Competition & Market Analysis

Objectives

This section on market sizing & competition analysis provides resources and materials to support the following learning objectives:

1. Assess the market potential for a startups idea in terms of addressable, servicable and obtainable market shares.
2. Combine top down and bottom up approaches in your market sizing attempts.
3. Apply the Fermi estimation logic to quantify unknonws.
4. Understand different types of markets and modes of competition.
5. Conduct and visualize the competition analysis for a startup idea.

Lecture on Competition and Market Analysis

• Slides

Market Sizing: The Startup Way

• The Startup Way: TAM, SAM, SOM
  
• Top Down vs Bottom Up I
  
• Top Down vs Bottom Up II
  
• Market Sizing Example

Market Sizing: Guesstimation vs Research

• Fermi Estimation I
  
• Fermi Estimation II
  
• Market & Competition Analysis with Google Keyword Planner
  
• Other Free Keyword Planning Tools

Competition Analysis

• How Startups (Should) Craft a Competition Narrative (Peter Thiel):
  
  
  
  
• Market Types & Competition (Steve Blank)
  
• Visualize Competition I
  
• Visualize Competition II
  
• Visualize Competition III

Choosing Competition: The Entrepreneurial Strategy Compass

• Intro:
  
  
  
• Intellectual Property Strategy:
  
  
  
• Value Chain Strategy:
  
  
  
• Disruption Strategy:
  
  
  
• Architectual Strategy: