Harvey Hit $5B on Vertical AI—Creative Niches Are Next
Vertical AI hit $5B in legal. The $115B market is expanding at 24.5% CAGR—but creative micro-cultures remain underserved by generic tools.
IC: Community Chatter
Forum, social, and community insights that expose needs, hacks, and frustrations.
The Missing Infrastructure Behind Twitch's $345B Ambient Content Gap
Live streaming hits $345B by 2030, but no turnkey platform exists for 24/7 AI-generated worlds—leaving a B2B infrastructure gap wide open.
PepsiCo Paid $1.95B for Poppi. The $3B Mushroom Coffee Gap Is Wide Open.
Big Beverage is buying culture, not chemistry. Mushroom coffee incumbents still sell generic benefits—leaving identity-first positioning wide open for micro-tribe operators.
Jack Dorsey's Anti-AI Play: $20B Identity Verification Market
Jack Dorsey's funding anti-AI platforms while identity verification hits $20B. The infrastructure for human-only spaces is missing its consumer layer.
Pistachio Panic: The $2.5B TikTok Beauty Play Kayali Started
Gourmand fragrance searches exploded 77% while Kayali's pistachio scent went viral—but nobody's built the modular system TikTok's layering culture actually wants.
How TikTok's Winter Arc Built a $7.3B Accountability Market
TikTok's Winter Arc accidentally proved social accountability drives 85-90% course completion versus 3-15% for self-paced learning, creating a platform opportunity.
TikTok's 86% Relationship Test: $60K MRR Couples App Opportunity
TikTok couples are running relationship tests with 56M+ views. No product captures the data. Gottman's research proves the science.
How CrunchCup's Success Reveals a $2.4B Desk Breakfast Gap
Hybrid workers skip breakfast 39% of the time, eating at desks when they do—creating a TikTok-native convenience play beyond traditional CPG channels.
Yelp's 12,276% Spike: Build the Digital Burn-away Engine
Burn-away cakes jumped 12,276% on Yelp. Instagram killed third-party AR. Build the cross-platform reveal infrastructure brands need now.
Dubai Chocolate DIY Kits: $180K in 21 Days on TikTok Shop
Smart operators hit seven figures selling Dubai chocolate DIY kits while TikTok Shop's order-volume caps create an accidental moat against casual sellers.