Video summary

6 minutos para saber qué nicho escoger para tu agencia de ia

Main summary

Key takeaways

Business

Core claim: “AI agency markets aren’t saturated—you’re measuring the wrong thing”

The speaker argues that what looks like saturation on social media (many “AI consultants/agencies”) is misleading. Real saturation should be tested using market sizing and adoption data, especially for early-stage AI adoption.


Framework / playbook: TAM → SAM → SOM (onion model)

This model helps determine whether a niche is saturated and whether it’s worth starting a business.

  • TAM (Total Addressable Market): the total market size for a category

    • Example: Spain (2024) real estate agencies
      • 66,500 registered agencies
      • +15,000 registered early 2025
  • SAM (Serviceable Available Market): the subset of TAM that fits your ideal customer profile

    • Example assumptions:
      • 50,000 agencies match the right profile
      • Avg ticket: €3,000
    • Example math:
      • SAM ≈ €50M
  • SOM (Serviceable Obtainable Market): the realistic share you can win in a defined timeframe with your current resources

    • Example assumptions:
      • You can reach ~5% of SAM in 12–24 months via outbound (emails/calls/outreach)
    • Example math:
      • 5% of €50M = ~€2.5M reachable
    • Practical conversion example:
      • 10 clients
      • €3,000 avg ticket × 10 clients = €30,000 in sales
      • Note: “from developments only,” not counting app/maintenance

Conclusion from the math

The niche is not saturated if outreach can realistically reach a meaningful number of clients relative to your near-term capacity.


Adoption metric / “proof point” to reframe saturation

  • Only ~3% of Spanish SMEs have AI in their processes
  • Therefore, ~97% still uses manual processes and may not even understand AI or how it helps
  • This implies a large unexploited opportunity

Why people think it’s saturated (and quit too early)

The described pattern is:

  1. Start outreach
  2. Don’t close quickly
  3. Conclude “market is saturated”
  4. Quit

The speaker compares this to adoption cycles in earlier eras (high-level):

  • SEO (2000s)
  • E-commerce (2020)
  • Content creation (2015)

Claim: AI is still in the early adoption curve, so early entrants may underperform initially—but the opportunity remains real.


Actionable steps to choose a niche for an AI agency

1) Define your SAM

  • Don’t start with “all SMEs.”
  • Start with one niche (or 1–3 niches).
  • Goal: learn customer problems and constraints before specializing.

2) Define your SOM

  • You don’t need hundreds of clients.
  • Target example: 10–20 clients to reach ~€50k–€60k/year.
  • Emphasis: recurring revenue / ongoing offers (e.g., “maintenance”) to stabilize cash flow.
  • Timing expectation: results described as within ~6 months for persistent operators.

3) Don’t give up

  • Publishing/content for ~2 months may not immediately generate clients.
  • The warning is against quitting right when you’re still educating the market.
  • Framing: customers must learn AI benefits; it’s a long-term project.

Concrete expectations / mini-targets mentioned

  • 12–24 months: plausible timeframe to reach ~5% of SAM
  • ~6 months: “anyone” can get 10–15 clients with persistence (speaker’s estimate)
  • Sales math example:
    • 10 clients × €3,000 average ticket = €30,000/year (excluding maintenance/app revenue)
  • Funnel strategy implied:
    • Start with project sales (“developments”)
    • Then grow recurring revenue via upsells

“So what?” Business implication

  • The speaker predicts consolidation:
    • The “winners” will be agencies that stay through the early adoption phase
    • They will win share in the remaining 97% of non-AI-adopters
  • Takeaway: early positioning plus patience can position you for when adoption accelerates.

Presenters / sources

  • Presenter: Not explicitly named in the provided subtitles.
  • External sources: None explicitly cited beyond general references to adoption trends in:
    • SEO (2000s)
    • E-commerce (2020)
    • Content creation (2015)
  • Statistic mentioned: ~3% of Spanish SMEs use AI (no source link provided).

Original video