Operate Bastion

Healthcare 17 activities. $4.5T market. One thesis for each.

Power & Utilities 22 activities. $500B market. Operational telemetry is the new alpha.

Insurance Property & Casualty 16 activities. $529B DWP. AI displaces $86B. MGA Brokers 12 activities. $84B market. $30.8B AI-compressible.

Legal Services 14 activities. $450B market. AI rewrites the billable hour.

eCommerce Marketplace 14 activities. $3.2T market. Direct-to-Consumer 10 activities. $4.2T market.

Book of Theses Ventures Webinars Blog About

Operate Bastion

Healthcare Power & Utilities Insurance Property & Casualty MGA Brokers Legal Services eCommerce Marketplace Direct-to-Consumer

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Blog / January 8, 2026

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