Offline Ritual Kits (aka the House Phone Comeback)
A Stanford grad's $280K handset launch proved people pay for phone boundaries—but the durable business is owning offline ritual formats, not selling another cute gadget.
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.
Ghost Job Detection Infrastructure
Job boards sell hope without proof. Regulators want disclosure. Build the hiring internet's "nutrition label" for jobs. Start as a ghost-job detector. Finish as the verification standard.
Gen-Alpha Cart
Gen Alpha drives $101B spending and influences 42% of household purchases. Discovery happens on TikTok. Conversion requires parent approval. The infrastructure gap is permanent.
Compliance-First Script Engine for Beauty Creators
Beauty influencer trust dropped 8 points while ingredient transparency became Gen Z's top driver. The gap is a compliance infrastructure opportunity.
The Ugly Fruit Arbitrage (That Actually Works)
Industrial citrus waste holds verified bioactives. The arbitrage isn't making serums—it's becoming the certified supplier beauty brands depend on.
Organic Ad Underwriting Platform
Meta validated organic-to-paid workflow. The $37B opportunity is cross-platform prediction, rights management, and routing intelligence that platforms won't build.
Defensible Agent Workspace
Agentic browsers are spreading faster than compliance can contain them. Regulated firms need attestable execution with defensible logs, not magic.
AI Copilots For Professional Associations
OpenAI's Australian workforce initiative proves AI training infrastructure is becoming quasi-regulatory. Professional associations control certification but lack credible curriculum—creating arbitrage.
Cross-Platform AI Companion For Twitch & Discord
Character.AI users spend two hours daily with AI companions trapped in single apps. Nobody owns the cross-platform identity layer yet.
Plant Tissue Culture Kits & Clone Lab Infrastructure
A YouTuber democratized tissue culture and crashed rare plant prices. The real money moved upstream to kits, skills, and infrastructure.
Vertical AI Content Desk for Niche Industries
TokTak validated URL-to-content for everyone. Now build the vertical agent that owns one industry's entire marketing workflow.
Telepresence Robot Staffing OS
DAWN proved telepresence robots work in hospitality. Someone needs to build the staffing infrastructure layer beneath it at scale.
Longevity Distribution Platform from Japan
Japan's FOSHU-certified longevity products lack Western distribution while affluent 55-75 year-olds pay premium for credible healthspan solutions.
Focus & Accountability Infrastructure for ADHD
Remote work broke 15.5M ADHD brains. Focusmate validated demand. The infrastructure play—guided sessions and institutional licenses—remains wide open.
Leadership Practice Simulator
Leadership development hits $82B annually while 60% of new managers fail. PwC validated VR training works—nobody owns the simulation layer yet.
Live Commerce Production Infrastructure
Whatnot's $11.5B valuation proves live commerce works—but seller success varies wildly. The missing layer is production infrastructure, not demand.
Outcome-Based Neighborhood Space Marketplace
NECF just launched a "trading desk" for idle broadcast capacity. The neighborhood layer—churches, coworking rooms, indie studios—remains wide open.
Climate Compliance Execution Platform
Zillow killed consumer climate scores. But behind closed doors, utilities and lenders face $458B in mandated compliance workflows—with no execution layer.
AI Coaching Platform for High-Stakes Conversations
Yoodli's $40M raise validated AI conversation coaching. But the highest-stakes talks—layoffs, terminations, bad news—remain untouched. That's a $34B gap.
Carbon Removal Asset Platform for Pit Lakes
Durable CDR demand hit 15M tonnes in Q2 2025 alone. 10,000 pit lakes sit on mining balance sheets as liabilities—not yet as carbon assets.
24/7 AI Ambient Content Infra
Live streaming hits $345B by 2030, but no turnkey platform exists for 24/7 AI-generated worlds—leaving a B2B infrastructure gap wide open.
Trust Infra for Consumer Supplements
The NIH has the data. NatMed Pro serves clinicians. Nobody's built the developer-friendly API for consumer wellness apps drowning in supplement chaos.
Livestock Disease Detection Intelligence Platform
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.
Podcast Convo Aggregation Platform
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.