Framework
The Arbitrage Model for Spotting Opportunity
Map where capital and attention are flooding. Build into the vacuum they leave behind.
How it works
- 1Identify the current dominant wave of capital and attention — right now, that is AI infrastructure.
- 2Map what adjacent human needs are being left underfunded in the wake.
- 3Mental health for founders, social connection infrastructure, physical world design — these sit in the vacuum.
- 4Build into the empty space while everyone else chases the wave.
- 5The best opportunities are hiding in the shadow of obvious trends.
Hear it on the podcast
The Soft Skill Crisis Costing Healthcare BillionsListen to the episodeMore from this episode
The Trojan Horse Go-To-MarketDon't storm the castle. Enter through the institution that trains buyers before they become buyers.The Behavior Change ProblemContent consumption and behavior change are not the same thing. Repetition in a simulated environment is the only path.The Cinematic AI ArchitectureReal-time AI video generation isn't production-ready. Build around the constraint instead of waiting for it to disappear.The Only Hearing Yeses WarningIf you are only hearing yeses from the market, that is not validation — it is a sign you are not pushing hard enough.
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