3 businesses we think are about to blow up

My First Million • • 47min → 2 min • #54
3 businesses we think are about to blow up
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Summary

  • This episode of My First Million explores three business opportunities the hosts believe are poised for significant growth: oxytocin-based interventions for relationship bonding, fraternal-organization models that monetize loneliness through financial products, and faith-based media studios that build owned audiences and monetize via subscription and community governance.

Oxytocin dosing for marriage counseling and social connection

  • Palmer Luckey (Anduril/Oculus founder) answered “what would you do starting from zero?” with: end the tragedy of divorce through oxytocin doping for marriage counseling, arguing most people who split should stay together, especially for kids.
  • Oxytocin is the mammalian pair-bonding hormone released during childbirth, breastfeeding, sex, cuddling, and eye contact; prairie vole studies show it drives lifelong monogamy and partner guarding.
  • Small human studies suggest oxytocin increases distance from attractive alternatives and amplifies existing social feelings (positive or negative) rather than creating artificial attraction.
  • The compound is unregulated and purchasable in bulk (e.g., Sigma Aldrich); biohacking communities (especially autistic/Asperger’s and PTSD subreddits) have been self-experimenting with nasal sprays for years, logging daily effects on eye contact, conversation quality, and emotional warmth.
  • Companies like BlueChew and Hims already sell adjacent men’s-health products; the hosts predict oxytocin nasal sprays will enter mainstream telehealth within 12 months, marketed for divorce prevention, team cohesion, and social deficits.
  • Caveats: limited clinical data, safety/efficacy not proven, but the framing — “highlighting” existing feelings rather than a “love potion” — makes the concept more plausible and marketable.

Fraternal organizations as a loneliness-solution business model

  • Knights of Columbus (founded 1882 by Father McGivney in New Haven) began as a mutual-aid society for widows/orphans; today 2–3M members, $30B assets, ~$10B annual revenue, 14,000 local chapters.
  • Core model: shared-identity community (Catholic men) meets locally for charity/service; monetizes by selling life insurance and financial products to members who trust the brand.
  • Growth driver: men aged 30–40 are now the fastest-growing segment, reversing decades of aging membership.
  • Parallel examples: Good Sam (RV owners, discounts + tailored insurance), USCCA (concealed-carry holders, training + self-defense liability insurance, ~$400M revenue), AARP (licenses brand to UnitedHealth for Medicare plans).
  • Key insight: the community is the customer-acquisition channel; the financial product is the high-margin backend. Tax advantages exist for mutual-benefit structures but aren’t required for viability.
  • Health-care sharing ministries operate similarly but carry regulatory ambiguity (not legally obligated to pay claims); the hosts prefer the insurance-partnership model over direct underwriting.

Faith-based and values-driven media studios

  • Angel Studios (founded by Neal Harmon, ex-PooPourri/Squatty Potty marketer) — values-based “A24 for faith audiences”: 3M paying members ($13–20/mo), $450M ARR, public company.
  • Origin: built a content-filtering tool to strip profanity/sex from mainstream films; sued by studios; pivoted to producing original “clean” content (The Chosen — 200M viewers, 7 seasons).
  • Distribution innovation: members vote on greenlighting projects (70% threshold); marketing via guerrilla stunts (e.g., Kevin James in a tux holding flowers at the Super Bowl with empty seats beside him).
  • Unit economics: $14M production + $40M marketing = $54M all-in; theatrical split ~50% to exhibitors, so a $250M box-office hit yields ~$125M to studio — ~2.3x return on the hit, which must cover multiple flops.
  • A24 comparison: reacted to Hollywood’s risk-averse “four-quadrant” sequel strategy by acquiring low-budget indie films ignored by majors; built brand via limited merch, viral marketing, and auteur trust.
  • Broader pattern: every dominant trend creates a counter-trend opportunity (Facebook → Snapchat, calorie abundance → GLP-1s, screen saturation → brick/screen-time apps); values-based media is the reaction to Hollywood’s homogenization.
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