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SATURDAY, MAY 23, 2026 · MINED FROM 129 PODCASTS

May 23: AI agent chases sponsors for missing slides

Good morning.B2B event organizers are finally automating the worst part of sponsor management.

May 23: AI agent chases sponsors for missing slides

Event organizers spend weeks manually hounding sponsors for missing deliverables. Now, autonomous agents are cross-referencing CRM data to instantly email hyper-personalized checklists to hundreds of sponsors. Instead of generic reminders that get ignored, the AI flags exactly who still needs to submit slides or team registrations.

Build it tonight

A perfect weekend build: an agent that cross-references CRM data to email event sponsors missing deliverables. One user sent 83 custom emails in minutes.

vertical AI tooling

Autonomous Sponsor Success Agent

Build an agent that cross-references CRM data to email event sponsors personalized checklists of missing deliverables like slides and team registrations.

Why now: Agents can now reliably read complex CRM states and draft highly specific, accurate outbound emails without human review.

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Discussing: B2B conference hosts and trade show organizers

“he sent 83 in a row just in a matter of minutes... some of this is pretty minor... but they haven't given us their slides that matters... this is custom to each customer”

Opportunity Generic reminder emails get ignored. AI can instantly generate hyper-personalized checklists for hundreds of sponsors based on real-time CRM gaps.

SaaStr 854: The Agents #005, Our AI is Hiring! Would You Work for One? And Are Autonomous Agents ... Safe? · May 19, 2026

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Sanity check: What would have to be true: event sponsors will actually read and respond to automated checklist emails instead of ignoring them until a human calls.

Build it without code

A pure hustle play requiring zero code: buy bulk untested TI-84s for $5 and drop-ship to B2B buyers who pay $10-$20, absorbing QA risk.

B2B marketplace

Zero-touch calculator arbitrage

Buy bulk untested TI-84 calculators online and drop-ship them directly to B2B school suppliers who test and pay fixed rates per unit.

Why now: High demand for specific legacy electronics creates predictable floor prices even for broken units.

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Discussing: B2B school suppliers and e-waste buyers.

“We literally sent them. We bought them, sent them untested to this guy. This guy tests them for us, and he's like, all right, I'm going to pay you $20 each for the working, like $10 for broken. We pay like $5 each.”

Opportunity Bypassing the testing phase entirely by finding a downstream buyer who absorbs the QA risk in exchange for guaranteed volume.

Old VCRs are VERY Profitable. ANYONE can do this! - Ep. #302 · May 22, 2026

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Sanity check: What would have to be true: downstream B2B school suppliers have enough margin and testing efficiency to absorb the QA risk from random bulk shipments.

Today's Startup Ideas

Specific plays distilled from this week's founder/operator podcasts.

vertical AI tooling

Autonomous Sponsor Success Agent

Build an agent that cross-references CRM data to email event sponsors personalized checklists of missing deliverables like slides and team registrations.

Why now: Agents can now reliably read complex CRM states and draft highly specific, accurate outbound emails without human review.

▾ Show more ▴ Show less

Discussing: B2B conference hosts and trade show organizers

“he sent 83 in a row just in a matter of minutes... some of this is pretty minor... but they haven't given us their slides that matters... this is custom to each customer”

Opportunity Generic reminder emails get ignored. AI can instantly generate hyper-personalized checklists for hundreds of sponsors based on real-time CRM gaps.

SaaStr 854: The Agents #005, Our AI is Hiring! Would You Work for One? And Are Autonomous Agents ... Safe? · May 19, 2026

▶ Listen

B2B marketplace

Zero-touch calculator arbitrage

Buy bulk untested TI-84 calculators online and drop-ship them directly to B2B school suppliers who test and pay fixed rates per unit.

Why now: High demand for specific legacy electronics creates predictable floor prices even for broken units.

▾ Show more ▴ Show less

Discussing: B2B school suppliers and e-waste buyers.

“We literally sent them. We bought them, sent them untested to this guy. This guy tests them for us, and he's like, all right, I'm going to pay you $20 each for the working, like $10 for broken. We pay like $5 each.”

Opportunity Bypassing the testing phase entirely by finding a downstream buyer who absorbs the QA risk in exchange for guaranteed volume.

