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docs(maker-platform): Tier-5 cleanup — drop duplicate TAM header, date the Etsy stat

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- remove the duplicated '**How big is the opportunity (TAM)?**' header
- add the 2023 baseline to the Etsy active-seller decline (~9M (2023) → ~5.6M)
  so the load-bearing stat carries its timeframe (sources in memo §12)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Ben Stull
2026-06-15 12:22:16 -07:00
parent 08a3887937
commit 1261db941f
1 changed files with 1 additions and 3 deletions
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docs/maker-platform-pr-faq.md
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@@ -558,7 +558,7 @@ incumbents stood on each turn into anchors — which is the opening:
unassailable. The answer: incumbents got greedy and extractive and **eroded their own unassailable. The answer: incumbents got greedy and extractive and **eroded their own
network stickiness**, so a values-aligned alternative can now contest a network moat network stickiness**, so a values-aligned alternative can now contest a network moat
that used to be untouchable. Etsy's reckoning is that erosion made concrete — its that used to be untouchable. Etsy's reckoning is that erosion made concrete — its
active-seller base fell ~9M → ~5.6M as it purged for quality, while AI-generated and active-seller base fell from ~9M (2023) to ~5.6M as it purged for quality, while AI-generated and
recast fakes flood marketplaces, leaving verified provenance scarcer, more valuable, recast fakes flood marketplaces, leaving verified provenance scarcer, more valuable,
and surrounded by disaffected makers to recruit. and surrounded by disaffected makers to recruit.
@@ -587,8 +587,6 @@ first for four reasons:
- **"Small businesses are really just people."** Serving makers directly is the mission - **"Small businesses are really just people."** Serving makers directly is the mission
— treat humans as humans — applied where commerce most turned them into accounts. — treat humans as humans — applied where commerce most turned them into accounts.
**How big is the opportunity (TAM)?**
**How big is the opportunity (TAM)?** **How big is the opportunity (TAM)?**
The honest unit of TAM here is **makers, not the dollar size of the craft market** — The honest unit of TAM here is **makers, not the dollar size of the craft market** —
because the platform earns per-maker subscription + referral spread, never a cut of because the platform earns per-maker subscription + referral spread, never a cut of