The hottest Market Size Substack posts right now

And their main takeaways
Category
Top Technology Topics

CIAM Market Size

ciamweekly • 62 implied HN points • 27 Jan 25
💼 Business Market Size Financial Analysis SaaS Cybersecurity Revenue Models
  1. The CIAM market is growing fast, with estimates ranging from $12.5B in 2024 to $43.6B in 2034. This shows a big interest in managing customer identities.
  2. CIAM is different from IAM, focusing on customers instead of employees. This market is not as big as data storage or CRM but has its own importance.
  3. Companies in this market can earn a lot, but revenue is unevenly spread. Some big firms like Auth0 and Ping pull in significant revenue, while smaller startups are also emerging.

Venture Backed Startups in Israel and India: The US Connection

Golden Pineapple • 7 HN points • 24 Jul 23
💼 Business Startups Venture Capital Tech Innovation Market Size Investors
  1. More than 30% of venture-backed Israeli and Indian startups establish headquarters in the US for various benefits like access to resources and investor preference.
  2. The United States, particularly Silicon Valley, is a top choice for startups due to tech innovation, a thriving ecosystem, market size, ease of incorporation, and investor preferences.
  3. Indian and Israeli startups face unique challenges in their home countries, making the US a natural choice for expansion and growth.

Seurat and the Opportunity in Vertical AI

Digital Native • 0 implied HN points • 07 Feb 24
🕹 Technology AI SaaS Startups Market Size
  1. Great products and founders can expand markets by addressing unique pain points and offering innovative solutions.
  2. Vertical SaaS companies follow a playbook of starting with a key pain point solution and then expanding their product suite for increased customer lifetime value.
  3. Vertical AI applications are emerging with a focus on industry-specific expertise and unique insights, leading to a new wave of innovation.

The Education Business: A Road Map for Disruption

Musings on Markets • 0 implied HN points • 02 Sep 14
🚌 Education Disruption Non-profit Accountability Market Size Competition
  1. Education is a business because it has a mission, a product, and customers. Universities sell degrees, so they should be held accountable just like any other business.
  2. The current education system isn't truly non-profit; it still generates surpluses that benefit administrators and faculty, rather than focusing solely on student education.
  3. The education sector is ripe for disruption due to its inefficiencies and lack of customer focus. Disruptors need to understand what makes education valuable beyond just classes, like social networking and career support.

Growth (Part 1): The Limits of Growth

Musings on Markets • 0 implied HN points • 26 Oct 11
💼 Business Business Growth Market Size Revenue management Valuation Techniques Investment Strategies
  1. When valuing growth companies, you need to think about how big their revenues can actually get based on the market size. Companies in larger markets can expect to earn more than those in smaller markets.
  2. Some companies can surprise everyone and grow more than expected by changing what they sell, expanding to new places, or coming up with new innovations. This can make their potential market much bigger.
  3. Investors often get the big picture right but mess up when looking at individual companies. They might think many businesses can grow quickly, but if they all try to take a big share of the market, profits can get squeezed.
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