Old VCRs are VERY Profitable. ANYONE can do this! - Ep. #302 · May 22, 2026

▶ Listen

vertical AI tooling

AI Agents for Healthcare Revenue Cycle

Deploy language models to automate healthcare claims and prior authorizations, replacing offshore labor and reducing collection costs.

Why now: Language models are now capable of handling complex administrative tasks like claims and appeals, arriving just as healthcare providers face severe burnout.

Tanay Tandon · TBPN

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Discussing: Healthcare providers, independent practices, and large health systems like HCA.

“I think the final end state there is you have models talking to models you eliminate the labor costs and you take health care from this 14 15 percent cost to collect business and turn it into a visa and mastercard like business”

Opportunity Healthcare providers currently pay 14 to 15 percent to collect revenue; AI agents can reduce this to Visa-like 2 to 3 percent interchange fees.

Google I/O Reactions, Birth Rate Debates, Spotify's New Icon | Jim Belosic, Aidan Dewar, Fai Nur, Tanay Tandon, Ajeya Cotra, Philip Inghelbrecht · May 19, 2026

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physical-world infra

On-Demand Sheet Metal Manufacturing

Provide elastic capacity for sheet metal and CNC manufacturing, delivering custom parts to defense primes and robotics startups.

Why now: The push to reshore American manufacturing and the rapid growth of hardware startups creates massive demand for fast, domestic production.

Jim Belosic · TBPN

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Discussing: Defense primes, robotics startups, and hardware hobbyists.

“it is mom and pops, but then it's also what 85% of the top five primes and the tier one defense people use of us. Anduril is a huge customer, Zipline is a huge customer, and then just the guys in their garage making cool stuff”

Opportunity Hardware companies are bottlenecked by slow manufacturing; offering next-day delivery for custom metal parts accelerates their sales velocity.

Google I/O Reactions, Birth Rate Debates, Spotify's New Icon | Jim Belosic, Aidan Dewar, Fai Nur, Tanay Tandon, Ajeya Cotra, Philip Inghelbrecht · May 19, 2026

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physical-world infra

3D-printed defense manufacturing infrastructure

Divergent acts as the AWS for defense neoprimes, 3D-printing complex metal airframes for cruise missiles at 50% lower cost per unit.

Why now: Shift from cost-plus contracts to fixed-price incentives, plus the need for rapid, commoditized munitions in modern conflicts.

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Discussing: Defense neoprimes and legacy primes (e.g., Mach Industries, Lockheed, Raytheon).

“A single one of our 3D printers can do about 200 of your typical cruise missile airframes per year... On the cost side, we've had programs where we've actually been 50% cheaper per unit.”

Opportunity Instead of competing as a prime contractor, build the manufacturing infrastructure layer that allows neoprimes and legacy primes to scale production.

From hypercars to cruise missiles: Lukas Czinger on the future of US defense | E2292 · May 23, 2026

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physical-world infra

3D-Printed Injection Molding Alternatives

Use rapid 3D printing to replace expensive offshore injection molding for hardware startups and small-run prototypes.

Why now: Advancements in 3D printing speed and material quality make it competitive with traditional offshore injection molding for smaller batches.

Jim Belosic · TBPN

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Discussing: Startups and hardware companies needing small runs or prototypes.

“Injection molding is incredibly expensive to get the molds made. Almost all the molds are made offshore, but if you can 3D print really, really rapidly, then it is competitive, especially for small runs or startups or prototypes.”

Opportunity Injection molds are traditionally expensive and offshored; rapid 3D printing can capture the small-run and prototype market domestically.

Google I/O Reactions, Birth Rate Debates, Spotify's New Icon | Jim Belosic, Aidan Dewar, Fai Nur, Tanay Tandon, Ajeya Cotra, Philip Inghelbrecht · May 19, 2026

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E-commerce infrastructure

Decoy product listings for bot mitigation

Minted New York defeated checkout bots by creating decoy listings with standard metadata while hiding the real product behind an unsearchable, visually distinct listing.

Why now: Reseller bots are increasingly sophisticated at bypassing standard age gates and CAPTCHAs, requiring brands to use creative honeypots to ensure actual customers get the product.

