1:11:54Five $10M+ Ideas (from a guy who's done it 3 times)
From My First Million · Published Jul 4, 2025 · Watch on YouTube
TL;DR
Shield (guest) shares five non-venture-scale business opportunities: affinity-based retirement communities (e.g., Indian retirees, flying enthusiasts), Yelp-for-professional-services (like Sam’s List for accountants), a teeth-cleaning-only clinic (unbundling dental checkups), hotel pizza delivery (Pizzeria Luna), and an in-person school for AI/software tools.
Key insights
- The “dot collector” concept: you can’t connect the dots forward, so your job is to collect them; Shield’s examples include going to China for headphones, living in India on $1/day, and attending rando
- The Thistle business model solved food waste by requiring customers to order meals by Friday for the upcoming week (subscription), unlike on-demand competitors (Sprig, Muntry, Spoon Rocket) that waste
- Shield invested in Flexport after bonding with founder Ryan over buying discounted Uber credits (advertising their referral codes with AdWords, then buying credits from a guy in India).
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