Niche business tools. Ones that solve specific problems or improve workflows unique to industries. I think this is a going to be interesting because you will have a ton of industry SMEs who now can just ask an AI to build them a tool to solve a unique problem they've seen throughout their career and start a business on it (hopefully). I know someone doing this exact thing, and it seems to be working so far.

Been thinking about this a lot myself.

My current answer: go vertical and messy.

Ex, Healthcare portals with ugly data. Compliance platforms with painful regulations. B2B tools with 6-month sales cycles.

Please code me a Microsoft excel with Claude Code.

Any business that already has a network effect of services and the data that will thrive on even more AI content.

Meta (Instagram, Threads), Bloomberg, X, YouTube, Snap, Netflix, TikTok, Valve.

Coding agents are not designed to clone network effects nor can they.

Any business that solves a problem. The tech is always a commodity. The valuable parts are usually the data, the services offered, etc. and they have good distribution which makes their moat strong.