Thesis
Thinking About AI
85% of the US economy is untouched by AI. Here's where the opportunity actually is.
Interactive Map
Where AI investment is vs. where it should be
Each bubble is a sector of the US economy. Size = GDP. Position = where it sits on AI penetration vs economic mass. Hover to explore. Click to expand.
All Sectors — tap to expand
Bits
Saturated
The digital economy has been colonized. High AI activity, fierce competition. The category is building itself.
Finance & Insurance
$2.2T
Fraud detection at scale — Visa saved $40B. JPMorgan: 250K employees on LLM Suite weekly. Ramp is the AI-native playbook for SMBs.
Professional Services
$2.8T
Fastest-growing GDP sector (+9.9% YoY). Harvey ($11B), Legora ($5.5B), CoCounsel (1M users). New entrants need extreme differentiation.
Information / Tech
$1.6T
Cursor at ~$50B. 93% of YC S25 is AI. The sector is building the tools the rest of the economy will run on.
AI Defense
$0.2T
$49B in 2025 funding — nearly 2x YoY. Anduril at $30.5B. Founders Fund's largest single check ever ($1B). Structural, not cyclical.
Atoms
The Opportunity
Physical industries with massive GDP and near-zero AI penetration. The gap between value creation and investment is structurally extreme.
Government
$3.5T
YC's least popular category. 90,000 entities, 18-36 month procurement. Cooperative contracts unlock the whole market at once.
Manufacturing
$3.0T
Top 200 companies have AI. The other 260,000 don't. Quality inspection delivers 200-300% ROI. It's a distribution problem, not a technology problem.
Construction
$1.3T
Productivity up 10% in 22 years. Manufacturing improved 90% in the same period. 0.04% VC penetration. Every problem is document-based.
Food Service
$1.0T
Miso Robotics failed by retrofitting robots into human kitchens. The play is designing spaces for automation from day one.
Transportation
$1.0T
Down 76% from 2022 peak after Convoy. But dock scheduling alone eliminates $150-300/container/day in detention charges.
Utilities + Real Estate
$1.0T
Rate-of-return regulation blocks IOUs, but 900 rural co-ops move faster. Energy optimization delivering 20-37% savings — Phase 1 is pure software.
Software intelligence is a commodity. The people who can wire it into the 85% of the economy that hasn't been touched yet are the scarcest resource there is.