Frontier Sector 1Medicare Privatization — 68 Million Automatic Customers
The administration is actively considering a policy that would automatically enroll seniors into for-profit Medicare Advantage plans. The federal government pays insurers 20% more for MA enrollees than for traditional Medicare — a gap costing taxpayers $84 billion annually. A Trump-family-linked MA insurer targeting rural, conservative enrollees would represent a policy-manufactured captive market of 68 million Americans.
Frontier Sector 2The Golden Dome — $175 Billion With No Blueprint
Congress approved $23 billion for the "Golden Dome" missile defense initiative without a defined spending plan. Space Force awarded $3.2 billion to 12 companies for space-based interceptors. With no defined plan, contracts will be awarded with enormous executive discretion. The space-based interceptor market — satellite manufacturers, hypersonic tracking, directed-energy weapons — is wide open for new family positioning.
Frontier Sector 3Water Utility Privatization — Regulated Monopolies in Perpetuity
The administration's 2026 budget cuts State Revolving Funds by nearly 90%, explicitly encouraging states to "find alternative funding sources." Private water utilities are regulated local monopolies that generate guaranteed revenue in perpetuity. The Trump Organization's real estate and infrastructure experience maps directly onto this model.
Frontier Sector 4AI Surveillance & Biometric Platforms
DHS plans hundreds of millions in new surveillance technology contracts in 2026, expanding facial recognition, iris scanning, social-media monitoring, and deportation logistics infrastructure. The 1789 Capital playbook — VC stake in a company, then government contracts flow — has not yet been applied to this sector.