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.
Behavior Shift
Startup opportunities born from changing habits, lifestyles, or consumer behavior. Covers new spending patterns, digital adoption, and post-pandemic trends reshaping demand across industries.
Rail Explorers Hit 650K Riders. The $1.2T Outdoor Boom Has Room for More.
Outdoor recreation hit $1.2T in 2023. A fragmented category with proven unit economics and finite infrastructure is consolidating—corridor access is the moat.
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.
PepsiCo Paid $1.95B for Poppi. The $3B Mushroom Coffee Gap Is Wide Open.
Big Beverage is buying culture, not chemistry. Mushroom coffee incumbents still sell generic benefits—leaving identity-first positioning wide open for micro-tribe operators.
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.
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.
Pinterest-Style Commerce for the $18.5B Affiliate Market
Pinterest trained 522M users to shop by aesthetic, but creators can't monetize this behavior outside walled gardens. The embed economy awaits.
How TikTok's Winter Arc Built a $7.3B Accountability Market
TikTok's Winter Arc accidentally proved social accountability drives 85-90% course completion versus 3-15% for self-paced learning, creating a platform opportunity.
TikTok's 86% Relationship Test: $60K MRR Couples App Opportunity
TikTok couples are running relationship tests with 56M+ views. No product captures the data. Gottman's research proves the science.
How CrunchCup's Success Reveals a $2.4B Desk Breakfast Gap
Hybrid workers skip breakfast 39% of the time, eating at desks when they do—creating a TikTok-native convenience play beyond traditional CPG channels.
VRChat Mobile Launch: Build $12K Touch Worlds for Brands
VRChat's mobile launch opened mass distribution. Studios still design for headsets. Brands need phone-first worlds—nobody's shipping them yet.
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.
Discord's $2B Blind Spot: 1B Users, Zero Access
Discord locked paid subscriptions to U.S. only. Telegram's 1B global users need payment optimization. The infrastructure exists. The gap is execution.
Bob & Brad's $2.5k Amazon Play: Creator Hardware Hits Mainstream
Physical therapists with 5M YouTube subscribers launched $2,499 massage chairs on Amazon, proving creators can sell high-ticket hardware with zero customer acquisition cost.
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.
Dubai Chocolate DIY Kits: $180K in 21 Days on TikTok Shop
Smart operators hit seven figures selling Dubai chocolate DIY kits while TikTok Shop's order-volume caps create an accidental moat against casual sellers.