Founders building in markets that still feel half-invented. Not polished sectors with clear winners and losers, but spaces where demand is visible, supply is fragmented, and nobody agrees on what the category even is yet. If it already feels stable, it’s probably too late.

Products that don’t need to be “distributed” in the traditional sense because distribution is already embedded in how they work. Things that spread through usage, dependency, or network effects — not marketing spend or outbound motion.

Teams that are comfortable operating without clean signals. People who can make high-quality decisions in ambiguity, ship fast without perfect information, and iterate in public without losing direction.

Ideas that look slightly misaligned with current market logic but become obvious once incentives are mapped properly. Not contrarian for attention — just structurally early in a way that makes them easy to underestimate.

And systems that compound. Products where early architectural choices lock in advantage over time — through data, workflows, or integration depth — rather than ones that reset every cycle and rely on constant re-acquisition.