Knowledge Curation for Creators
Animoca just validated curated knowledge collections with institutional money. The boring SaaS version could capture recurring revenue without blockchain complexity.
IC: Consumer Signals
Shifts in search trends, traffic, and demand that highlight rising consumer intent.
Plant Tissue Culture Kits & Clone Lab Infrastructure
A YouTuber democratized tissue culture and crashed rare plant prices. The real money moved upstream to kits, skills, and infrastructure.
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.
Trust Layer for TikTok Shop
TikTok Shop users regret 23% of purchases. Build the trust layer that captures post-viral buyers seeking quality over hype.
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.
Telepresence Robot Staffing OS
DAWN proved telepresence robots work in hospitality. Someone needs to build the staffing infrastructure layer beneath it at scale.
Longevity Distribution Platform from Japan
Japan's FOSHU-certified longevity products lack Western distribution while affluent 55-75 year-olds pay premium for credible healthspan solutions.
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.
Commerce Platform for Psychic Industry
Spiritual practitioners generate billions in services but lack commerce infrastructure connecting bookings, inventory, memberships, and ritual calendars into one platform.
IRL Dating Event Infrastructure
Dating apps hit $6B while 78% of users burn out. Singles run clubs sell out instantly. Infrastructure demand is emerging.
Mood OS for Gen Z Emotional Commerce
Gen Z spends hundreds monthly on emotional regulation through "treat culture." The infrastructure connecting physical rituals, creator distribution, and behavioral data remains wide open.
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.
Premium Physical Notebook Brand Platform
Premium notebooks are growing 4–5% annually while Amazon KDP cracks down on AI spam—opening a compliance moat for curated physical products.
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.
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.
Solo Dining Discovery & Certification Platform
Solo dining searches up 271% on Yelp, reservations spiking 22% on Toast—but no platform owns the discovery layer or certification standard.
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.
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.
Trust Infra for Consumer Supplements
The NIH has the data. NatMed Pro serves clinicians. Nobody's built the developer-friendly API for consumer wellness apps drowning in supplement chaos.
Pinterest-Style Affiliate Commerce Platform
Pinterest trained 522M users to shop by aesthetic, but creators can't monetize this behavior outside walled gardens. The embed economy awaits.