The Superfan ID Heist
Secondary ticketing will grow $18B by 2030 while Ticketmaster blocks 200M bots daily and still loses. Weverse proved portable fan credentials work for K-pop.
B2B SaaS
B2B SaaS highlights the tools running the modern economy — from compliance automation to workflow optimization. These opportunities reveal where software quietly transforms business infrastructure behind the scenes.
Robot Fleet Sensor Hygiene: $30B Automation Stack
Robot fleets degrade silently from sensor contamination. The warranty-safe compliance layer preventing mystery downtime remains unbuilt across OEMs.
Stripe for AI Agents
Coinbase and Google shipped agent payment rails. Nobody built the governance layer that makes CFOs approve production deployment.
Google and Shopify Just Created a $385B SEO Problem
Google and Shopify shipped the Universal Commerce Protocol in January 2026. Merchants have zero visibility into whether AI agents can see or recommend their products.
The Rover Gap: Trust Infra for 17.6M Exotic Pets
17.6 million exotic pets have no Rover. Mainstream platforms exclude them, creating a defensible wedge in specialized care infrastructure.
The Second Screen Gold Rush
Multi-device sports viewing hit 29% globally while Bluesky opens live-event distribution. The real opportunity is the structured intelligence layer nobody owns yet.
The Memory Layer ($20K MRR/Client)
Fortune 500s lose $31B yearly to organizational amnesia while RAG implementations fail on governance gaps. Build the governed event graph of decisions and incidents that becomes required infrastructure.
Patrol-as-a-Service
The roof inspection market is real and growing. Nobody's selling it as recurring patrol instead of one-off service calls.
The AI-Native Law Firm: Follow YC's Service-as-Software Bet
Traditional law firms bill by the hour. AI-native providers charge flat fees and deliver same-day. The economics just inverted.
Permission Firewall for OpenClaw
Government warnings and front-page breaches validated what's missing: a permission firewall for agents that non-security operators can actually configure and deploy.
Reddit's 51% Bot Problem Is a $9.6B Opportunity
Reddit retired its front page because bot manipulation made it unmanageable. The credibility layer sitting on top is a three-tier subscription business.
The "March for Billionaires" Is a Meme. The Tax Isn't.
Policy chaos and AI-era equity wealth are minting thousands of founders who need tax planning tools that don't exist yet.
The Shadow-Health Router
Async telehealth infrastructure is mature, Hims proved privacy-seeking behavior converts at scale, but episodic stigmatized symptoms remain fragmented and underserved.
OpenAI Prism Heist
OpenAI's Prism standardized ML research authoring. The next layer is distribution—turning papers into model cards, demos, and landing pages researchers already need.
The Newsletter → TV Play: Substack's Living Room Push Created Your Opening
Substack launched TV apps without solving production. Build the format-to-FAST infrastructure that turns newsletter writers into programmed channels.
Digital Protective Services for Kids: $500M Heist Hiding in Plain Sight
Organized abuse networks operate on mainstream platforms. Parents pay monitoring prices for crisis-level threats. The arbitrage between surveillance software and protective services is structural.
The Attention OS Heist
The gap between ineffective screen time dashboards and $800 minimalist phones creates a billion-dollar opportunity for behavior-aware phone coaching
The Glitch Box
Pop Mart printed $1.8B selling blind-box uncertainty. Subscription boxes churn at 70% annually. The ones that survive turn surprise into ritual backed by trust.
The Scenario Factory Heist
Synthetic data crossed from experiment to infrastructure as AI agents ship into liability zones without proper tests, creating demand for constraint-validated scenario engines.
The Reddit Jury, Packaged for Normies
Reddit hit 116 million daily users while blocking scrapers. Build the decision layer that turns messy threads into structured verdicts, legally and profitably.
The Smoke Alarm for the Internet
Academic research just proved you can generate search queries from content before volume appears. Meta deployed it with 91 percent precision gains. Creators will pay.
The Anti-Tinder Arbitrage
Dating apps are losing 600K users while IRL events surge 42 percent. The infrastructure layer underneath this shift doesn't exist yet.
The Suburban Sim-Room Club
Off-course golf now exceeds on-course participation while home simulators proliferate in suburbs. The membership access layer doesn't exist yet.
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.