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/
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