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.
Capital Movement
Business opportunities shaped by funding trends, grants, and venture activity. Tracks where money flows next—AI infrastructure, sustainability, biotech—and how it signals emerging markets.
Sleep Tourism's Missing Standard: Become the Michelin Star Hotels Pay For
Hotels spend millions on sleep programs without third-party proof. Travelers will pay 10% more for verified quality, but no standard exists.
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.
TurboTax for HVAC Rebates
California contractors are losing $8,000 rebates to paperwork errors while waiting 90 days for payment. Both problems need middleware.
The Backyard Landlord Operating System
One in five new California homes is now an ADU. The post-construction infrastructure to run them profitably doesn't exist yet.
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.
Turn Cult Restaurant Sauces Into Shelf Revenue
Campbell paid $2.7B for Rao's restaurant sauce. Independent restaurants can't navigate FDA compliance to capture the same $368B opportunity.
Organic Ad Underwriting Platform
Meta validated organic-to-paid workflow. The $37B opportunity is cross-platform prediction, rights management, and routing intelligence that platforms won't build.
Defensible Agent Workspace
Agentic browsers are spreading faster than compliance can contain them. Regulated firms need attestable execution with defensible logs, not magic.
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.
Knowledge Curation for Creators
Animoca just validated curated knowledge collections with institutional money. The boring SaaS version could capture recurring revenue without blockchain complexity.
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.
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.
Climate Compliance Execution Platform
Zillow killed consumer climate scores. But behind closed doors, utilities and lenders face $458B in mandated compliance workflows—with no execution layer.
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.
Carbon Removal Asset Platform for Pit Lakes
Durable CDR demand hit 15M tonnes in Q2 2025 alone. 10,000 pit lakes sit on mining balance sheets as liabilities—not yet as carbon assets.
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.
Identity-Driven Mushroom Coffee Brands
Big Beverage is buying culture, not chemistry. Mushroom coffee incumbents still sell generic benefits—leaving identity-first positioning wide open for micro-tribe operators.
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.
SFW Creator Monetization Rails
OnlyFans legitimized business education for creators. Payment processors and ESPs still ban adult content. Build the compliance rails for safe-for-work revenue.
Public Health Vending Compliance OS
Chicago's public health vending pilot revealed a massive tracking gap across thousands of machines dispensing Narcan, period products, and books nationwide.
Developer Buying Intelligence Platform
Onfire proved developer forum monitoring drives $50M in deals. The real opportunity: unifying scattered signals into one revenue timing engine.