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.
Tech Inflection
Business ideas emerging from technological breakthroughs such as AI, automation, and new infrastructure. Captures the inflection points where innovation suddenly becomes commercially viable.
Harvey Hit $5B on Vertical AI—Creative Niches Are Next
Vertical AI hit $5B in legal. The $115B market is expanding at 24.5% CAGR—but creative micro-cultures remain underserved by generic tools.
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.
Jack Dorsey's Anti-AI Play: $20B Identity Verification Market
Jack Dorsey's funding anti-AI platforms while identity verification hits $20B. The infrastructure for human-only spaces is missing its consumer layer.
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.
VRChat Mobile Launch: Build $12K Touch Worlds for Brands
VRChat's mobile launch opened mass distribution. Studios still design for headsets. Brands need phone-first worlds—nobody's shipping them yet.
Build 'Lore for Crypto' After $1.1M Fandom Search Funding
Lore's $1.1M validates context infrastructure for obsession economies. Crypto analysts manually stitch narratives for hours. Build the canonical layer.
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.
Vimeo's Enterprise Pivot Opens $26B Video Attribution Market
Vimeo's semantic search breakthrough transforms dead video archives into queryable databases, but nobody's building the revenue attribution layer enterprises desperately need.
OpenXR Middleware for $2.5B Smart Ring Market
Smart rings hit $417M in 2025, XR hand tracking fails 40% from occlusion. Nobody's built the translation layer between them yet.
Developer Buying Intelligence Platform ($300K MRR in 12 Months)
Onfire proved developer forum monitoring drives $50M in deals. The real opportunity: unifying scattered signals into one revenue timing engine.
Twitch-to-Shorts Pipeline: $200M Creator Distribution Play
Twitch launched vertical clips. YouTube Shorts exploded 3x. Nobody owns the 60-minute window between stream-end and viral distribution.
Hunt Brothers' 10,000 Stores Signal $335B C-Store Food Revolution
Convenience stores generate 39.6% of gross margins from food, yet most operate on paper playbooks while chains deploy AI-driven kitchen intelligence at scale.