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.
IC: Capital Flows
Funding rounds, grants, and acquisitions that point to where capital is betting next.
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.
Blue-Collar Cred Empire
Fashion distributed workwear as identity. High-income professionals want the competence to match—and they'll pay premium retreat prices to earn it.
B2B Human-Verified Content Engine
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.
Morning Triage for Niches
Google and OpenAI are training users to expect AI-run mornings. The free briefing normalizes the habit. The paid opportunity is vertical execution.
"Small Brand Hollywood" for TikTok Shop
Video drives 58% of TikTok Shop's $33B GMV. The creative bottleneck creates infrastructure opportunity in the protocol layer above commodity UGC.
Organic Ad Underwriting Platform
Meta validated organic-to-paid workflow. The $37B opportunity is cross-platform prediction, rights management, and routing intelligence that platforms won't build.
Defensible Agent Workspace
Agentic browsers are spreading faster than compliance can contain them. Regulated firms need attestable execution with defensible logs, not magic.
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.