Life Alert for Millennials
A Chinese app proved millions will pay for daily proof-of-life. The U.S. market is 40 million households and wide open.
IC: Capital Flows
Funding rounds, grants, and acquisitions that point to where capital is betting next.
The Pre-Visit Brief: ChatGPT Health Just Validated a $23B Format Nobody Owns
OpenAI spent two years validating patient demand for visit prep, then shipped with a disclaimer. The format gap is your opening.
The $10M Play: Turn Cowork Into Vertical AI Staffing
Anthropic's Cowork proves AI can execute real work. First movers will own specific job roles in unsexy industries—$1.8M ARR in 18 months.
Vertical Search Optimization (VSO)
Gen Z searches on TikTok. Marketing budgets haven't moved. Build the rank tracking and agency services for the non-Google search layer.
The Stripe for O-1 Visa Evidence
Creator O-1 visas hit 10K+ annually, but lawyers can't turn TikTok dashboards into USCIS exhibits. Build the translation engine.
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.
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.
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.
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.
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.
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.
TurboTax for HVAC Rebates
California contractors are losing $8,000 rebates to paperwork errors while waiting 90 days for payment. Both problems need middleware.
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.
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.
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.
Build the Training Layer Series B Companies Actually Need
L&D headcount down 4%, external training spend up 23%—Series B companies need workflow training that auto-updates when their SaaS tools change.
Search In The AI Age (Build What Google Can't)
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.
The Stripe Play for AI Companion Apps (Collect the $5M Compliance Toll)
New York and California mandated crisis detection for AI companions. 337 apps need compliance infrastructure by January. None want to build it themselves.
The Bluesky Feed Heist
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.
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.