Rail Explorers Hit 650K Riders. The $1.2T Outdoor Boom Has Room for More.
Outdoor recreation hit $1.2T in 2023. A fragmented category with proven unit economics and finite infrastructure is consolidating—corridor access is the moat.
IC: Consumer Signals
Shifts in search trends, traffic, and demand that highlight rising consumer intent.
The $203B Supplement Industry Needs a Stripe for Evidence
The NIH has the data. NatMed Pro serves clinicians. Nobody's built the developer-friendly API for consumer wellness apps drowning in supplement chaos.
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.
Blackbird's $50M Raise Exposes $200K Neighborhood Loyalty Gap
While Blackbird scales restaurant loyalty nationally, hyperlocal coalition programs capturing cross-merchant neighborhood data represent an untapped $200K-per-district opportunity.
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.
Pinterest-Style Commerce for the $18.5B Affiliate Market
Pinterest trained 522M users to shop by aesthetic, but creators can't monetize this behavior outside walled gardens. The embed economy awaits.
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.
VRChat Mobile Launch: Build $12K Touch Worlds for Brands
VRChat's mobile launch opened mass distribution. Studios still design for headsets. Brands need phone-first worlds—nobody's shipping them yet.
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.
Build 'Lore for Crypto' After $1.1M Fandom Search Funding
Lore's $1.1M validates context infrastructure for obsession economies. Crypto analysts manually stitch narratives for hours. Build the canonical layer.
Lu do Magalu's $2.5M Stack: Brand Talent Infrastructure
Brands spent $24B on influencers with zero IP ownership. Virtual talent infrastructure unlocks the $111B market nobody's productizing.
Bob & Brad's $2.5k Amazon Play: Creator Hardware Hits Mainstream
Physical therapists with 5M YouTube subscribers launched $2,499 massage chairs on Amazon, proving creators can sell high-ticket hardware with zero customer acquisition cost.
GSA's $40B SmartPay Program Needs SaaS Compliance Layer ($16M ARR)
Federal micro-purchase threshold jumps 50% to $15K, expanding quick-buy software territory while compliance friction blocks $200M+ in trapped government SaaS spending.
Target-Ready CPG: FlavCity's $10M Scanner-to-Shelf Playbook
FlavCity's scanner app tracked 18M users' dietary constraints before launching CPG products, reversing the traditional brand-building sequence with data-first manufacturing.
Hunt Brothers' 10,000 Stores Signal $335B C-Store Food Revolution
Convenience stores generate 39.6% of gross margins from food, yet most operate on paper playbooks while chains deploy AI-driven kitchen intelligence at scale.