I’m scouring the world for startups in 3 areas right now. If you’re building here, DM me…

AI Data for Construction — I dream of a world where robots make our houses. Houses will be cheaper and better-built than ever. 

But to get there, we need data. Lots of data.

For robots to build a house, they need enormous amounts of video of humans building houses.

So I’m looking for startups that are capturing video from construction sites. The easiest way is probably with Meta Ray-Bans, which are already used by several startups to collect video in other areas.

I recently did an investment in Cortex AI, which captures video from factories. But I don’t know of anyone doing this on construction sites.

Bulk B2B Purchases — Walmart can undercut the corner store because it buys in enormous volume. What if the corner store could do that?

I’m looking for startups that are bundling purchase orders from small businesses. These bundled orders could give small businesses the same great prices as the big boys.

AI Cybersecurity — AI does some wonderful things, but it also presents serious security risks. 

Hackers can use an AI browser like Atlas for prompt injection. This lets them take over your system and do whatever they want.

I’m looking for startups building security solutions to counter the threats posed by AI. 

There’s a lot of money here. If you can meaningfully improve security, enterprises will give you their grandma. 

Wrap-Up

One of the most fun parts of this job is dreaming up new startups. When I come up with a new idea, it’s usually not long until I find a startup doing it.

Helping robots build homes, small businesses compete with the big boys, and companies keep their data safe are three of the best opportunities I can think of.

If you want to start a startup but you’re not sure what to do, try one of these ideas. And when you do, shoot me a message!

More on tech:

Meet My Latest Investment: Cortex AI

Request for Startups: Drones, Healthtech and Art, Oh My!

My Favorite Books of 2025

Save Money on Stuff I Use:

Fundrise

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