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i didnt say revenue for a reason, but even thwn i highly doubt nike sells 30% of all US shoes

Notice im talking about shoes, not sneakers. theres a ton of womens wear that probably is a significant share of the whole market, of which nike has exactly 0%

Lets make it simple so there is no misunderstanding. Any company ownning at least x % of a given NAICS or SIC code. There.



So what are GitHub's NAICS or SIC codes? 7379 Computer Related Services? Think GitHub makes up 20% of all "Computer Related Services"? Does GitHub control 20% of 504500000 "Computers, peripherals, and software"?

Also, expanding out to "all shoes" or all apparel is like making GitHub "all developer-focused Software-as-a-Service". Can I really use Prada Satin platform sandals with crystals in the same way as Nike React Infinity Run Flyknit 3's? No, their utility is very different and they're not really interchangeable. Can I use Sendgrid in the same capacity as I use GitHub? No, their utility is very different and they're not really interchangeable. You need a tighter market segment to point to, such as at least "sports clothing" or "fashion clothing" or "source-code management" or "external communications tools".

Even then, I'm not so sure GitHub definitely has 20% or more of that whole market. It definitely has deep penetration in some parts of the market and it wouldn't surprise me if it does have 20% or more, but I wouldn't just necessarily just assume that. Do you have any information to share on actual marketshare? I don't and I did briefly look for it.




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