Market Validation
Market Size
TAM
60M+
Developers globally using AI tools
SAM
~200K
Professional AI-assisted developers
SOM
~20K
Year 1 addressable market
Problem Validation
📊
Stack Overflow Developer Survey
70%+ of developers report context switching as major productivity drain
💬
Reddit/HN Sentiment
"Claude forgets everything between sessions" is a recurring complaint
💰
Cost of Context Loss
~$15,000/year per developer in lost productivity
Competitive Position
There are no direct competitors in the "persistent project intelligence" category. We compete tangentially with:
| Category | Examples | NC Advantage |
|---|---|---|
| AI Coding Assistants | Cursor, GitHub Copilot | We add persistence to any assistant |
| Project Analysis | SonarQube, CodeClimate | AI-native, not just static analysis |
| Documentation | Notion, Confluence | Auto-analysis, not manual docs |
| PM Tools | Linear, Jira | AI-first, developer-focused |
Market Tailwinds
↗
AI Tool Adoption
Growing 40%+ YoY
↗
Developer Spend
$45B market by 2027
↗
Remote Work
Increases need for async context
↗
AI Context Windows
Growing but not solving persistence