TID's 3 - 2 - 1

3 Tweets, 2 Podcasts, 1 Article

Each week we share business ideas and opportunities that you can use to build your next big business. You’ll also find tweets, articles and a lot more to keep you updated on the latest business trends.

This week you will find:

1. TID’s 3-2-1 (3 Tweets, 2 Podcasts, 1 Article)

2. TID’s Book Recommendation

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Siddharth and Sahil are on vacation so this will be a shorter edition. We’ve been thinking of splitting the newsletter into Content Curation (Sat/Sun) & Industry Deep Dives (Wed) so let us know if you like today’s edition.

Move TID to Primary!

If you’re reading this on Gmail and our mail dropped into your Promotions Inbox - please drag and drop us into your Primary Inbox, it’ll help us a tonne.

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3 Tweets

1. Cyber security is a not-sexy, under-invested, fast growing, B2B space → huge potential to build a Big Bootstrapped Business (BBB). Know someone we can talk to about cyber security trends and opportunities? Send us an email.

   Steph Smith @stephsmithio

   💡 Cyber insurance loss ratios have increased for years, despite exponentially growing rates. Loss ratio = (costs + claim payments)/premiums In other words, cyber security is becoming an exponential issue.

   

2. We spoke about the potential for ‘Clout Kitchens’ in one of our earliest Podcasts/Newsletter. Popchew is trying to make it easier for influencers to make their own Clout Kitchen.

   Joe Sweeny @JoeySweeny

   Popchew just raised $3M to build Mr. Beast-Burger-style food franchises for creators It's like Uber Eats meets Supreme meets Carbone. + @APompliano's Bitcoin Pizza was Popchew's first ever sale. A business model breakdown 👇

   

3. Prediction - we’re about to enter a VC/PE winter. Inflation rises in the West → Fed increase lending rates → constrained money supply → money becomes expensive again → lower investment abroad and in VC/PE.

   Doug Ludlow @dougludlow

   Founders - if you haven't already started on a path to break-even, start immediately. In 2022, VC's are going to pull back massively, and the companies addicted to VC dollars are quite simply going to die. Don't let someone else determine your destiny - push for breakeven NOW.

   Vaibhav Domkundwar - vaibhavbetter.eth @vaibhavbetter

   Why are you profitable? You aren't thinking big enough. Invest in growth, bro! ... not hearing much of that right now :) ps: we have a bunch of "profitable" companies.

Bonus Tweet for the 2022 F1 Season

This Tweet answers why brands invest in their F1 teams - especially Red Bull, a soft drink manufacturer.

A single car launch brought Mercedes $4.5 million worth of brand engagement online. Imagine this over an entire season and the investment in F1 is well worth the returns for these brands. Even Haas.

Zoomph @Zoomph

The newest Drive To Survive and Formula 1 seasons are coming up fast, and last month teams created their own hype on social with grand reveals of their new cars for 2022🏎️ A look how each @F1 team's launch day went🔽

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2 Podcasts

Eric Mandelblatt - Investing in the Industrial Economy by Invest Like the Best with Patrick O'Shaughnessy

Commodity prices have been behaving like crypto for the past few weeks. This Podcast is a good reminder of the physical limitations behind most commodities and the prices behave the way they do.

Interesting Twitter discussion on this episode - especially the replies by Dave Lee. Click on Dave’s reply to see his detailed response to the episode.

Nick Huber @sweatystartup

Electric vehicles will be luxury goods for the next 20 yrs. Not enough copper production in the world to upgrade the electrical grid or make the batteries req at a reasonable cost for mass adoption. As EVs get more expensive, they will make less sense for 98% of ppl.

Also, indigeneous Battery Manufacturing is going to be an important industry for India in the next few decades. Expect heavy investment and lots of new brands coming up.

Building a $5 million Restaurant Chain with Ankit Gupta from Burma Burma by The Indian Dream

Ankit Gupta, co-founder of Burma Burma, built a chain of restaurants that’s present in 6 cities across the country.

What makes Burma Burma’s success unique is that it is a vegetarian, Burmese restaurant with no alcohol. Burmese cuisine didn’t even exist in the Indian consciousness before Burma Burma.

This episode is a great example of counter-positioning in the tough business of restaurants.

Ankit deep dived into topics such as:

👉🏼 How to validate a restaurant concept before investing heavily
👉🏼 The challenges of building a restaurant business
👉🏼 Economics of running a restaurant
👉🏼 Marketing for Restaurants
👉🏼 Team, talent, and processes required to scale a restaurant from one city to Pan India.

And lastly, we talked about how Burma Burma is using their brand to build a D2C brand that revolves around all things Burmese.

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1 Article

The Crypto Mortgage Arrives (At a Price)

We’re big believers in the ‘picks & shovels’ approach to building businesses for new trends. That’s exactly what this article explores.

Crypto has been the most hyped trend around the world for the past few years. The early ‘picks & shovels’ businesses were the crypto exchanges like Coinbase, WazirX, etc. which laid the foundations. The next wave of crypto will be driven by businesses like Milo which are trying to build the overall structure for Crypto to act as a secure financial asset.

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TID’s Book Recommendation

The Great Mental Models Volume 1: General Thinking Concepts by Shane Parrish

That cover design 😍

We constantly look at the world through mental models and don’t even realise it.

For example, should I trust the article I just read about Ukraine? You’ll pass it through a model that critically analyses the piece to find biases, google the author, and read other articles on the website. Through experience, you’ve been able to build this model that helps you decide whether or not to trust a news website.

But you don’t have enough time to build models about everything.

Learn from the mistakes of others. You can't live long enough to make them all yourself

Shane Parrish lays out mental models that help you better navigate life and business. Our favourite mental model was ‘The Map Is Not the Territory’ which basically asks you to question the mental model you’re using to make your decisions. Model-ception.

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That’s it from us this week! Share this with your friends, family and colleagues who want to stay on top of Market Trends and Business Ideas & Opportunities!

Until next week!

Sahil & Sid