Suno's $2.45B Bet Just Opened a New Label Model
Major labels just signed licensing deals with AI music platforms for the first time. The infrastructure shift creates a specific wedge for operators who understand rights, not just tools.
Regulatory Change
Opportunities created by new laws, compliance rules, or government incentives. Includes policy-driven markets in energy, healthcare, fintech, and privacy tech where regulation unlocks demand.
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.
CivicVend OS: $50B Opioid Settlement Compliance Layer
Chicago's public health vending pilot revealed a massive tracking gap across thousands of machines dispensing Narcan, period products, and books nationwide.
GSA's $40B SmartPay Program Needs SaaS Compliance Layer ($16M ARR)
Federal micro-purchase threshold jumps 50% to $15K, expanding quick-buy software territory while compliance friction blocks $200M+ in trapped government SaaS spending.
YouTube's $100K+ CTV Creator Compliance Gap
YouTube's living room takeover and creator reinstatement program converge to create unprecedented demand for brand-safe content verification services.
OnlyFans' $5.8B Creator Payouts: The SFW Compliance Play
OnlyFans legitimized business education for creators. Payment processors and ESPs still ban adult content. Build the compliance rails for safe-for-work revenue.