3 builders who never spoke to each other
Require a market that is growing, not just big
Growth rate matters as much as raw size: a modest category expanding fast beats a larger static one, because rising demand forgives mistakes and a flat one punishes them. Check the trend line before you commit, since the same effort in a shrinking market returns nothing.
The method
- 01
Pick a market that is both large and getting larger, and check the number before committing.
- 02
Choose a market that is big and getting bigger, because it hands you many niches, many ways to deliver value and many routes to market, so a first idea that fails is not fatal.
- 03
Check that your addressable market is expanding rather than shrinking, and pick the growing side of any pair of comparable customer types.
- 04
Check whether the market you are entering is growing. A flat category makes fundraising hard and leaves you unable to outspend the incumbents.
- 05
A market that is currently modest but expanding fast can outperform a bigger static one, so weigh the growth rate alongside the raw size.
What it returned
- 11%
WordPress ran 11% of the ten million biggest websites when he started WP Engine, and 43% by 2023.
He lists the side benefits: budgets are already allocated, price expectations already exist, the press already covers the category, and the channels are already built.
Suggests online retailers over mall shops, ride-hailing drivers over conventional taxi drivers, and freelance designers over corporate accountants
The founder describes nutrition and colleges as stale, non growing markets, and says competing with MyFitnessPal and Noom would have needed a few million dollars.
Sources
- The myth of the niche marketJustin Jackson · justinjackson.ca · Launching a SaaS · undated
- Who wants this today?Justin Jackson · justinjackson.ca · Case study: FeedbackPanda · undated
- What makes a strategy greatJason Cohen · longform.asmartbear.com · Asymmetric · 2023-08-13
- The roadmap to Product/Market Fit (PMF)… maybeJason Cohen · longform.asmartbear.com · WP Engine followed the roadmap and became a unicorn · 2023-12-24
- 💲 Why Is Charging $1 Infinitely Better Than Charging $0? - Trends.vcDru Riley · trends.vc · 📈 Breakout Market of the Week · 2025-05-19
- Chapter 2: What Makes A Good Micro-SaaS Idea? - Tyler TringasTyler Tringas · tylertringas.com · Sell to growing markets · 2016-10-28
- Building a Nutrition B2B SaaS That No One DemandedAlex Hu · failory.com · Which were the causes of WePlate’s failure? · undated
the second source
Three plays a week, for the phase you are in
No roundup of links, no news. Three tactics more than one builder arrived at separately, with the numbers each one returned and the disagreements left in.
More in positioning
- Do the boring market homework yourself7 unconnected · contested
- Build for a market you already belong to6 unconnected
- Aim everything at the segment you already win6 unconnected
- Narrow the category until you are its only occupant6 unconnected
- Pick the fight the incumbent cannot win6 unconnected
- Pick the market nobody is excited about6 unconnected