV insurance and campground discounts, while the USCCA charges $300 for monthly firearms training and shooting-related legal insurance and is attributed about $400 million in annual revenue.

The speaker describes healthcare sharing as potentially costing around $1,000 a month versus $2,000 for Blue Cross, including members coordinating payment for a $40,000 surgery, but cautions that such programs may not be legally obligated to pay as contractual insurers are.

TECHNOLOGY

Oxytocin Proposal — The speakers discuss Palmer Luckey’s idea of using oxytocin alongside marriage counseling to address divorce, but say its efficacy and safety are unestablished. They present it as an intriguing potential business idea, not a validated treatment.

“I would try to end the tragedy of divorce with oxytocin doping for marriage counseling. We understand mammal pair bonding pretty well…”—

ECONOMY

Film Tax Write-Off — One speaker says a film tax write-off, as described in the conversation, requires the project to enter production and money to be spent. Merely proposing a project would not qualify.

“But it's it's not that good like you can it's a you can write it off but it has to be has the thing has to go into production…”—

MARKETS

Insurance Revenue — The speaker says the Knights of Columbus earns money by selling life insurance to members. The speaker describes it as a large business that has operated for more than a century.

“But the way that they make money is they sell life insurance to their members and they crush it…”—

Younger Members — The speaker says the Knights of Columbus is growing fastest among men ages 30–40, after decades when its membership was mostly older men. The organization has about 14,000 local chapters, according to the speaker.

“And I think that this is a really interesting business for a couple reasons. Number one, the Knights of Columbus, they are actually growing mostly through young men…”—

Good Sam Model — The speaker describes Good Sam as an RV-owner membership that costs a couple hundred dollars a year and offers RV insurance and campground discounts.

“Good Sam is if you own an RV, you spend a couple hundred a year and you get some better insurance for your RV, but you also get like you…”—

Biohacking Business Bets

The hosts recall earlier conversations about GLP-1s, testosterone, sperm freezing, and IVF before introducing oxytocin as a possible new health trend.

Oxytocin And Divorce

Inspired by Palmer Luckey’s pitch to use oxytocin in marriage counseling, the hosts consider whether bonding chemistry could become a compelling business proposition.

Oxytocin And Bonding

The hosts describe oxytocin’s role in bonding, discuss eye contact and personal experiences, and raise the possibility of products that amplify social connection.

Fringe Health Trends

The hosts compare oxytocin’s uncertain prospects with peptides and psychedelics, noting how once-fringe interventions can gain acceptance while warning against relying on anecdotes.

Knights Of Columbus

The hosts explain how the Knights of Columbus began as a mutual aid society and grew into a large membership organization that sells life insurance to members.

Membership And Insurance

Examples including Good Sam, concealed-carry groups, healthcare-sharing programs, and AARP illustrate how trusted communities can bundle belonging, discounts, and financial products.

Angel Studios Model

The hosts describe Angel Studios’ values-based programming, membership-funded audience, and member voting process as the company builds a sizable streaming business.

A24 Independent Films

The hosts frame A24 as a response to Hollywood’s risk-averse reliance on franchises, highlighting differentiated independent films and unconventional marketing.

Film Marketing Economics

The discussion compares production and marketing budgets, explains how distribution shares reduce box-office proceeds, and notes the hit-driven economics of creative industries.

Film Distribution Risks

The hosts note that many completed films never secure distribution, discuss the limits of film-investment tax write-offs, and close with brief Grindr merchandise banter.

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Important Disclaimers

Not Investment Advice: For education only — not financial, tax or legal advice.

AI-Generated: Made by AI from source transcripts and may contain errors.

No Guarantees: Past performance does not predict future results; investing carries risk.

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