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.
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 $203B Supplement Industry Needs a Stripe for Evidence
The NIH has the data. NatMed Pro serves clinicians. Nobody's built the developer-friendly API for consumer wellness apps drowning in supplement chaos.
Acoustic Disease Detection: $13.7B Livestock Monitoring Market
Acoustic sensors detect livestock respiratory disease 72 hours before symptoms, at 40x lower cost than smart collars—riding precision farming's shift from hardware to intelligence.
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.
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.
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.