AI Startup Opportunities¶
Research and analysis for evaluating AI startup ideas, conducted March 2026.
Start Here¶
- Final Synthesis -- Master document with power rankings, strategic recommendation, and validation roadmap
GTC 2026¶
- GTC 2026 Plan -- Day-by-day strategic plan for NVIDIA GTC (March 16-19)
Deep Dives¶
- Edge MLOps Deep Dive -- NVIDIA acquisition thesis, Fleet Command gaps, competitive landscape
- Dev Copilot Deep Dive -- Air-gapped niche, platform risk analysis, ITAR/defense TAM
- Sovereign AI Research -- Market segments, competitors, product layer gaps
- Failed Startup Lessons -- 10 anti-patterns, 5 strategic moves, timing matrix from startups.rip
Software AI Analysis¶
- Trend Research -- 50+ startups across 12 categories
- Prioritization -- Scoring of 38 opportunities
- Competitive Landscape -- 10 categories with funding data
Physical AI Analysis¶
- Physical AI Overview -- Top 10 ranked with decision matrix
- Physical AI Trends -- 12 categories with market sizing
- Physical AI Prioritization -- Scoring of 28 opportunities
- Physical AI Competitive -- 12 edge AI categories
Validation & Scoring¶
- Deep Competitive Intel -- Reverse-engineering top 5 competitors
- Market Validation -- TAM/SAM/SOM + unit economics
- Idea Evaluation -- YC scorecard + pre-mortems
- Revalidation -- Re-scoring with real founder profile
- Full Revalidation -- Second pass emphasizing compliance domain
Customer Discovery¶
- Interview Prep -- Mom Test scripts for original top 5
- Interview Prep v2 -- Updated scripts for sovereign AI + compliance opportunities