13 Businesses for the Age of AI
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/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/
