Home Button for Boomers
Health systems pay $10-15 PMPM for ride infrastructure. Nobody owns the caregiver control layer for everything else—groceries, pharmacy, fraud prevention.
Consumer
Consumer & Commerce follows the shifting tides of how people spend. We surface opportunities born from cultural habits, shopping behavior, and digital marketplaces — where brand, data, and convenience collide.
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.
Build The PDGA For Padel (And Other Emerging Sports)
Padel facilities are multiplying faster than operational infrastructure. The ratings and portable identity layer is contested but not yet owned—and it's worth more than the booking system.
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.
Blueprint for Dogs (The Protocol Play)
Before Loyal's longevity drug launches in 2026, build the subscription protocol that owns 'Healthspan Age' for 94 million pet households.
The Black Book: Build a Private Intel Network for the Anti-Viral Economy
TikTok made gatekeeping valuable again. Build a paid trust network for recommendations that never go viral—and charge venues for access.
AdWords for Main Street (Powered by Creators)
Creator-driven foot traffic is already a $15B market. What's missing: performance attribution infrastructure that small businesses trust and pay for.
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.
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.
The $25K IRL Content Factory
Experiential budgets hit $128B but can't prove ROI. Build the productized stunt studio that turns one-day activations into measurable 30-day content pipelines.
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.
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 AG1 of Mobility: Gen Z's Mobility Aesthetics
Nearly 20% of Gen Z uses joint supplements. The category hit $14B and projects to $27B. No brand positions mobility like skincare yet.
Build the $2,500 Wardrobe Layer for America's 31 Million GLP-1 Users
GLP-1 users spend $1,000-2,500 replacing closets during weight loss. Build the membership layer retail structurally can't serve.
The Living Room Franchise
Silent reading events surged 223% while commercial real estate bleeds off-peak. The format scales, the membership model is missing.
The Missing macOS Layer for Dasung's $2,000 E-Ink Monitors
E-ink monitor displaying crisp text, macOS menu bar, eye strain relief icon, Dasung company logo, VS Code editor interface
Strava for Mental Resets (How to Monetize Dopamenus)
Everyone's selling dopamine menu templates. The real opportunity: build the social layer where people discover, fork, and share their reset rituals.
Agent-Ready Infra for Local Business (Don't Do AIO)
AI assistants are shifting from ranking links to selecting winners. Multi-location businesses will pay six figures annually to become the trusted source agents call first.
Blue-Collar Cred Empire
Fashion distributed workwear as identity. High-income professionals want the competence to match—and they'll pay premium retreat prices to earn it.
The Indie Drops Club
Main Street collapsed from missing infrastructure, not missing demand. Weekly verified drops with pickup networks create the ritual that turns local preference into $100K+ MRR.
The "Grandma-as-a-Service" Marketplace
When AI floods every category with free how-tos, human verification becomes the scarce resource worth paying for.
The $20 TikTok Launch Lab
A repeatable system for identifying, validating, and scaling visually demonstrable products through creator-native distribution and structured experimentation.
TikTok-to-SKU for Micro-Trends
Enterprise pays $50K+ for trend detection. Microbrands need execution speed. The gap is infrastructure that delivers shippable SKU packs instead of dashboards.
Offline Ritual Kits (aka the House Phone Comeback)
A Stanford grad's $280K handset launch proved people pay for phone boundaries—but the durable business is owning offline ritual formats, not selling another cute gadget.