The $70M/yr Sports Bar + Sleepy Industries Worth $100M
About This Episode
Sam and Shaan discuss 'Cosm,' a revolutionary immersive sports bar concept generating $70M/year using planetarium-style technology to broadcast live sports. They explore the massive opportunities in 'sleepy' hardware industries like laundry and cooking appliances, and analyze a potential turnaround strategy for Weight Watchers involving clinical weight-loss drugs.
Episode Description
Show Notes
Check Out Shaan's Stuff
Check Out Sam's Stuff
Key Takeaways
Adopt the 'what story is the data telling me?' mindset to avoid cherry-picking data points that merely confirm your existing biases or narratives.
Look for 'sleepy' hardware industries with high unit prices and minimal innovation—such as washers, dryers, and stovetops—as they offer massive market caps with relatively low startup competition.
Perform a monthly '12-box grid' retrospective to identify the 1-3 specific actions or decisions that actually moved the needle, helping filter out 'cost of doing business' noise.
Business Ideas Mentioned
Weight Watchers Clinical Pivot Acquisition
Acquisitions
Premium Next-Gen Home Appliance Brand
Boring Business
Localized Immersive Entertainment Venues
Real Estate