Marcus Milione · TBPN

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Discussing: High-hype DTC brands and streetwear companies

“I had those two decoy listings on there. Because I guess, you know, the bots don't look at the screen. They're just going right to checkout. And so I had those be the correct listing, naming, structure, everything.”

Opportunity Traditional bot mitigation like raffles ruins the customer experience. Simple UI misdirection traps headless bots while keeping the first-come, first-serve drop model pure for real fans.

Google I/O Reactions, Large IPOs Incoming, Figma's AI Assistant | Dylan Field, Brian Chesky, Feross Aboukhadijeh, Tae Kim, Immad Akhund, Marcus Milione · May 20, 2026

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physical-world infra

Autonomous drone power line inspections

Sell autonomous drone inspections to utilities to reduce wildfire ignitions, targeting a segment responsible for 60% of acres burned.

Why now: Disasters cost the US economy $1 trillion annually, and utilities are facing existential financial threats from fire liabilities, forcing them to adopt preventative technology.

Bill Clerico · TBPN

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Discussing: Large utility companies and energy grid operators

“We just invested in a company called Voltair, which does autonomous drone power line inspections. So, you know, utilities cause about 11% of fire ignitions, but about 60% of the acres burned.”

Opportunity VCs typically avoid selling to utilities, but massive bankruptcies like PG&E have forced a shift in buying behavior toward preventative infrastructure tech.

SpaceX IPO, The Erdős Problem, Spotify CEO Joins | Alex Tabarrok, Bill Clerico, Alex Norström, Jordan Schneider, Christina Lee Storm, Erik Bernhardsson · May 21, 2026

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creator economy

Talent agency for virtual influencers

Build the CAA for AI-generated personalities, focusing on owning the underlying intellectual property rather than just taking a representation fee.

Why now: Generative AI makes it cheap and fast to create hyper-realistic, consistent virtual personalities that can scale infinitely without burnout or PR scandals.

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Discussing: Consumer brands seeking influencer marketing campaigns

“creating entire agency of virtual people... we're going to have the CAA of virtual people. They're all going to be the most famous virtual people. And we're in the IP business, not the representation business.”

Opportunity Instead of taking a standard representation fee from human creators, an agency that owns virtual talent captures total IP value without human unpredictability.

How Gary Vee runs 7 businesses · May 19, 2026

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vertical AI tooling

AI-Native Marketing Ops Platform

Build an off-the-shelf AI marketing ops tool that pulls API data to automate dashboards and newsletters; SaaStr would pay $50k annually for it.

Why now: GPT-4o Mini makes API data analysis cost less than a penny per call, dropping the cost of running an AI VP to $257/month.

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Discussing: B2B SaaS and media companies

“we would dump both of them if there was an off the shelf tool... Even if they were 50K year tools, we would move to them in a minute if we didn't have to build them”

Opportunity Most 'AI CMOs' are just ad managers. Founders actually want an AI marketing ops manager that pulls API data to build dashboards and schedule emails.

SaaStr 854: The Agents #005, Our AI is Hiring! Would You Work for One? And Are Autonomous Agents ... Safe? · May 19, 2026

▶ Listen

B2B SaaS

AI Manager For Junior Marketers

An AI agent that analyzes daily marketing data to generate and assign specific campaign tasks to junior human employees.

Why now: Custom AI agents can now generate better daily tactical ideas than junior staff, but still need humans to safely execute and avoid spamming databases.

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Discussing: Marketing teams with junior staff or outsourced agencies.

“If we did today, maybe they would report to 10K... It would know what to do every day and every hour and every minute. It would have the three ideas of the day, and it would assign it”

Opportunity Instead of humans managing AI, the near-term unlock is AI managing junior humans who lack strategic judgment but can execute.

SaaStr 853: The Agents #004: Tragedy Apps, Too Many AI SDRs, and Why Your Next Hire Should Report to an Agent · May 6, 2026

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vertical AI tooling

AI agent for marketplace negotiation

An AI agent that scrapes Facebook Marketplace for vintage electronics, automatically messages sellers to negotiate prices, and secures inventory for human resellers.

Why now: LLMs are now capable of handling multi-turn negotiation and context-aware messaging on platforms like Facebook Marketplace.

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Discussing: Professional resellers and side-hustlers sourcing inventory from local marketplaces.

