Market SelectionEmerging Pattern
Use historical medium timelines to identify early-stage opportunities despite apparent saturation
Compare new mediums to historical precedents to gauge actual maturity. Podcasting in 2024 is like radio in 1915—20 years old but still early compared to its eventual peak. This framework helps identify opportunities that feel saturated but are actually in their infancy when viewed on longer timescales.
When to use
When evaluating whether a market is truly saturated or just feels crowded due to recent hype
Don't do this
Dismissing opportunities because 'everyone already has a podcast/newsletter/YouTube channel'
1 Founder Who Did This
1
Danny Miranda Podcastby Danny Miranda
Compared podcasting (20 years old) to radio invented in 1895, noting that 20 years in (1915) was still very early compared to radio's eventual peak
Result:Saw podcasting as early-stage opportunity despite feeling saturated, validated by year-over-year listenership growth
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