Opposite Trend Opportunities

When one thing becomes extremely popular, it creates a market opportunity for its opposite. This pattern repeats across different industries and time periods.

Core Theory Components

  • Popular trends create a natural craving for their opposite
  • The opposite product/service wouldn't succeed without the original trend first shifting culture
  • This pattern creates opportunities for counter-positioning in the market

Key Examples

  • Social Media Evolution

    • Facebook became dominant with permanent, public photos
    • Created opportunity for Snapchat with temporary, private photos
    • Snapchat wouldn't have succeeded without Facebook first changing how people shared photos
  • Cultural Movements

    • As "woke culture" became prevalent (careful language, pronouns)
    • Created space for "straight shooters" like Andrew Tate and Donald Trump
    • These figures became popular as a counterpunch to mainstream trends

Modern Application: AI vs. Human Touch

  • As AI becomes dominant for information (generic, scraped answers)
    • Creates craving for "village wisdom" and human experience
    • Opportunity for platforms focusing on real human answers
    • Example: "Better than Google" Facebook group
      • 17,000 millennial moms sharing authentic experiences
      • High-trust environment
      • Personal, experiential answers vs. AI-generated responses
      • Valuable demographic (household budget decision makers)
      • Content is genuine user experiences vs. edited/curated content

Business Implications

  • Look for opportunities that are opposite to dominant trends
  • Success requires the original trend to be strong enough to create the counter-desire
  • Focus on authentic, human elements as technology becomes more prevalent
  • Consider how to capture value from "opposite" market positions
SP

Shaan Puri

Host of MFM

Shaan Puri is the Chairman and Co-Founder of The Milk Road. He previously worked at Twitch as a Senior Director of Product, Mobile Gaming, and Emerging Markets. He also attended Duke University.

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