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

- 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:
2026-06-15 12:22:16 -07:00
parent 08a3887937
commit 1261db941f
+1 -3
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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
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
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,
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
— treat humans as humans — applied where commerce most turned them into accounts.
**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**
because the platform earns per-maker subscription + referral spread, never a cut of