Telepresence Robot Staffing OS
DAWN proved telepresence robots work in hospitality. Someone needs to build the staffing infrastructure layer beneath it at scale.
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.
Ambient Presence Layer for Work
Airbuds and Locket proved homescreen social works—5M users, $10M raised, 91M installs. Nobody's built the ambient layer for work and money yet.
Commerce Platform for Psychic Industry
Spiritual practitioners generate billions in services but lack commerce infrastructure connecting bookings, inventory, memberships, and ritual calendars into one platform.
Mood OS for Gen Z Emotional Commerce
Gen Z spends hundreds monthly on emotional regulation through "treat culture." The infrastructure connecting physical rituals, creator distribution, and behavioral data remains wide open.
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.
Vertical AI GM for Nail Salons
Jimdo's AI assistant increased customer outcomes 40% by recommending actions, not reporting data. Nail salons need vertical AI GMs they can afford.
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.
Non-Food Smart Vending Platform
Beauty, tech, and collectibles vending hit $17.7B, tracking to $53B by 2035. Most operators don't know it exists.
Roblox Creator Asset Production Pipeline
AI just commoditized 3D generation. Roblox demand is spiking. The gap between "cool demo" and "shippable, engine-ready assets" is wide open.
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.
AI-Native Music Label Infra
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.
Vertical AI Tools for Creative Micro-Cultures
Vertical AI hit $5B in legal. The $115B market is expanding at 24.5% CAGR—but creative micro-cultures remain underserved by generic tools.
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.
Human-Only ID Layer
Jack Dorsey's funding anti-AI platforms while identity verification hits $20B. The infrastructure for human-only spaces is missing its consumer layer.
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.
StockX for Restaurant Equipment
Restaurant liquidations hit record highs while secondhand equipment trades like a 1970s flea market. The pricing chaos creates a massive arbitrage opportunity.
Canonical Context for Crypto
Lore's $1.1M validates context infrastructure for obsession economies. Crypto analysts manually stitch narratives for hours. Build the canonical layer.
Smart Ring to XR Middleware
Smart rings hit $417M in 2025, XR hand tracking fails 40% from occlusion. Nobody's built the translation layer between them yet.
Video Revenue Attribution Platform
Vimeo's semantic search breakthrough transforms dead video archives into queryable databases, but nobody's building the revenue attribution layer enterprises desperately need.
AI-Driven Kitchen Intelligence for Convenience Stores
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.