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July 31, 2026
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Honestly, OnlyFans. Both OF's business model and the business model of being a content creator. Easy fucking money for everyone involved.
I always thought that the content creation was a tough industry, with a lot of folks trying and failing to get traction.
1) SaaS (in the right hands)
2) GP of a fund
3) Metals royalty streaming
There are other very strong business models (for example, 1 person digital media) that have high margins but run out of steam due to reinvestment
Anything within SaaS, I feel something like an ERP is far stickier than a lot of the standalone stuff e.g. expense tracking/reporting.
Healthcare insurers
- Market makers (Jane Street, Citadel, etc)
- Google
- Arm
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