Startup Heist | Briefings

Startup Heist | Briefings

▣ The Illusion of Control

▣ The Illusion of Control

In 1975, Ellen Langer discovered something unexpected: people who chose their own lottery tickets demanded higher prices to give them up than those who were simply handed one. The probabilities were identical. The sense of control wasn't.

▣ The Future of Dating from 1950

▣ The Future of Dating from 1950

In 1950, MIT psychologists discovered your closest friends weren't chosen by shared interests—they were chosen by your doorway's location. Today, singles-focused run clubs are rebuilding that proximity effect outdoors, one route at a time.

▣ The String That Built Toyota

▣ The String That Built Toyota

On Toyota's factory floor, the cheapest person in the building could halt millions of dollars of machinery. With a piece of string. At most companies, that's a firing offense. At Toyota, it was the entire job. Live commerce runs on the opposite religion.

▣ The Shelf Is the Asset

▣ The Shelf Is the Asset

Those little end caps take up maybe 5–10% of the floor. But they move a disproportionate chunk of the goods. Business isn't fair. It's spatial. What if you owned a fleet of end caps?

▣ The Beetles Died for Love

▣ The Beetles Died for Love

In the 1980s, male jewel beetles started mating with beer bottles until they died. The bottles were bigger and shinier than real females. A perfect trap. AI just did the same thing to 3D art. Everyone has assets. No one owns the look. That's the opening.

▣ Nobody's Watching You Eat

▣ Nobody's Watching You Eat

Psychologists found people fear being seen alone more than being alone. Now solo dining is surging 271%, but restaurants still treat the solo guest as an accident. This briefing breaks down the data—and the opportunity to build the solo-first infrastructure layer.

▣ A Tool Without Judgment

▣ A Tool Without Judgment

In 1984, researchers gave novice chess players a computer assistant. The novices got slaughtered. The machine amplified their bad instincts. Masters didn't need it—they had taste. Now a $5B legal AI proves the point: generic intelligence is a trap. The opportunity? Taste engines for the obsessed.

▣ Ambient Money

▣ Ambient Money

Ambient content is exploding, but the infrastructure behind 24/7 AI worlds doesn’t exist yet. From Nothing, Forever to Lofi Girl to DogPack’s WME deal, the pattern is clear: persistence is the new content—and someone is about to build its Shopify.

▣ There Was a Guy Inside

▣ There Was a Guy Inside

In 1770, a chess robot defeated Napoleon. Plot twist: there was a guy inside. First we built machines pretending to be human. Then humans pretending to be machines. Now we need the inverse—proof the human isn't the machine. Jack Dorsey just bet $20B says that's the next platform war.

▣ The Sriracha Oreo Strategy

▣ The Sriracha Oreo Strategy

Nabisco built a flavor skunkworks. Hired lunatics. Shipped wasabi Oreos. The boardroom panicked. Twitter went nuclear. Sales exploded. Because novelty isn't a tactic — it's the entire strategy.

▣ Productivity Trick from 1928

▣ Productivity Trick from 1928

A 1928 lighting experiment revealed a simple truth: people don’t change in private — they change when someone’s watching. TikTok’s Winter Arc is rediscovering that insight at scale, unlocking a $7.3B accountability market hiding in plain sight.

▣ The Waffle House Index

▣ The Waffle House Index

FEMA measures disaster severity by whether Waffle House stays open. Their secret? Knowing exactly what everything costs to replace. Most restaurants don't. With 21 chains bankrupt in 2024, someone's about to build the stock exchange for kitchen gear.

▣ The Petri Dish Problem

▣ The Petri Dish Problem

A forgotten petri dish led to penicillin—because someone finally looked closely. Most companies sit on the same kind of hidden insight today, buried inside their video libraries. Vimeo just cracked open the door. The race to build the revenue layer starts now.

▣ Now They Got Phones

▣ Now They Got Phones

A hidden market is opening: OnlyFans is quietly building a clean, SFW funnel while regulation crushes creators. The real play isn’t content—it’s compliance. Build the white-label stack that removes friction, and you unlock a billion-dollar migration overnight.

▣ Coke Built Santa

▣ Coke Built Santa

Coca-Cola didn’t just market Santa—they built him. Today, brands are repeating the pattern with AI-native talent: owned characters, controlled narratives, measurable influence. The next wave isn’t human. It’s infrastructure.

▣ Crack, Ooze, Arbitrage

▣ Crack, Ooze, Arbitrage

TikTok operators turned sensory physics into a six-figure arbitrage window. The chocolate is just the vehicle. The real play is distribution.

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