Market SelectionProven Pattern

Build shared infrastructure when you see many companies solving identical problems independently

When you observe hundreds of companies building the same features independently (payments, invoicing, compliance), there is an opportunity to provide those capabilities as shared API infrastructure. This transforms potential competitors into customers and creates a larger addressable market than any single end-user application.

When to use

When you notice duplicated effort across an industry where many companies need the same technical building blocks

Don't do this

Competing head-on with well-funded players building end-user applications instead of becoming the infrastructure they all need

5 Founders Who Did This

1
Moniteby Andrey Korchak

Observed hundreds of fintech companies building identical features (invoicing, payments, accounting). Pivoted from B2C SME tool to B2B API platform providing these shared building blocks.

Result:Transformed competitors into customers, reaching 20+ B2B customers and scaling to 60+ employees with seven-figure revenue
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2
Applied Intuitionby Qasar Younis

Observed that hundreds of AV companies were redundantly building identical simulation and validation infrastructure, and built shared tooling for all of them

Result:Created a new infrastructure category serving automotive, defense, mining, agriculture, and trucking
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3
Stripeby Patrick Collison

Identified that every internet company was independently solving the same painful payment integration problem, and built shared infrastructure to serve them all

Result:Stripe now powers payments for over 1 million businesses across 46+ countries
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4
Personaby Rick Song

Both founders spent years building identity infrastructure at Square and Dropbox, seeing how every company was building the same tools internally. They recognized this universal pain point from deep insider experience.

Result:Built the horizontal identity platform that hundreds of companies now use instead of building their own, reaching $141M revenue by 2024
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5
Moniteby Ivan Maryasin

Recognized hundreds of companies developing identical financial features and pivoted to become infrastructure serving all of them via API rather than competing as another fintech product

Result:Positioned in $27T B2B transaction market with 28 clients and 10x MRR growth
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