saas-ai-market-and-tam
Installation
SKILL.md
SaaS AI Market & TAM Skill
Overview
AI plans routinely inflate TAM by claiming all SaaS spend in the target vertical as "AI-addressable." Sophisticated investors discount these claims aggressively. This skill installs the AI-attribution discipline: the portion of SaaS TAM that is genuinely AI-attributable, segmented by buyer AI-readiness, vertical AI-fit, and regional realities.
The output is a TAM / SAM / SOM stack with explicit AI-attribution percentages, segmented by AI-readiness tier, with bottom-up and top-down triangulation, and Africa-context sizing where relevant.
Use When
- Section 04 of an AI-feature-led SaaS plan is being built
- A plan's claimed TAM is suspiciously large because all vertical SaaS spend was counted as AI
- Investors have asked for AI-attributable revenue, not just SaaS revenue
- TAM must defend a stage-appropriate ARR aspiration (Series A needs $10M+ SOM minimum for typical AI SaaS)
- Plan targets sovereign-AI, local-language, or regulated-vertical AI markets