MARKET

The market always recovers. Always. If it doesn't, no investment strategy will save you anyway — because civilization has ended.

Food delivery is a trillion-dollar market. We're at maybe 10% penetration. The opportunity isn't behind us — it's barely started.

In Southeast Asia, the motorbike is the car. If your ride-sharing app doesn't work for motorbikes, you don't understand the market.

Live commerce is already a $500 billion market in China. The US is years behind. We're not creating a new behavior — we're importing one that already works.

Every SaaS company that wants to sell to enterprises needs SOC 2. That's not a niche market — that's every ambitious software company on the planet.

In a recession, every company needs to cut software costs. In a boom, every company is buying more software and overpaying. We win in both markets.