Suno's $2.45B Bet Just Opened a New Label Model
Major labels just signed licensing deals with AI music platforms for the first time. The infrastructure shift creates a specific wedge for operators who understand rights, not just tools.
AI & Data
AI & Data tracks where intelligence meets infrastructure. From large language models to automation tools and data pipelines, every opportunity here emerges from a shift in how humans and machines collaborate.
Harvey Hit $5B on Vertical AI—Creative Niches Are Next
Vertical AI hit $5B in legal. The $115B market is expanding at 24.5% CAGR—but creative micro-cultures remain underserved by generic tools.
The Missing Infrastructure Behind Twitch's $345B Ambient Content Gap
Live streaming hits $345B by 2030, but no turnkey platform exists for 24/7 AI-generated worlds—leaving a B2B infrastructure gap wide open.
The $203B Supplement Industry Needs a Stripe for Evidence
The NIH has the data. NatMed Pro serves clinicians. Nobody's built the developer-friendly API for consumer wellness apps drowning in supplement chaos.
Jack Dorsey's Anti-AI Play: $20B Identity Verification Market
Jack Dorsey's funding anti-AI platforms while identity verification hits $20B. The infrastructure for human-only spaces is missing its consumer layer.
Acoustic Disease Detection: $13.7B Livestock Monitoring Market
Acoustic sensors detect livestock respiratory disease 72 hours before symptoms, at 40x lower cost than smart collars—riding precision farming's shift from hardware to intelligence.
Threads Opens Podcast API: The $2.6B Ad Revenue Infrastructure Play
Meta's Threads courts podcasters while Spotify opens comments—but nobody's unifying the fragmented conversation layer across platforms worth $8B in annual ad spend.
Yelp's 12,276% Spike: Build the Digital Burn-away Engine
Burn-away cakes jumped 12,276% on Yelp. Instagram killed third-party AR. Build the cross-platform reveal infrastructure brands need now.
Build 'Lore for Crypto' After $1.1M Fandom Search Funding
Lore's $1.1M validates context infrastructure for obsession economies. Crypto analysts manually stitch narratives for hours. Build the canonical layer.
Lu do Magalu's $2.5M Stack: Brand Talent Infrastructure
Brands spent $24B on influencers with zero IP ownership. Virtual talent infrastructure unlocks the $111B market nobody's productizing.
GSA's $40B SmartPay Program Needs SaaS Compliance Layer ($16M ARR)
Federal micro-purchase threshold jumps 50% to $15K, expanding quick-buy software territory while compliance friction blocks $200M+ in trapped government SaaS spending.
Vimeo's Enterprise Pivot Opens $26B Video Attribution Market
Vimeo's semantic search breakthrough transforms dead video archives into queryable databases, but nobody's building the revenue attribution layer enterprises desperately need.
Target-Ready CPG: FlavCity's $10M Scanner-to-Shelf Playbook
FlavCity's scanner app tracked 18M users' dietary constraints before launching CPG products, reversing the traditional brand-building sequence with data-first manufacturing.
OpenXR Middleware for $2.5B Smart Ring Market
Smart rings hit $417M in 2025, XR hand tracking fails 40% from occlusion. Nobody's built the translation layer between them yet.