Home Button for Boomers
Health systems pay $10-15 PMPM for ride infrastructure. Nobody owns the caregiver control layer for everything else—groceries, pharmacy, fraud prevention.
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.
Calm's Missing Category: Dream Incubation Marketplace
Sleep content hits 2M hours monthly, MIT proved you can steer dreams with audio, and creators need new monetization surfaces. Monetize the one place creators still don't own: your unconscious mind.
Build the Auth0 of AI Context Control
Redaction destroys LLM context. Pseudonymization preserves it. Ship the governance control plane regulated industries will pay six figures for.
Return Prediction Agents: The “KeepScore” Heist In Shopify
Retailers face $850B in returns annually, yet no Shopify-native tool scores risk pre-fulfillment. Build the underwriting layer merchants desperately need.
Build a $20M/Year Business Certifying Air
Brain function drops 2–4% in stuffy rooms. Biohackers measure it publicly. Coworking operators need verified proof before members start asking questions.
The Amazon Launch Manager Play
Book launch services jumped from $5K to $50K+. Nobody owns the middle market turning founder manuscripts into qualified leads.
Blueprint for Dogs (The Protocol Play)
Before Loyal's longevity drug launches in 2026, build the subscription protocol that owns 'Healthspan Age' for 94 million pet households.
TurboTax for HVAC Rebates
California contractors are losing $8,000 rebates to paperwork errors while waiting 90 days for payment. Both problems need middleware.
The Backyard Landlord Operating System
One in five new California homes is now an ADU. The post-construction infrastructure to run them profitably doesn't exist yet.
The PrayScreen Playbook: 90 Days to $50k MRR on Organic TikTok
VCs poured $175 million into faith apps, validating what religion knew all along: obligation beats motivation. The micro-niches are wide open.
Turn Cult Restaurant Sauces Into Shelf Revenue
Campbell paid $2.7B for Rao's restaurant sauce. Independent restaurants can't navigate FDA compliance to capture the same $368B opportunity.
Snack Drop Hunter + Data Play
QSRs run $200K limited drops with no real-time visibility. Build the verified hunt map that becomes their demand oracle.
Build the AG1 of Mobility: Gen Z's Mobility Aesthetics
Nearly 20% of Gen Z uses joint supplements. The category hit $14B and projects to $27B. No brand positions mobility like skincare yet.
Build the $2,500 Wardrobe Layer for America's 31 Million GLP-1 Users
GLP-1 users spend $1,000-2,500 replacing closets during weight loss. Build the membership layer retail structurally can't serve.
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.
The Living Room Franchise
Silent reading events surged 223% while commercial real estate bleeds off-peak. The format scales, the membership model is missing.
Strava for Mental Resets (How to Monetize Dopamenus)
Everyone's selling dopamine menu templates. The real opportunity: build the social layer where people discover, fork, and share their reset rituals.
Search In The AI Age (Build What Google Can't)
AI-generated content now sits at 17-19% of search results. RAG teams manually rebuild allowlists. Build the trust graph as infrastructure before specialized data providers do.
The Bluesky Feed Heist
Bluesky's custom feeds fragment distribution across hundreds of micro-algorithms. The cross-tool measurement and monetization layer doesn't exist yet—same opportunity SEO tools captured with Google.
Agent-Ready Infra for Local Business (Don't Do AIO)
AI assistants are shifting from ranking links to selecting winners. Multi-location businesses will pay six figures annually to become the trusted source agents call first.
Blue-Collar Cred Empire
Fashion distributed workwear as identity. High-income professionals want the competence to match—and they'll pay premium retreat prices to earn it.
Governance AI for Self-Managed HOAs
373,000 volunteer-run associations managing $120B annually with amateur controls and predictable fraud patterns, creating structural demand for purpose-built governance infrastructure.
The "Grandma-as-a-Service" Marketplace
When AI floods every category with free how-tos, human verification becomes the scarce resource worth paying for.
The $20 TikTok Launch Lab
A repeatable system for identifying, validating, and scaling visually demonstrable products through creator-native distribution and structured experimentation.