Online payments get all the attention. But 70% of Indian commerce still happens offline. In stores. At counters. That's our market. The biggest market nobody in Silicon Valley talks about.
Europe has 25 million SMBs. Most of them bank with institutions that haven't updated their software since 2005. That's not a market gap — that's a canyon.
There are over 860,000 restaurants in America. We have 120,000. The runway is long.
We process $40 billion annually. That's still less than 10% of the global remittance market. The opportunity is massive.
Medicare Advantage is a $400 billion market. If we can do it better than the incumbents, the opportunity is generational.
Every business with recurring revenue — SaaS, streaming, insurance — can use Pipe. The market is massive.
European insurance is a trillion-dollar market. Even a small share is a massive business.
Gaming is not a niche. It is the largest entertainment category on the planet. The people who treated it as niche built small companies.
Farming is a $400 billion industry in America alone. It runs on handshake deals and information asymmetry. We're fixing both.
Wellness is a $1.5 trillion global industry. Somebody has to make the software that runs it. That somebody is us.
Pick a big enough market and a great enough founder, and time does most of the work for you.