Para reflexão, sobre a criação de mercados

Interessante, cruzar este texto:

"When you’re starting out with something new, it’s important to understand that your customer is never “everyone.” Even if your eventual potential market is huge, you need to start out by dominating a small niche.
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We need to work on big ideas, with big potential impact, but we have to start out in the smallest possible application.
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The reason for this is that we don’t know in advance how to make genuinely new ideas work.
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Making a new idea work requires three distinct sets of skills.  First, you need to have the skills of creativity and invention to get the new idea to work in the first place during the invention phase.  Then, you need to use your customer development and problem-solving skills to create a market with the early adopters.  Finally, you need different skills again to make the transition to a business model that will scale with mainstream customers."

Com este outro:

"Trap Two: Treating Market-Creating Strategies as Niche Strategies
The field of marketing has placed great emphasis on using ever finer market segmentation to identify and capture niche markets. Though niche strategies can often be very effective, uncovering a niche in an existing space is not the same thing as identifying a new market space.
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Successful market-creating strategies don’t focus on finer segmentation. More often, they desegment” markets by identifying key commonalities across buyer groups that could help generate broader demand."

A minha intuição, para as PME pelo menos, leva-me a preferir a abordagem do primeiro texto. Procurar um nicho onde seja claro quem são os clientes-alvo, onde os clientes-alvo possam ser clientes concretos e não descrições estatísticas. Como neste exemplo "This Clever Smartphone For The Paralyzed Could Have Mass Appeal":

"Their invention is the Sesame Phone, a device tailored to read a person’s head movements so they never have to touch the phone with their hands. The phone was built for those living with paralysis, but its creators say even the able-bodied could find its “touchless” tech useful one day."

Será que a primeira abordagem funciona melhor com potenciais clientes underserved e a segunda com clientes overserved? Os primeiros não são clientes porque a oferta não existe, os segundos não são clientes porque a oferta existente é demasiado cara ou complexa?
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No entanto, como defendia Feyrabend, "anything goes" e "all methodologies, even the most obvious ones, have their limits".
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Primeiro texto retirado de "To Get Big, Start Really Small".
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Segundo texto retirado de "Red Ocean Traps" publicado na HBR de Março de 2015.