“how can i set up claude co-work or open claw or some ai agent to go have hundreds of conversations for me every day negotiate haggle can you deliver it to me 10 bucks here's my venmo”

Opportunity Automating the most tedious part of local arbitrage—sourcing and haggling—turns a manual side hustle into a scalable operation.

Old VCRs are VERY Profitable. ANYONE can do this! - Ep. #302 · May 22, 2026

▶ Listen

AI infrastructure

Consent-driven human data marketplace

Pay consumers to upload personal data and complete specific physical tasks to provide licensed, consent-driven training data for AI labs.

Why now: AI labs are facing intense scrutiny over copyright and IP laws, creating massive demand for explicitly licensed, consent-driven human data.

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Discussing: AI labs training foundational models and robotics systems.

“We had a recent lab... that was willing to offer a thousand dollars for a full person's camera roll. Just the selfies... and they wanted a hundred thousand people. Actively working on that contract right now.”

Opportunity AI labs preparing for IPOs cannot risk buying unlicensed data. Consent-driven consumer data is highly valuable, but fraud detection at scale is the primary bottleneck.

Avi Patel on the startup that copied Kled and why he called out General Catalyst by name | E2291 · May 21, 2026

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creator economy

Niche media format cloning

Clone highly engaged newsletter formats from obscure verticals into high-velocity markets to build lean, high-margin media assets.

Why now: Attention markets reward proven engagement formats, allowing founders to bypass format discovery and focus purely on execution and audience building.

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Discussing: Retail investors and crypto enthusiasts.

“I'm watching Kevin Van Trump and he's got his newsletter for farmers... What if we created a newsletter for crypto? Just like this guy's done for farming... in one year, we built the largest crypto newsletter in the world... sold it for millions of dollars.”

Opportunity Don't invent new formats. Find a highly engaged media format in an obscure vertical, like farming, and port it directly to a high-attention market like crypto.

Mohnish Pabrai: How to be a top 1% investor · May 22, 2026

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B2B SaaS

Vertical SaaS micro-acquisition rollup

Acquire niche vertical software companies at 5x cash flow, bump license fees by 20 percent, and run a highly delegated buy-and-hold M&A engine.

Why now: There are 70,000 to 100,000 private vertical software companies in the US, creating a massive, fragmented target pool too small for traditional private equity.

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Discussing: Vertical market software companies doing under $20M in revenue.

“They buy a company like every three days... paying maybe five times cash flow. But then almost immediately... they bump up the license fees about 20%... effectively buying it for three or four times.”

Opportunity Private equity ignores micro-SaaS deals due to size and flip-mentality. A buy-and-hold acquirer can compound cash flows by applying standardized pricing and operational playbooks.

Mohnish Pabrai: How to be a top 1% investor · May 22, 2026

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B2B Services

K-12 Professional Development Publishing

Acquire or build educational publishing companies focused on professional development for K-12 educators, a niche that can scale to nine figures.

Why now: Education requires continuous professional development, providing a stable, compounding revenue base for long-term operators.

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Discussing: K-12 schools and school districts

“one of his most successful companies ends up being a educational publishing company that do professional development for the K through 12 space... They bought a two and a half million dollar revenue company back in 1998. And you know, it now does well over a hundred million”

Opportunity Professional development for K-12 is a sticky, recurring need that can scale massively under a long-term holdco structure.

The Origins and Future of a 9-Figure SMB Holdco · May 18, 2026

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service productization

AI-accelerated custom dashboards for fractional CFOs

Charge $5k to $25k upfront for custom reporting dashboards, use AI to compress delivery to days, and convert clients to $500/month maintenance subscriptions.

Why now: AI can now write the API connectors, unit tests, and smoke tests needed to compress custom dashboard delivery from 30 days down to 7 days.

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Discussing: Agencies, fractional CFOs, and EOS integrators.

“They discovered a whole new customer type. There are partners, you know, agencies and fractional CFOs, EOS integrators who want this type of thing... AI is actually really good at building that and writing all the unit tests.”

Opportunity Use unscalable, high-ticket custom dev to fund customer discovery, then use AI to compress delivery times and lock in high-LTV, negative-churn MRR.

