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: Product Launches
New releases, app store shifts, and product feedback that show market traction.
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.
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.
Threads Opens Podcast API: The $2.6B Ad Revenue Infrastructure Play
Meta's Threads courts podcasters while Spotify opens comments—but nobody's unifying the fragmented conversation layer across platforms worth $8B in annual ad spend.
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.
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.
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.
Discord's $2B Blind Spot: 1B Users, Zero Access
Discord locked paid subscriptions to U.S. only. Telegram's 1B global users need payment optimization. The infrastructure exists. The gap is execution.
Build the StockX for $43B Restaurant Equipment Market
Restaurant liquidations hit record highs while secondhand equipment trades like a 1970s flea market. The pricing chaos creates a massive arbitrage opportunity.
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.
Vimeo's Enterprise Pivot Opens $26B Video Attribution Market
Vimeo's semantic search breakthrough transforms dead video archives into queryable databases, but nobody's building the revenue attribution layer enterprises desperately need.
OpenXR Middleware for $2.5B Smart Ring Market
Smart rings hit $417M in 2025, XR hand tracking fails 40% from occlusion. Nobody's built the translation layer between them yet.
Twitch-to-Shorts Pipeline: $200M Creator Distribution Play
Twitch launched vertical clips. YouTube Shorts exploded 3x. Nobody owns the 60-minute window between stream-end and viral distribution.
YouTube's $100K+ CTV Creator Compliance Gap
YouTube's living room takeover and creator reinstatement program converge to create unprecedented demand for brand-safe content verification services.
OnlyFans' $5.8B Creator Payouts: The SFW Compliance Play
OnlyFans legitimized business education for creators. Payment processors and ESPs still ban adult content. Build the compliance rails for safe-for-work revenue.