Search Trends Market Analysis
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A framework for identifying business opportunities by analyzing rapid growth in search trends over a 5-6 year period, exemplified through the IVF market case study.
The One-Chart Business Framework
- Look for dramatic increases in search volume over a compressed timeframe (5-6 years)
- Focus on searches that indicate clear consumer intent (e.g., "IVF clinic near me")
- Identify trends that are growing faster than their historical pattern would suggest
- Search for opportunities where the growth curve is steeper than expected for the industry
IVF Market Case Study
- Search volume for "IVF clinic near me" showed dramatic growth from 2018-2023
- Increased from baseline to 75/100 on search volume scale
- Reached 100/100 within a 6-year window
- Growth pattern was unexpectedly steep for healthcare industry
Market Opportunity Indicators
- Current solutions are expensive ($20-30k for IVF)
- Solutions are invasive or difficult for consumers
- Clear pain point exists (fertility issues increasing)
- Growing market (7-8% annual growth in assisted reproductive technologies)
Business Model Response
- Create intermediate solution before expensive options
- Focus on lifestyle interventions
- Monthly subscription model ($100s vs $1000s)
- 3-6 month program structure
- Combine multiple intervention types
- Peptides
- Supplements
- Environmental reviews
- Lifestyle modifications
Validation Example (Calibrate Case Study)
- Achieved $100M+ revenue in first 2 years
- Combined prescription medication with lifestyle interventions
- Created structured program with clear end goal
- Secured insurance coverage by promising better long-term outcomes
This framework helps identify markets where rapid consumer interest growth indicates significant business opportunities, particularly where existing solutions are expensive or suboptimal.
40:59 - 41:42
Full video: 01:02:41SP
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.