Episode 833 | Success Patterns of Nobel Laureates, Developing Expertise, and From Zero to $10k (A Rob Solo Adventure) · May 19, 2026

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SMB acquisition

14-Chair Nail Salon Roll-Up

Acquire 14+ chair nail salons at 1.5x multiples and install $80k/yr managers, avoiding smaller shops where owner labor masks low profitability.

Why now: Aging immigrant owners are retiring without exit strategies, selling cash-flowing businesses at 1.5x multiples to buyers who can professionalize operations.

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Discussing: Retiring nail salon owners with 14+ chairs and $800k-$1.5M in annual revenue.

“Then I quickly came to the realization that the size I need to look at is medium to larger size. So 14 chairs and more, not smaller ones... they can generate between $800,000 in revenue to 1.2, 1.5.”

Opportunity Small 6-10 chair salons look profitable but rely entirely on the owner doing nails. 14+ chairs generate enough revenue to support an $80k manager salary.

Rolling Up an Industry with 1.5x Multiples · May 21, 2026

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Movements to Watch

Patterns surfacing across multiple shows. Track these before consensus.

Reshoring Physical Manufacturing

Defense and hardware startups are forcing a domestic production renaissance.

The push for rapid iteration in robotics exposes the latency of offshore supply chains. Founders are building elastic, domestic capacity using 3D printing and automated CNC to deliver custom parts in days rather than months.

Autonomous Middle Management

Software is shifting from generating content to managing junior human workflows.

Instead of humans managing digital assistants, the near-term unlock is deploying agents to assign tactical tasks to junior employees. These systems pull API data, generate daily action plans, and handle the rote scheduling that previously bogged down middle managers.

Micro-SaaS Holdcos

Buy-and-hold acquirers are targeting niche software companies too small for private equity.

There is a massive, fragmented pool of private vertical applications doing under $20M in revenue. Operators are acquiring these assets at low multiples, standardizing pricing, and running highly delegated M&A engines to compound cash flows over decades.

Founder Signal

How operators are thinking — frameworks, anti-patterns, sharp moves.

Use UI misdirection to trap headless checkout bots.

Traditional mitigation ruins the customer experience for real fans. Minted New York defeated reseller scripts by creating decoy listings with standard metadata while hiding the real product behind an unsearchable, visually distinct page.

Clone proven engagement formats from obscure verticals.

Do not invent new media structures from scratch. Find a highly engaged newsletter in a niche market like farming, and port it directly to a high-velocity attention sector like crypto to bypass format discovery.

Capital Flow

Where money's moving today — funding rounds, M&A, valuation signals.

Voltair secures investment for autonomous drone power line inspections.

Utilities are facing existential financial threats from fire liabilities, forcing a shift in buying behavior toward preventative infrastructure tech like aerial monitoring.

From the Conversations

TBPN

AI Agents for Healthcare Revenue Cycle

Google I/O Reactions, Birth Rate Debates, Spotify's New Icon | Jim Belosic, Aidan Dewar, Fai Nur, Tanay Tandon, Ajeya Cotra, Philip Inghelbrecht

May 19, 2026 · 2h 16m · 3quotes pulled

“I think the final end state there is you have models talking to models you eliminate the labor costs and you take health care from this 14 15 percent cost to collect business and turn it into a visa and mastercard like business”

Tanay Tandon
▶ Listen

The Official SaaStr Podcast: SaaS | Founders | Investors

AI-Native Marketing Ops Platform

SaaStr 854: The Agents #005, Our AI is Hiring! Would You Work for One? And Are Autonomous Agents ... Safe?

May 19, 2026 · 1h 18m · 2quotes pulled

“we would dump both of them if there was an off the shelf tool... Even if they were 50K year tools, we would move to them in a minute if we didn't have to build them”

▶ Listen

The Koerner Office - Business Ideas and Deep Dives with Chris Koerner

Zero-touch calculator arbitrage

Old VCRs are VERY Profitable. ANYONE can do this! - Ep. #302

May 22, 2026 · 54m · 2quotes pulled

“We literally sent them. We bought them, sent them untested to this guy. This guy tests them for us, and he's like, all right, I'm going to pay you $20 each for the working, like $10 for broken. We pay like $5 each.”

John
▶ Listen

Sources

We listen to every podcast so you don't have to