INTERNAL · STINGRAY

What market do we address today?

Strategic synthesis · not a CRM (Attio is) updated internal — do not share externally what is this for?
View Strategic Detailed · Lens All focus decide defer not-focus · Sort · Group by · expand all collapse

What is this page for?

Strategic synthesis for fast alignment — investor updates, planning, onboarding, board memos. One question: what market are we addressing today, and why?

Three intents

1. Market research — bottom-up TAM / SAM / SOM per cohort, demographics, horizon, position size, AI openness, tooling spend. Sourced from Grain interviews, Neon enrichment, public stats. Every numeric value cites a source.
2. Competitive landscape — feature-by-feature positioning surface (compete / adopt / deliberately-different / future / not-relevant) per competitor. Who else hunts the same cohort. How we differ — explicit thesis per market.
3. GTM prioritization — divide-and-conquer — decision-action lens (focus / decide / defer / not-focus) per market with the WHY (priority_rationale). Attack surfaces listing every way to reach each cohort. Experiment-viability flag (can we A/B test, or is it relationship-sell only?).

What this page is NOT

Cross-checks — what to ask when reading this page

Focus markets: are we actually allocating engineering and outreach time? Is reachable growing? Does the differentiation_thesis still hold?
Decide-now markets: who owns the decision and by when? What's the trigger? Is the experiment viable (cohort ≥ 200) or relationship-sell?
Defer markets: what's the trigger to revisit? Is the SAM still big enough to matter when we do?
Not-focus markets: has the calculus changed? If not, the not-focus claim is doing the work of focusing us on what matters.
Page-level (monthly cross-check): sum of SOM 12mo across focus + decide ≥ quarterly target? Every focus market has an active attack surface? Every decide-now market has a priority_rationale that names the actual decision?