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.
Fintech & Money
Fintech & Money tracks the reinvention of financial systems — how technology reshapes trust, transactions, and ownership. From crypto rails to consumer banking, this is where capital finds new movement.
Build the Auth0 of AI Context Control
Redaction destroys LLM context. Pseudonymization preserves it. Ship the governance control plane regulated industries will pay six figures for.
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.
Governance AI for Self-Managed HOAs
373,000 volunteer-run associations managing $120B annually with amateur controls and predictable fraud patterns, creating structural demand for purpose-built governance infrastructure.
Gen-Alpha Cart
Gen Alpha drives $101B spending and influences 42% of household purchases. Discovery happens on TikTok. Conversion requires parent approval. The infrastructure gap is permanent.
Defensible Agent Workspace
Agentic browsers are spreading faster than compliance can contain them. Regulated firms need attestable execution with defensible logs, not magic.
Ambient Presence Layer for Work
Airbuds and Locket proved homescreen social works—5M users, $10M raised, 91M installs. Nobody's built the ambient layer for work and money yet.
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.
Global Creator Payment Optimization Platform
Discord locked paid subscriptions to U.S. only. Telegram's 1B global users need payment optimization. The infrastructure exists. The gap is execution.
Government Purchase Compliance SaaS
Federal micro-purchase threshold jumps 50% to $15K, expanding quick-buy software territory while compliance friction blocks $200M+ in trapped government SaaS spending.