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.
Cultural Wave
Ideas born from cultural momentum—nostalgia, aesthetics, identity, or entertainment shifts. Tracks how media, fashion, and social narratives evolve into viable consumer businesses.
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.
Blackbird's $50M Raise Exposes $200K Neighborhood Loyalty Gap
While Blackbird scales restaurant loyalty nationally, hyperlocal coalition programs capturing cross-merchant neighborhood data represent an untapped $200K-per-district opportunity.
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.
Pistachio Panic: The $2.5B TikTok Beauty Play Kayali Started
Gourmand fragrance searches exploded 77% while Kayali's pistachio scent went viral—but nobody's built the modular system TikTok's layering culture actually wants.
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.
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.