Market Entry & Positioning
Whether you're a neocloud founder, a data centre operator pivoting to GPU, a vendor entering new markets, or a sovereign AI initiative, you need clarity on competitive landscape, addressable market, and customer segmentation before committing capital.
What's included
Competitive Landscape
Who are your real competitors? Not just vendors, but also operators with captive supply, cloud providers bundling infrastructure, and new entrants with different cost structures. Disintermediate maps the full competitive set, analyses how each player wins, and identifies where you can differentiate.
Market Sizing & Dynamics
How big is your addressable market? Disintermediate analyses demand by workload type (inference, training, sovereign compute), geography, and customer tier. The firm assesses supply constraints, pricing trends, and demand elasticity to size your realistic TAM.
Customer Segmentation
Who will buy from you first? Disintermediate segments customers by needs (price sensitivity, support requirements, workload mix), maturity, and willingness to try new vendors. This informs your GTM sequencing and positioning.
Go-to-Market Strategy
How will you capture share? Disintermediate develops positioning, messaging strategy, channel approach, and sequencing recommendations. This includes what customer segments to target first, which vendors to partner with, and pricing strategy grounded in market dynamics.
How we work
Kick-off
Meet with your team to understand your business model, competitive positioning hypothesis, and key decisions that depend on this analysis.
Market Research
Analyse your target customers, competitors, and supply landscape. Interview key stakeholders (customers, potential customers, vendors, market observers).
Analysis & Modelling
Synthesize findings into competitive landscape map, market sizing model, customer segmentation framework, and strategic positioning options.
Draft & Review
Present draft findings to your team, incorporate feedback, and refine analysis until it reflects your market reality.
Workshop & Alignment
Facilitate strategy workshop with your leadership team to build consensus on competitive positioning and GTM sequencing.
What you'll have at the end
Market Assessment
Competitive landscape map, market sizing model, and customer segmentation framework with clear TAM definition.
Strategic Options Memo
3-5 strategic positioning options evaluated on feasibility, competitive defensibility, and market addressability.
Go-to-Market Plan
Recommended customer sequencing, positioning, messaging, channel strategy, and 18-month customer acquisition plan.
Board Presentation
Exec summary suitable for board-level review and capital allocation decisions.
Strategy Workshop
Facilitated workshop with your leadership team to align on strategy and build ownership of GTM plan.
Who engages on strategy advisory
- Neocloud founders building GPU-native businesses and need to size their beachhead market
- Data centre operators entering GPU and need to understand customer segmentation and competitive positioning
- Vendors seeking to differentiate or expand into new customer segments or geographies
- Sovereign AI initiatives assessing capability, supply chain risk, and go-to-market for captive compute
- Corporate teams evaluating GPU-backed products or business units and needing clarity on market opportunity
Depending on scope and complexity
Hands-on engagement with your team