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.
Built World & Mobility covers innovation in the tangible world — from property tech to autonomous transport. These are opportunities built on movement, matter, and modern infrastructure.
Outdoor recreation hit $1.2T in 2023. A fragmented category with proven unit economics and finite infrastructure is consolidating—corridor access is the moat.
Smart rings hit $417M in 2025, XR hand tracking fails 40% from occlusion. Nobody's built the translation layer between them yet.