My First Million

Brainstorming $100M AI-Proof Businesses

590 snips
Aug 26, 2025
The hosts delve into innovative business ideas that thrive without technology. From exclusive social clubs to specialized pet housing developments, they explore the importance of community and human connection. A standout discussion highlights a $300 million company that promotes phone-free experiences at events, emphasizing the need for deeper social interactions. The conversation also touches on the evolution of coworking spaces designed for creatives, and the balance between patience and urgency in personal and professional growth.
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INSIGHT

Clubs As Durable Recurring Businesses

  • Private social clubs combine recurring revenue with high perceived exclusivity and strong unit economics.
  • Sam argues a typical country club can generate ~$20–25M ARR from membership alone, making it a durable, AI-resistant business.
ANECDOTE

The Battery's Social Pull

  • Michael Birch created The Battery because San Francisco lacked a Soho House alternative and underpriced it intentionally.
  • Shaan recounts seeing celebrities like Snoop Dogg and Elon at these clubs, illustrating their social pull.
ADVICE

Sell Utility, Not Exclusivity

  • Position modern social clubs as useful co-working spaces to scale utility, not exclusivity.
  • Shaan recommends targeting specific user segments (creators, freelancers) and sell practical amenities to grow revenue.
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