The Identity Licensing Broker
AI voices need verified, licensed identities. Build the compliance infrastructure routing creators to enterprise brands—the boring rails play before platforms consolidate.
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.
Pixar Booth Economics: Camp Programming Built on Commodity AI Animation
Meta validated sketch-to-animation. Apps shipped it to consumers. Nobody built the compliant, repeatable event format that camps and museums actually purchase.
ChatGPT Ads Created a Category. Here's How to Own It.
OpenAI's ad rollout proves commercial incentives now influence AI outputs. Organizations need provable governance—ChatGPT's controversy is your distribution wedge into B2B infrastructure.
Polymarket For News Sites
Prediction markets hit $10B monthly volume while media trust collapsed to 28%. The infrastructure connecting odds to articles doesn't exist yet.
DramaBox Is Paying $5K Per Script. Here's the System Play.
Vertical drama platforms hit $700M quarterly with public supply shortages. The asymmetric move: become the data-driven studio feeding the ecosystem.
Portable Identity for Dating: The Raw.id Play
Tinder and Bumble mandate verification but can't share reputation data. Build the neutral trust layer selling badges to users and behavioral signals to platforms.
Life Alert for Millennials
A Chinese app proved millions will pay for daily proof-of-life. The U.S. market is 40 million households and wide open.
The Pre-Visit Brief: ChatGPT Health Just Validated a $23B Format Nobody Owns
OpenAI spent two years validating patient demand for visit prep, then shipped with a disclaimer. The format gap is your opening.
The $10M Play: Turn Cowork Into Vertical AI Staffing
Anthropic's Cowork proves AI can execute real work. First movers will own specific job roles in unsexy industries—$1.8M ARR in 18 months.
Vertical Search Optimization (VSO)
Gen Z searches on TikTok. Marketing budgets haven't moved. Build the rank tracking and agency services for the non-Google search layer.
The Stripe for O-1 Visa Evidence
Creator O-1 visas hit 10K+ annually, but lawyers can't turn TikTok dashboards into USCIS exhibits. Build the translation engine.
Co-Star's Playbook for Founders
How "decision hygiene" became a $3B category — and why timing tools are the next founder productivity unlock
Calm's Missing Category: Dream Incubation Marketplace
Sleep content hits 2M hours monthly, MIT proved you can steer dreams with audio, and creators need new monetization surfaces. Monetize the one place creators still don't own: your unconscious mind.
The Shopify Moment for AI Labor: Owning Worklines on MuleRun
MuleRun hit 600K users offering promotional economics to fill their marketplace. Workline owners capture value; single-agent builders get commoditized.
Build the Auth0 of AI Context Control
Redaction destroys LLM context. Pseudonymization preserves it. Ship the governance control plane regulated industries will pay six figures for.
The Creator Pension Fund Heist
Spotter raised $200M proving creator catalogs are worth billions. YouTube shipped localization tools that grow them. The operating company is still unbuilt.
DoorDash Just Opened the Taste Graph Gold Rush. Here's How You Win.
DoorDash's Zesty proves taste graphs beat social graphs. Beli and Letterboxd validated the model. The infrastructure layer is wide open.
Build the AI Music Passport Agencies Will Pay $999/Month For
Universal and Warner legitimized licensed AI music while Spotify mandated disclosures. Agencies deploying tracks commercially need compliance documentation that doesn't exist yet.
The PrayScreen Playbook: 90 Days to $50k MRR on Organic TikTok
VCs poured $175 million into faith apps, validating what religion knew all along: obligation beats motivation. The micro-niches are wide open.
Snack Drop Hunter + Data Play
QSRs run $200K limited drops with no real-time visibility. Build the verified hunt map that becomes their demand oracle.
Build the Training Layer Series B Companies Actually Need
L&D headcount down 4%, external training spend up 23%—Series B companies need workflow training that auto-updates when their SaaS tools change.
Search In The AI Age (Build What Google Can't)
AI-generated content now sits at 17-19% of search results. RAG teams manually rebuild allowlists. Build the trust graph as infrastructure before specialized data providers do.
The Stripe Play for AI Companion Apps (Collect the $5M Compliance Toll)
New York and California mandated crisis detection for AI companions. 337 apps need compliance infrastructure by January. None want to build it themselves.
The Bluesky Feed Heist
Bluesky's custom feeds fragment distribution across hundreds of micro-algorithms. The cross-tool measurement and monetization layer doesn't exist yet—same opportunity SEO tools captured with Google.