Defensible Agent Workspace
Agentic browsers are spreading faster than compliance can contain them. Regulated firms need attestable execution with defensible logs, not magic.
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.
Portal Automation Operations Service
Browser automation templates are commoditizing. The durable margin sits in maintenance contracts, monitoring infrastructure, and vertical-specific operational knowledge.
Model-Agnostic Agent Platform
DeepSeek's MIT release and MCP standardization created enterprise demand for agent governance infrastructure. Build the operational trust layer hyperscalers won't prioritize.
AI Copilots For Professional Associations
OpenAI's Australian workforce initiative proves AI training infrastructure is becoming quasi-regulatory. Professional associations control certification but lack credible curriculum—creating arbitrage.
Cross-Platform AI Companion For Twitch & Discord
Character.AI users spend two hours daily with AI companions trapped in single apps. Nobody owns the cross-platform identity layer yet.
Vertical AI Content Desk for Niche Industries
TokTak validated URL-to-content for everyone. Now build the vertical agent that owns one industry's entire marketing workflow.
Trust Layer for TikTok Shop
TikTok Shop users regret 23% of purchases. Build the trust layer that captures post-viral buyers seeking quality over hype.
Micro-App Studio Opportunity
Wabi and Lovable validated AI app creation infrastructure. The real opportunity isn't building apps—it's becoming the monetization layer that captures portfolio value.
Leadership Practice Simulator
Leadership development hits $82B annually while 60% of new managers fail. PwC validated VR training works—nobody owns the simulation layer yet.
Vertical AI GM for Nail Salons
Jimdo's AI assistant increased customer outcomes 40% by recommending actions, not reporting data. Nail salons need vertical AI GMs they can afford.
Non-Food Smart Vending Platform
Beauty, tech, and collectibles vending hit $17.7B, tracking to $53B by 2035. Most operators don't know it exists.
Roblox Creator Asset Production Pipeline
AI just commoditized 3D generation. Roblox demand is spiking. The gap between "cool demo" and "shippable, engine-ready assets" is wide open.
AI Coaching Platform for High-Stakes Conversations
Yoodli's $40M raise validated AI conversation coaching. But the highest-stakes talks—layoffs, terminations, bad news—remain untouched. That's a $34B gap.
AI-Native Music Label Infra
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.
Vertical AI Tools for Creative Micro-Cultures
Vertical AI hit $5B in legal. The $115B market is expanding at 24.5% CAGR—but creative micro-cultures remain underserved by generic tools.
24/7 AI Ambient Content Infra
Live streaming hits $345B by 2030, but no turnkey platform exists for 24/7 AI-generated worlds—leaving a B2B infrastructure gap wide open.
Trust Infra for Consumer Supplements
The NIH has the data. NatMed Pro serves clinicians. Nobody's built the developer-friendly API for consumer wellness apps drowning in supplement chaos.
Human-Only ID Layer
Jack Dorsey's funding anti-AI platforms while identity verification hits $20B. The infrastructure for human-only spaces is missing its consumer layer.
Livestock Disease Detection Intelligence Platform
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.
Podcast Convo Aggregation Platform
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.
Canonical Context for Crypto
Lore's $1.1M validates context infrastructure for obsession economies. Crypto analysts manually stitch narratives for hours. Build the canonical layer.
Government Purchase Compliance SaaS
Federal micro-purchase threshold jumps 50% to $15K, expanding quick-buy software territory while compliance friction blocks $200M+ in trapped government SaaS spending.
Smart Ring to XR Middleware
Smart rings hit $417M in 2025, XR hand tracking fails 40% from occlusion. Nobody's built the translation layer between them yet.
Video Revenue Attribution Platform
Vimeo's semantic search breakthrough transforms dead video archives into queryable databases, but nobody's building the revenue attribution layer enterprises desperately need.