Take your agnostic ideas away from out religious flame war! :) Just kidding. I don't think its fair to say that DHH is pulling markets out of his butt though.

Take your agnostic ideas away from out religious flame war! :) Just kidding. I don't think its fair to say that DHH is pulling markets out of his butt though. They service the fortune 5M, so obviously their own customers are living proof that the market is bigger than you'll ever need it to be. As well, $40 a month is less than most people pay for a cell phone. That's a pretty low bar. To your second point, given that there exists a "fortune 5M" and there exists a lot fewer "big mammoths", I think there's plenty of data if you care to see it.