Privacy Product Opportunities

A business strategy focused on building privacy-centric alternatives to mainstream tech products, following the success pattern of companies like DuckDuckGo and ProtonMail that initially seemed niche but proved highly valuable.

Key Points:

  • Market Validation:

    • DuckDuckGo is doing over $100M in revenue
    • Recently sold $100M worth of secondary shares
    • Privacy-focused products are gaining mainstream adoption
  • Product Categories:

    • Search engines (DuckDuckGo)
    • Email services (ProtonMail)
    • Messaging apps (Signal)
    • Browsers (Brave)
  • Core Value Proposition:

    • Protection from big tech tracking
    • No targeted advertising
    • Secure message storage
    • Prevention of data leaks/hacks
    • Protection of business secrets
  • Market Timing:

    • Privacy concerns are growing
    • Users increasingly rejecting:
      • Location tracking
      • Always-on microphones
      • Unrestricted data collection
  • Growth Pattern:

    • Initially appears niche
    • Slow but steady adoption
    • Takes years to gain traction
    • Eventually becomes mainstream
  • Future Outlook:

    • Privacy products expected to become standard in 10 years
    • Current privacy-invasive practices will seem shocking in retrospect
    • Represents a major market inflection point similar to how smartphones enabled Uber
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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