Söderström: Companies only capture or lose significant market share during macro changes
“When things are stable, market share stays stable. You don't eat market share. So when there's change, there's risk. You can lose market share, but that is also when you have the most opportunity to eat market share. If you adopt the change.”
Baker: 1% AI chip market share will equal $100B in value
“Like my rule of thumb is one percent market share is going to be worth a hundred billion.”
Recessions function primarily as market share redistribution events
“Recessions are market share redistribution events.”
Ramanujam: Enduring companies must dominate both market share and wallet share
“Good founders need to be able to dominate both market share and wallet share. It is not a choice. You need to get better at both, but this does not mean that you're putting equal effort on market share and wallet share at all given points in time, but it means…”
Manickam: NVIDIA cannot maintain a 90% market share indefinitely
“I always believe that you can't hold like 90% market share in anything. Right. So eventually, yes, you know, I know how quickly it is, you know, anybody's guess.”
Wessinger: First 10% market share is 'crawling through a ditch'
“We started to realize that the first 10% market share in every new market was like crawling through a ditch with a knife in your teeth, taking them down one at a time, like hand to hand combat as hard as hard gets. 10 to 25% market share, it was We were in the…”
Lemkin: SaaS companies must compete in categories where they lose most deals
“You gotta play in categories where you lose most deals to win. This is a weird thing. You gotta play in categories where you lose most deals.”
Sampath: FMCG brands cannot influence retail trade without serious category market share
“I feel like it's difficult to manage offline when you have, when you don't have depth in a category. You can't influence margins, you can't influence price, you can't influence you know, trade to get really attracted unless You have serious market share.”
Britton: Qualtrics holds less than 2% of the $80B research market
“Qualtrics is a 1.2 billion dollar revenue company in an eighty billion dollar market. So you're looking at less than two percent market share for the leading digital player in the research space.”
Moore: Startups should target beachheads where they can capture 30%–50% share
“You want to, your first pond, your target segment, Should be something that the next two years, if you hit your, you know, really high growth rates, it would be 3040, 50% of that, of the market share in that segment.”
Lemkin: SaaS Growth Slows Approaching 10% Market Share Within Core ICP
“Once you approach 10% market share in your, not, not in the whole world, but in your core ICP, your core market, it starts to slow down at 10%.”
Kelleher: 4% Profitable Market Share Beats 90% Unprofitable Share
“Let's focus on profitability. And if we have four percent of a market and we're profitable, that's better than having 90% of a market and being unprofitable.”
Forsgren: Fast, stable software delivery drives commercial profitability and market share
“Developing and delivering software with speed and stability drives things like profitability, productivity, market share.”
Kelleher: A profitable 4% market share is better than an unprofitable 90%
“So I said, let's focus on profitability. And if we have four percent of a market and we're profitable, that's better than having 90% of a market and being unprofitable.”
Startups with capital and product-market fit should aggressively pursue market share
“If you have access to capital and the product idea fundamentally makes sense, then I would say it overall is the right thing to do to be pretty aggressive early on and try and take as much market share as possible.”
A profitable 4% market share beats an unprofitable 90% share
“So I said, let's focus on profitability. And if we have four percent of a market and we're profitable, that's better than having 90% of a market and being unprofitable.”