Defensible Agent Workspace
Agentic browsers are spreading faster than compliance can contain them. Regulated firms need attestable execution with defensible logs, not magic.
IC: Capital Flows
Funding rounds, grants, and acquisitions that point to where capital is betting next.
Portal Automation Operations Service
Browser automation templates are commoditizing. The durable margin sits in maintenance contracts, monitoring infrastructure, and vertical-specific operational knowledge.
Model-Agnostic Agent Platform
DeepSeek's MIT release and MCP standardization created enterprise demand for agent governance infrastructure. Build the operational trust layer hyperscalers won't prioritize.
AI Copilots For Professional Associations
OpenAI's Australian workforce initiative proves AI training infrastructure is becoming quasi-regulatory. Professional associations control certification but lack credible curriculum—creating arbitrage.
Cross-Platform AI Companion For Twitch & Discord
Character.AI users spend two hours daily with AI companions trapped in single apps. Nobody owns the cross-platform identity layer yet.
Knowledge Curation for Creators
Animoca just validated curated knowledge collections with institutional money. The boring SaaS version could capture recurring revenue without blockchain complexity.
Live Host Guild for Live Commerce
Whatnot hit $6B GMV, but live streams remain tiny. The bottleneck isn't tech—it's talent. Build the guild that plugs hosts into inventory-rich merchants.
Vertical AI Content Desk for Niche Industries
TokTak validated URL-to-content for everyone. Now build the vertical agent that owns one industry's entire marketing workflow.
Micro-App Studio Opportunity
Wabi and Lovable validated AI app creation infrastructure. The real opportunity isn't building apps—it's becoming the monetization layer that captures portfolio value.
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.
Focus & Accountability Infrastructure for ADHD
Remote work broke 15.5M ADHD brains. Focusmate validated demand. The infrastructure play—guided sessions and institutional licenses—remains wide open.
Leadership Practice Simulator
Leadership development hits $82B annually while 60% of new managers fail. PwC validated VR training works—nobody owns the simulation layer yet.
Vertical AI GM for Nail Salons
Jimdo's AI assistant increased customer outcomes 40% by recommending actions, not reporting data. Nail salons need vertical AI GMs they can afford.
Live Commerce Production Infrastructure
Whatnot's $11.5B valuation proves live commerce works—but seller success varies wildly. The missing layer is production infrastructure, not demand.
Microschool Real-Estate & Compliance Platform
Microschools are exploding past 750,000 students with ESA funding, but churches and operators lack the legal infrastructure to match safely.
Non-Food Smart Vending Platform
Beauty, tech, and collectibles vending hit $17.7B, tracking to $53B by 2035. Most operators don't know it exists.
Outcome-Based Neighborhood Space Marketplace
NECF just launched a "trading desk" for idle broadcast capacity. The neighborhood layer—churches, coworking rooms, indie studios—remains wide open.
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.
AI Coaching Platform for High-Stakes Conversations
Yoodli's $40M raise validated AI conversation coaching. But the highest-stakes talks—layoffs, terminations, bad news—remain untouched. That's a $34B gap.
AI-Native Music Label Infra
Major labels just signed licensing deals with AI music platforms for the first time. The infrastructure shift creates a specific wedge for operators who understand rights, not just tools.
Identity-Driven Mushroom Coffee Brands
Big Beverage is buying culture, not chemistry. Mushroom coffee incumbents still sell generic benefits—leaving identity-first positioning wide open for micro-tribe operators.
Vertical AI Tools for Creative Micro-Cultures
Vertical AI hit $5B in legal. The $115B market is expanding at 24.5% CAGR—but creative micro-cultures remain underserved by generic tools.
Outdoor Experience Corridor Platform
Outdoor recreation hit $1.2T in 2023. A fragmented category with proven unit economics and finite infrastructure is consolidating—corridor access is the moat.
Human-Only ID Layer
Jack Dorsey's funding anti-AI platforms while identity verification hits $20B. The infrastructure for human-only spaces is missing its consumer layer.