54:11If you’re in your 40s, build a business on these trends.
From My First Million · Published Mar 6, 2026 · Watch on YouTube
TL;DR
The episode identifies six trends: declining alcohol consumption (with substitutes like nicotine pouches, weed, and fitness), rising psychedelic use, the Voltra resistance-based gym device (eccentric/concentric load control), physical AI devices in meeting recorders and toys, peptides becoming mainstream supplements, and the explosive but dangerous growth of sports betting/prediction markets.
Key insights
- Alcohol inventories as a percentage of sales for major spirits brands have risen from under 20% (2011) to 60–80% (2025), indicating a broad decline in drinking that extends beyond tech/biohacker bubbl
- Substitutes for alcohol include non-alcoholic drinks (Athletic Brewing), nicotine pouches (Zyn), focus pouches (Ultra – $16/can, 1M cans sold in 6 months), weed, scrolling, and exercise.
- Ultra raised $11M in 2025 for non-nicotine focus pouches targeting “high performers” at Facebook, Goldman, Sequoia; they claim #1 global position for nicotine-free pouches.
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