Somebody is already charging for this
A competitor’s price tag is worth more than any survey you could run — how to find one, and what it tells you that customer interviews can’t.
You have projects sitting in the ledger in different states of built — a finished site nobody visits, a half-built app you stopped touching six months ago. Before any of them get a verdict, they need one fact that costs nothing but an hour of searching: does anyone already charge money for something like this?
The honest instinct runs backwards. Finding nobody feels like clean air — an open field, nothing in your way. Finding four competitors feels like the field is already taken. Both readings are wrong, and this lesson is about why.
Why “no competitors” is usually bad news
Paul Graham’s argument, made against a decade of watching startups, is that founders overrate the danger competitors pose and underrate the danger an empty market poses. Competitors rarely kill a company — running out of a reason to exist does. So when a market looks big and obviously worth entering, and yet nobody has bothered to compete in it, the honest read is not opportunity. It is that everyone who looked already concluded there is no money in it.
“A crowded market is actually a good sign” is the line worth sitting with (Graham, How to Get Startup Ideas). Crowding is evidence that people are already paying, which is the one fact no amount of thinking in isolation can manufacture. A finished sports-guides site with zero traffic and zero visible competitors charging for anything adjacent is not evidence of a gap you found first. It is evidence the gap was checked and closed.
The signal hierarchy, weakest to strongest
Not every sign of demand is worth the same. In order of how much you should trust it:
- Search volume. People typing a phrase into a search engine proves curiosity, not willingness to pay. The cheapest signal to find and the easiest to talk yourself into overweighting.
- Forum complaints. Someone venting that nothing solves their problem is a real person with a real problem — but venting is free, and plenty of vented problems never convert into a wallet opening.
- A competitor existing. Somebody built the thing. That is a stronger bet than a forum post, but building is cheap too; plenty of side projects exist that never earned a dollar.
- A competitor charging. Somebody put a price on it and asked strangers to pay. This is the first signal that has actually been tested against real money changing hands.
- A competitor charging and still alive two years later. Somebody put a price on it, and the business survived long enough that a fluke launch or one enthusiastic cohort can’t explain it away. This is the strongest signal on the list, and the one worth spending the most time confirming.
Where to look, free tools only
None of this requires paid research tools. A search engine, the app store listing pages for iOS and Android, and the search box inside whatever forum or subreddit your users would actually hang out in will surface most of what exists. Search for the problem, not the product name you would have picked — you are trying to find who else is already being paid to solve it, and they will not have named it the way you would.
For a half-built recipe app for kids, that means searching app stores for the shape of the product (not a brand you would invent), reading the one-star and five-star reviews on anything that comes up (reviews are where people explain what they paid for and what they resent about it), and checking whether the developer has shipped updates recently enough to still be maintaining it.
What a pricing page tells you about a market
A competitor’s pricing page is denser with information than almost anything else you can read for free. The number itself tells you what this market has already decided something like your idea is worth — which is a better starting price than anything you would guess from cost-plus reasoning. The tiers tell you how the market segments itself: what a casual user pays for versus what makes someone upgrade. And how long that page has existed — a copyright year in the footer, a blog with a multi-year posting history, cached snapshots showing the same price a year or two ago — is the cheapest way to check whether you are looking at a business or a launch that quietly stopped.
Where people get burned
Ten minutes of searching and finding nothing is not the same as confirming nobody exists. A market with real demand and genuinely no competitors is rare enough that the far more likely explanation is a search that did not try the terms a paying customer would actually use. Before you record “none”, try the problem phrased the way a frustrated user would type it, not the way you would pitch it.
Retrieval check
You find four competitors, all charging. Is that better or worse than finding none?
Check your answer
Better — by more than it feels like in the moment. Finding none means you are betting on two unknowns stacked on top of each other: that people want this and that you can build and sell it well enough to win them. Either one being wrong sinks the project, and you have no evidence on either.
Finding four means the market has already answered the first question for you. Demand stops being a variable you are guessing at — someone has already spent money proving it exists. The whole bet collapses down to one question you can actually go do something about: can you execute well enough to take a slice of a market you now know is real.
Now run it: the Demand gate, against the real shelf
This is the Demand gate run for real, against real projects. It is the cheapest gate in the course — an hour of searching per project, no tools you have to pay for.
Hands on
Record demand evidence for every project on the shelf
Done when: Every project in PORTFOLIO.md has a Demand evidence field reading none, weak, or a live competitor is charging — and every “charging” answer names the competitor and its price.
- Take the first project and write the search phrase a frustrated user would type, not the one you would pitch with. If you can only think of your own framing, you have not found the market’s words for this yet.
- Search that phrase, plus the app store listings for iOS and Android and the forum or subreddit those users actually sit in. You are looking for whoever is already being paid to solve the problem, under a name you would not have picked.
- For anything charging money, open its pricing page and note three things: the price, how the tiers split casual users from paying ones, and any evidence the page has been alive for a while — a copyright year, a multi-year blog history, a cached snapshot showing the same price a year ago.
- Open
learning/monetizing/PORTFOLIO.mdand set this project’s Demand evidence field to one of three states: none, weak, or a live competitor is charging for this. Do not round up. A forum thread with three replies is weak, not a competitor charging — the field exists to keep those two facts from blurring together the way they do in your head after a long search session. - Repeat for the rest of the shelf. Every project gets a value, including the ones you are fairly sure you already know the answer for.
- Bring the filled column into the chat. I’ll push on every none — which search terms you actually tried — and on every charging that cannot name the competitor and the number on its pricing page.
What this does not cover
Demand evidence tells you whether anyone wants this. It says nothing about what keeping it running actually costs you once it exists — hours answering support email, dependency updates, an app-store review process that does not pause for your evenings. That number is next, and most builders have never actually measured their own.
Read this next — primary source
How to Get Startup IdeasPaul Graham, November 2012 — free, 25–35 minutes
The specific argument this lesson borrows sits in the essay’s “Competition” section: that competitors are far less dangerous to a startup than founders assume, and the instinct to avoid a crowded market is backwards — a big, obviously good market with no visible competitors is the actual warning sign. Read that section closely; the rest of the essay is about generating ideas, which this course does not need from it.
Stuck, curious, or think this lesson is wrong? Ask your teaching agent. The lessons are the scaffold; the conversation is where the learning gets unstuck.