Metaverse IRL, Bollywood Protein Powder & AI Gadgets That Suck (#507)

Synopsis

Sam and Shaan discuss metaverse interviews, ZozoFit's 3D body-scanning suit, AI and wearable gadgets such as the Rewind Pendant and Ray-Ban Meta glasses, Instacart and Klaviyo public listings, India's fitness craze, Bollywood-fan protein powder, CB Insights possibly selling for $1B, Metropolis buying SP Plus for $1.5B, and Constellation's vertical SaaS blueprint. The main business idea is a consumer protein brand tied to Indian fitness influencers, alongside vertical SaaS and wearable-tech commentary.

Ideas in this episode

• Local services roll-up

  The MFM episode contrasts the Bollywood protein-powder idea with Constellation's vertical SaaS blueprint and several public-company observations. The local-services angle is to study durable vertical software economics rather than defaulting to a trendy consumer product.

• Vertical SaaS for a specific industry