Funding rounds, grants, and acquisitions that point to where capital is betting next.
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.
MuleRun hit 600K users offering promotional economics to fill their marketplace. Workline owners capture value; single-agent builders get commoditized.
Redaction destroys LLM context. Pseudonymization preserves it. Ship the governance control plane regulated industries will pay six figures for.
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.
Hotels spend millions on sleep programs without third-party proof. Travelers will pay 10% more for verified quality, but no standard exists.
Spotter raised $200M proving creator catalogs are worth billions. YouTube shipped localization tools that grow them. The operating company is still unbuilt.
Before Loyal's longevity drug launches in 2026, build the subscription protocol that owns 'Healthspan Age' for 94 million pet households.
California contractors are losing $8,000 rebates to paperwork errors while waiting 90 days for payment. Both problems need middleware.
Creator-driven foot traffic is already a $15B market. What's missing: performance attribution infrastructure that small businesses trust and pay for.
DoorDash's Zesty proves taste graphs beat social graphs. Beli and Letterboxd validated the model. The infrastructure layer is wide open.
Universal and Warner legitimized licensed AI music while Spotify mandated disclosures. Agencies deploying tracks commercially need compliance documentation that doesn't exist yet.
VCs poured $175 million into faith apps, validating what religion knew all along: obligation beats motivation. The micro-niches are wide open.
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.
Campbell paid $2.7B for Rao's restaurant sauce. Independent restaurants can't navigate FDA compliance to capture the same $368B opportunity.
L&D headcount down 4%, external training spend up 23%—Series B companies need workflow training that auto-updates when their SaaS tools change.
AI-generated content now sits at 17-19% of search results. RAG teams manually rebuild allowlists. Build the trust graph as infrastructure before specialized data providers do.
New York and California mandated crisis detection for AI companions. 337 apps need compliance infrastructure by January. None want to build it themselves.
Bluesky's custom feeds fragment distribution across hundreds of micro-algorithms. The cross-tool measurement and monetization layer doesn't exist yet—same opportunity SEO tools captured with Google.
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.
Fashion distributed workwear as identity. High-income professionals want the competence to match—and they'll pay premium retreat prices to earn it.
AI content abundance collapses trust while regulators demand proof-of-human. A productized agency selling verified founder media becomes the compliance layer, then the standard.
Google and OpenAI are training users to expect AI-run mornings. The free briefing normalizes the habit. The paid opportunity is vertical execution.
Video drives 58% of TikTok Shop's $33B GMV. The creative bottleneck creates infrastructure opportunity in the protocol layer above commodity UGC.
Meta validated organic-to-paid workflow. The $37B opportunity is cross-platform prediction, rights management, and routing intelligence that platforms won't build.
