In this solo episode, I walk through the 13 businesses I think are left to build in the agentic era. I believe that in a world of agents and abundance, owning the right assets puts you in a better position. For each business, I explain what it is, why it holds up in a world of agents, and one or two examples, from Othership’s sauna clubs to Osmo’s window-cleaning robots. This episode gives you a map of where to build next, at any age.
Timestamps
00:00 – Intro
01:15 – AI-Native Service Firms
02:57 – Offline Businesses
05:41 – Distribution and Organic Audiences
07:34 – Proprietary Data Sets
09:08 – Domain-Specific Harnesses
12:16 – Robotics and Physical AI
14:01 – Physical Products With a Fan Following
16:34 – Compute and Energy
17:31 – Health, Longevity, and Care
19:30 – Marketplaces and Social Networks
21:04 – Real Assets
21:46 – Vertical Agents
22:18 – Security
24:08 – Closing Thoughts
Key Points
• In an AI-native service firm, agents do most of the delivery and a human reviews the exceptions.
• Ad clicks went from about five cents in 2009 to $1–5 today, so I start with organic audiences.
• Proprietary data and domain-specific harnesses are the two gold rushes I see right now.
• Offline businesses, niche hardware, and robotics sell rooms, objects, and labor that agents only support.
• Compute, energy, and security are the scarce inputs every agent depends on.
The #1 tool to find startup ideas/trends – https://www.ideabrowser.com
LCA helps Fortune 500s and fast-growing startups build their future – from Warner Music to Fortnite to Dropbox. We turn ‘what if’ into reality with AI, apps, and next-gen products https://latecheckout.agency/
FIND ME ON SOCIAL
X/Twitter: https://twitter.com/gregisenberg
Instagram: https://instagram.com/gregisenberg/
LinkedIn: https://www.linkedin.com/in/gisenberg/
