He’s in the email market (“people who buy email newsletter software”). Positioning matters, but only after you’ve chosen your market category. The point is, you have to focus on a category where people are already spending money. People switched from MailChimp to Convertkit.
But there’s one more important variable in there you missed: “how many people have that need?” The size of the market matters. If only a handful of people want it, it’s hard to build a comapny around that need.
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Perhaps you are missing the point. There might be ten companies willing to buy your product, but if they are willing to pay $100m each for it you still have a billion dollar market.
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It only matters that a product scales enough.
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