This week on Tri Diligence: Havit, an app that answers one question at the exact moment it matters - standing in a shop, "do I already own this?" Photograph the item and a two-stage AI pipeline (embeddings to shortlist your likely duplicates, then a vision model for the final call) answers in about two seconds.
The founder's hook is real: they collect purple soda cans because the company is called Purpur, and keep forgetting in the store whether they already have that exact can.
Our three hosts fight over the one question that matters:
Jake (the marketer) - the "do I already have it?" moment fires exactly when the wallet is out; start with high-frequency, high-value niches, not every collector.
Sarah (the backer) - is a generic collection app a hobby in a crowded market, or is there real money in niches where duplicates cost real money (cards, sneakers, vinyl, whisky, wine)? And which of three models wins: affiliate at point of purchase, freemium subscription, or B2B white-label to shops and auction houses?
Ryan (the technologist) - the pipeline already works (serverless AWS plus embeddings plus a vision model); where AI is the product, and where a well-funded incumbent could bolt the same on.
Each host ends with a verdict - invest, wait, or pass - and one concrete first step. The honest bottom line: don't build an app for everything you could collect - build it for the thing you already buy every month.
Tri Diligence is an AI-produced analysis, made for entertainment and idea-exploration, not investment advice.
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