HIPAA-Safe Analytics
Over $100 million in pixel-tracking settlements is forcing small clinics off Google Analytics with no affordable replacement in sight.
Long Game
High-commitment ventures that demand time, expertise, and resources. These are complex products, regulated markets, or infrastructure plays built for founders chasing defensible, lasting impact—not quick flips.
The Oshikatsu Stack
Japan turned organized fandom into a $24.6 billion structured economy. Western fans spend just as hard with zero infrastructure to show for it.
Fractional AI Supply Chain Manager
Tariff chaos and logistics volatility are crushing small manufacturers who still run supply chains out of shared inboxes — and they can't afford to hire their way out.
Incident OS For Hotels
Panic button mandates are spreading fast but every vendor stops at the alert. The post-incident execution layer is wide open.
The Directory Empire Play
G2 is consolidating the entire B2B review ecosystem into one platform. That leaves every niche category wide open for a new decision layer.
The Liquid Death of Toilet Brushes
Silicone bathroom tools are trending but nobody owns the category. A kit-plus-refill system with TikTok-native demos could change that fast.
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.
The Superfan ID Heist
Secondary ticketing will grow $18B by 2030 while Ticketmaster blocks 200M bots daily and still loses. Weverse proved portable fan credentials work for K-pop.
Robot Fleet Sensor Hygiene: $30B Automation Stack
Robot fleets degrade silently from sensor contamination. The warranty-safe compliance layer preventing mystery downtime remains unbuilt across OEMs.
LEGO SMART Brick Heist
LEGO shipped compute into millions of homes. The creator economy layer between their hardware and paying parents, teachers, and therapists is wide open.
Stripe for AI Agents
Coinbase and Google shipped agent payment rails. Nobody built the governance layer that makes CFOs approve production deployment.
Ultrasonic Tools Heist
Seattle Ultrasonics solved consumer ultrasonic packaging. The next category isn't kitchen knives—it's mundane cleaning tools starting with grout.
Google and Shopify Just Created a $385B SEO Problem
Google and Shopify shipped the Universal Commerce Protocol in January 2026. Merchants have zero visibility into whether AI agents can see or recommend their products.
The Rover Gap: Trust Infra for 17.6M Exotic Pets
17.6 million exotic pets have no Rover. Mainstream platforms exclude them, creating a defensible wedge in specialized care infrastructure.
The Second Screen Gold Rush
Multi-device sports viewing hit 29% globally while Bluesky opens live-event distribution. The real opportunity is the structured intelligence layer nobody owns yet.
The Memory Layer ($20K MRR/Client)
Fortune 500s lose $31B yearly to organizational amnesia while RAG implementations fail on governance gaps. Build the governed event graph of decisions and incidents that becomes required infrastructure.
Patrol-as-a-Service
The roof inspection market is real and growing. Nobody's selling it as recurring patrol instead of one-off service calls.
Paper Maps are the New Streetwear
Paper maps surging as teen phone-free movement and indie bookstore renaissance converge, creating taste-driven distribution channel through physical spaces offline culture already inhabits.
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.
Reddit's 51% Bot Problem Is a $9.6B Opportunity
Reddit retired its front page because bot manipulation made it unmanageable. The credibility layer sitting on top is a three-tier subscription business.
The Shadow-Health Router
Async telehealth infrastructure is mature, Hims proved privacy-seeking behavior converts at scale, but episodic stigmatized symptoms remain fragmented and underserved.
OpenAI Prism Heist
OpenAI's Prism standardized ML research authoring. The next layer is distribution—turning papers into model cards, demos, and landing pages researchers already need.
Digital Protective Services for Kids: $500M Heist Hiding in Plain Sight
Organized abuse networks operate on mainstream platforms. Parents pay monitoring prices for crisis-level threats. The arbitrage between surveillance software and protective services is structural.
The Glitch Box
Pop Mart printed $1.8B selling blind-box uncertainty. Subscription boxes churn at 70% annually. The ones that survive turn surprise into ritual backed by trust.