Ideas & Opportunity
Market size & timing
Is it big enough, and why now?
Showing 12 of 18 questions. Clear filters
How big does my market need to be for this to be a real business?
It depends on your ambition: a bootstrapped indie business can thrive in a market worth a few million, but a venture-backed one needs a market that...
What are TAM, SAM, and SOM and how do I actually calculate them?
TAM is everyone who could ever use your category, SAM is the slice your product and geography can actually serve, and SOM is the realistic chunk yo...
Why does 'why now?' matter so much for a startup idea?
Most great startups ride a change that just made something newly possible or newly cheap: a new technology, regulation, behaviour, or cost curve. I...
My market is small right now but growing fast. Is that a problem?
A small, fast-growing market often beats a big, flat one, because you can ride the growth instead of stealing share in a knife fight. Investors and...
How do I size a market for India specifically when data is messy?
Ignore the '1.4 billion people' headline; the real spendable market in India is a fraction of that. Use frameworks like Blume's India1/India2/India...
Should I worry that my market is already crowded with competitors?
A crowded market is proof that people will pay, which is a good sign, not a red flag. What kills you is entering a crowded market with no sharp wed...
How do I estimate a market size when the product I'm building doesn't have a category yet?
When there's no clean market to point at, build the number from the behavior you're replacing, not from an analyst report that doesn't exist yet. C...
My market is huge on paper but almost nobody is actually paying for solutions today. Good sign or bad?
A big market with no spending usually means one of two things: you've found a real gap others missed, or there's a reason nobody pays that you have...
How do I know if the timing tailwind I'm counting on (a new regulation, a new tech) is real or wishful thinking?
Pressure-test the tailwind by asking what specifically has already happened versus what you're hoping will happen. A regulation that's passed and e...
My total market looks small, but each customer is worth a lot. Can a low-count, high-value market still work?
Yes, and it's often a better business than a huge market of tiny accounts, because a few hundred customers each paying serious money can build a re...
Everyone says my market is too niche to be venture-scale. When are they right, and when are they wrong?
They're right when the niche has a hard ceiling and no believable path to a bigger adjacent market: you win everyone and you're still small. They'r...
Two of us disagree on how big the opportunity is. How do we resolve a market-size argument between cofounders?
Stop arguing about the number and get specific about the assumptions behind it, because you're almost always disagreeing about who the customer is,...