Beyond Billo: Own the Trade School for Performance UGC
Brands spend $10 billion annually on UGC creators but can't find talent that ships reliably. Build the apprenticeship infrastructure they're desperate for.
IC: Talent Movements
Hiring surges, layoffs, and talent flows that reveal company roadmaps and pain points.
The AI-Native Law Firm: Follow YC's Service-as-Software Bet
Traditional law firms bill by the hour. AI-native providers charge flat fees and deliver same-day. The economics just inverted.
The Newsletter → TV Play: Substack's Living Room Push Created Your Opening
Substack launched TV apps without solving production. Build the format-to-FAST infrastructure that turns newsletter writers into programmed channels.
The Identity Licensing Broker
AI voices need verified, licensed identities. Build the compliance infrastructure routing creators to enterprise brands—the boring rails play before platforms consolidate.
The Credential Heist
Verification infrastructure meets creator economics while 59 percent of the workforce needs reskilling and late-career experts earn 2009 wages.
Shopify for Cottage Food
States raised cottage food caps to $150K. Home bakers doing six figures are trapped in Instagram DMs. The compliance infrastructure doesn't exist.
DramaBox Is Paying $5K Per Script. Here's the System Play.
Vertical drama platforms hit $700M quarterly with public supply shortages. The asymmetric move: become the data-driven studio feeding the ecosystem.
The De-Influencer Database: Build the Anti-Wirecutter
Product discovery broke. Consumers manually triangulate Reddit reviews and return data to avoid regret. Build the platform that productizes their labor.
The Transformation Content Arbitrage
Blue-collar services are underpriced as content. Operators trading labor for filming rights are building distribution others can't match.
The $10M Play: Turn Cowork Into Vertical AI Staffing
Anthropic's Cowork proves AI can execute real work. First movers will own specific job roles in unsexy industries—$1.8M ARR in 18 months.
Vertical Search Optimization (VSO)
Gen Z searches on TikTok. Marketing budgets haven't moved. Build the rank tracking and agency services for the non-Google search layer.
The Stripe for O-1 Visa Evidence
Creator O-1 visas hit 10K+ annually, but lawyers can't turn TikTok dashboards into USCIS exhibits. Build the translation engine.
The Amazon Launch Manager Play
Book launch services jumped from $5K to $50K+. Nobody owns the middle market turning founder manuscripts into qualified leads.
The Creator Pension Fund Heist
Spotter raised $200M proving creator catalogs are worth billions. YouTube shipped localization tools that grow them. The operating company is still unbuilt.
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.
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.
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.
Blue Collar "Moneyball" Recruiting
Gen Z wants trades, contractors need workers, but matching infrastructure is prehistoric—measurement layer wins, not another job board.
The "Grandma-as-a-Service" Marketplace
When AI floods every category with free how-tos, human verification becomes the scarce resource worth paying for.
TikTok Food Trend Monetization
A century-old German cheese is selling out because a high school English teacher in Georgia found the laziest lunch in America. Viral recipes consistently cause grocery sellouts. The rails for shoppable content exist—but no one owns the trend-to-cart attribution layer yet.
Weekly Template Drop Platform
CapCut templates hit 50,000+ uses each. Meta just launched a competitor. The formats people copy are becoming 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.
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.
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.