The Creator Pension Fund Heist
Spotter raised $200M proving creator catalogs are worth billions. YouTube shipped localization tools that grow them. The operating company is still unbuilt.
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.
Blueprint for Dogs (The Protocol Play)
Before Loyal's longevity drug launches in 2026, build the subscription protocol that owns 'Healthspan Age' for 94 million pet households.
TurboTax for HVAC Rebates
California contractors are losing $8,000 rebates to paperwork errors while waiting 90 days for payment. Both problems need middleware.
AdWords for Main Street (Powered by Creators)
Creator-driven foot traffic is already a $15B market. What's missing: performance attribution infrastructure that small businesses trust and pay for.
DoorDash Just Opened the Taste Graph Gold Rush. Here's How You Win.
DoorDash's Zesty proves taste graphs beat social graphs. Beli and Letterboxd validated the model. The infrastructure layer is wide open.
Build the AI Music Passport Agencies Will Pay $999/Month For
Universal and Warner legitimized licensed AI music while Spotify mandated disclosures. Agencies deploying tracks commercially need compliance documentation that doesn't exist yet.
Snack Drop Hunter + Data Play
QSRs run $200K limited drops with no real-time visibility. Build the verified hunt map that becomes their demand oracle.
Build the Training Layer Series B Companies Actually Need
L&D headcount down 4%, external training spend up 23%—Series B companies need workflow training that auto-updates when their SaaS tools change.
The Missing macOS Layer for Dasung's $2,000 E-Ink Monitors
E-ink monitor displaying crisp text, macOS menu bar, eye strain relief icon, Dasung company logo, VS Code editor interface
Search In The AI Age (Build What Google Can't)
AI-generated content now sits at 17-19% of search results. RAG teams manually rebuild allowlists. Build the trust graph as infrastructure before specialized data providers do.
The Stripe Play for AI Companion Apps (Collect the $5M Compliance Toll)
New York and California mandated crisis detection for AI companions. 337 apps need compliance infrastructure by January. None want to build it themselves.
Blue Collar "Moneyball" Recruiting
Gen Z wants trades, contractors need workers, but matching infrastructure is prehistoric—measurement layer wins, not another job board.
The Bluesky Feed Heist
Bluesky's custom feeds fragment distribution across hundreds of micro-algorithms. The cross-tool measurement and monetization layer doesn't exist yet—same opportunity SEO tools captured with Google.
Agent-Ready Infra for Local Business (Don't Do AIO)
AI assistants are shifting from ranking links to selecting winners. Multi-location businesses will pay six figures annually to become the trusted source agents call first.
Governance AI for Self-Managed HOAs
373,000 volunteer-run associations managing $120B annually with amateur controls and predictable fraud patterns, creating structural demand for purpose-built governance infrastructure.
The "Grandma-as-a-Service" Marketplace
When AI floods every category with free how-tos, human verification becomes the scarce resource worth paying for.
TikTok-to-SKU for Micro-Trends
Enterprise pays $50K+ for trend detection. Microbrands need execution speed. The gap is infrastructure that delivers shippable SKU packs instead of dashboards.
"Oh-Shit" Bar for WordPress
Most newsrooms use AI daily but lack pre-publish safety gates. When prompt remnants ship to print, screenshots go viral and Legal starts asking questions.
B2B Human-Verified Content Engine
AI content abundance collapses trust while regulators demand proof-of-human. A productized agency selling verified founder media becomes the compliance layer, then the standard.
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.
The Ring Doorbell For The Sky
Remote ID broadcasts create a receipt layer for overhead drones. Consumer detection hardware doesn't exist. Neighborhood network effects make shared airspace truth defensible.
TikTok Food Trend Monetization
A century-old German cheese is selling out because a high school English teacher in Georgia found the laziest lunch in America. Viral recipes consistently cause grocery sellouts. The rails for shoppable content exist—but no one owns the trend-to-cart attribution layer yet.
Morning Triage for Niches
Google and OpenAI are training users to expect AI-run mornings. The free briefing normalizes the habit. The paid opportunity is vertical execution.
"Small Brand Hollywood" for TikTok Shop
Video drives 58% of TikTok Shop's $33B GMV. The creative bottleneck creates infrastructure opportunity in the protocol layer above commodity UGC.