Market Share

topic on 11 shows · 16 statements across 16 episodes

the Knowledge Project Lenny's Podcast the Neon Show the Official SaaStr Podcast Invest Like the Best A Product Market Fit Show Top Founders How I Built This the a16z Podcast 20VC David Senra

16 statements about Market Share, every show

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.”
Gustav Söderström Jun 7, 2026 ▶ 1:12:41 The Company Apple Couldn't Kill | Spotify Co-CEO Gustav Söderström
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.”
Gavin Baker May 20, 2026 ▶ 44:23 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
Recessions function primarily as market share redistribution events
“Recessions are market share redistribution events.”
Shane Parrish Oct 21, 2025 ▶ 1:00:54 Jim Clayton: Turning Competitors’ Mistakes Into $1.7B [Outliers]
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…”
Madhavan Ramanujam Jul 27, 2025 ▶ 8:17 Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam
NEON SHOW Insight
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.”
Raja Manickam Jan 24, 2025 ▶ 36:02 Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam
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…”
Mike Wessinger Oct 28, 2024 ▶ 18:00 In 2004, they "almost bankrupted themselves". In 2024, they hit $500M ARR & a $5B valuation. | Mi... · PMF Show
SAASTR Insight
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.”
Jason Lemkin Oct 18, 2024 ▶ 39:07 The Future of AI and Sales in SaaS with Henry Schuck, CEO of ZoomInfo and SaaStr CEO Jason Lemkin
NEON SHOW Insight
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.”
Suhasini Sampath Mar 8, 2024 ▶ 49:51 Building YogaBar to a 500 Cr and selling it to ITC ft Founder Suhasini S
TOP FOUNDERS Assertion Supported
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.”
Matt Britton Jan 30, 2024 ▶ 6:49 Suzy.com did $65m Revenue Last Year. 18% was services so how did he keep 75% gross margin?
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.”
Geoffrey Moore Jan 25, 2024 ▶ 8:03 Geoffrey Moore on finding your beachhead, crossing the chasm, and dominating a market
SAASTR Insight
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%.”
Jason Lemkin Oct 27, 2023 ▶ 9:00 How to Navigate Strategic Change for Growth with SaaStr CEO and Founder, Jason Lemkin
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.”
Herb Kelleher Jan 4, 2019 ▶ 26:39 Remembering Herb Kelleher
a16z Assertion Not checkable as stated
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.”
Dr. Nicole Forsgren Jan 2, 2019 ▶ 14:40 a16z Podcast | Feedback Loops -- Company Culture, Change, and DevOps
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.”
Herb Kelleher Sep 25, 2017 ▶ 26:24 Southwest Airlines: Herb Kelleher (2016)
20VC Insight
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.”
Rahul Mehta Jul 24, 2017 ▶ 12:15 20VC: Investing $200m In Facebook, The 3 Stages of Founder Development & Why Creating A New User Behaviour Can Be Unit Economics Inefficient with Rahul Mehta, Managing Partner @ DST
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.”
Herb Kelleher Nov 21, 2016 ▶ 26:00 Southwest Airlines: Herb Kelleher

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