// Act XI — THE MARKET (sizing) // God-mode redesign 2026-04-28: 5-panel beat-swap matching Ask cadence. // Old version dense — TAM/SAM/SOM bars + methodology + 5yr trajectory all // stacked on one viewport. New shape phases each level in dramatically. // // b0 Overview — concentric TAM > SAM > SOM circles + headline // b1 TAM punctum — $51.7M + bottoms-up breakdown // b2 SAM punctum — $25.3M + bottoms-up breakdown // b3 SOM punctum — $3.93M Y3 target + relative position // b4 5-year ARR trajectory + methodology + bridge const MKT_LEVELS = [ { tag: 'TAM', value: '$51.7M', sub: 'Total addressable', breakdown: [ ['347,500', 'reachable users × $144 / yr'], ['+ 21', 'archive deals × $74.7K avg'], ['10', 'countries · 650K+ objects'], ['80 / 20', 'museum revenue share'], ], note: 'The full universe — every accredited fashion-history program plus every museum partner who could license content.', color: 'var(--gold)', rgb: '201, 168, 76', sizePct: 1.0, }, { tag: 'SAM', value: '$25.3M', sub: 'Serviceable', breakdown: [ ['168,500', 'reachable users in our motion'], ['60', 'English-language accredited programs'], ['Y1–Y3', 'direct institutional sales'], ['~49%', 'of TAM penetration ceiling'], ], note: 'Where we can ship in the first three years, given a direct institutional sales motion and English-language program coverage.', color: 'var(--sage)', rgb: '143, 166, 143', sizePct: 0.49, }, { tag: 'SOM', value: '$3.93M', sub: 'Year-3 ARR target', breakdown: [ ['23,600', 'activated paid users'], ['5', 'signed archive partnerships'], ['FIT', 'pilot anchor + 4 closed schools'], ['~16%', 'SAM penetration by end of Y3'], ], note: 'The beachhead. FIT pilot anchors the cohort; four additional institutions close by end of Year 3.', color: 'var(--rust)', rgb: '166, 82, 59', sizePct: 0.076, }, ]; const MKT_TRAJECTORY = [ { y: 'Yr 1', arr: '$0.42M', note: 'FIT pilot · 2 additional schools' }, { y: 'Yr 2', arr: '$1.78M', note: '5 institutions · student tier live' }, { y: 'Yr 3', arr: '$3.93M', note: 'SOM target · 5 archive deals', highlight: true }, { y: 'Yr 4', arr: '$7.60M', note: 'EU expansion begins' }, { y: 'Yr 5', arr: '$13.2M', note: 'Series B trajectory' }, ]; // ─── Concentric circles geometry ───────────────────────────────────────── // Three nested circles sized by sizePct relative to TAM. Center-aligned. // The "active" circle (when zoomed into a level) gets a glow + thicker stroke. function MarketConcentric({ activeLevel = -1, scale = 1, fadeNonActive = false }) { const TAM_PX = 460; return (
{MKT_LEVELS.map((lvl, i) => { const size = TAM_PX * lvl.sizePct; const isActive = activeLevel === i; const fade = fadeNonActive && activeLevel >= 0 && !isActive; return (
); })} {/* Inline labels — each label sits in the annulus just inside the top arc of its ring so they never overlap each other. TAM label inside the TAM ring's top edge; SAM in the TAM-minus-SAM annulus at top; SOM in the SAM-minus-SOM annulus at top. SOM ring itself is tiny so the label is the protagonist there. */} {activeLevel < 0 && ( <> {/* TAM — top of outer ring */}
TAM · $51.7M
{/* SAM — at top arc of SAM ring (~25% down from container top) */}
SAM · $25.3M
{/* SOM — at top arc of SOM ring (~46% down) */}
SOM
$3.93M
)}
); } // ─── Panel 0 · Overview ────────────────────────────────────────────────── function MktOverviewPanel({ vis }) { const eased = 1 - Math.pow(1 - vis, 3); return (
0.05 ? 'auto' : 'none', display: 'flex', alignItems: 'center', justifyContent: 'center', padding: '0 80px', }}>
{/* Left — typography */}
The Market · bottoms-up

A market
we can count.

Built per-user and per-institution from three real inputs — the NASAD roster, the ARTstor benchmark, and our Pro-tier survey.

The old $4.2B / $12.4B top-down figures got retired the moment we realized we couldn’t attribute a single dollar of them to a subscription that costs less than lunch.

{/* Right — concentric circles */}
); } // ─── Level zoom panel (used for TAM, SAM, SOM) ─────────────────────────── function MktLevelPanel({ vis, level, levelIdx }) { const eased = 1 - Math.pow(1 - vis, 3); return (
0.05 ? 'auto' : 'none', display: 'flex', alignItems: 'center', justifyContent: 'center', padding: '0 80px', }}>
{/* Left — punctum + breakdown */}
{level.tag} · {level.sub}
{level.value}

{level.note}

{/* Breakdown — 4 rows of figure + descriptor */}
{level.breakdown.map(([fig, desc], i) => (
{fig}
{desc}
))}
{/* Right — concentric circles, this level highlighted */}
); } // ─── Panel 4 · Trajectory + bridge ─────────────────────────────────────── function MktTrajectoryPanel({ vis }) { const eased = 1 - Math.pow(1 - vis, 3); return (
0.05 ? 'auto' : 'none', display: 'flex', alignItems: 'center', justifyContent: 'center', padding: '0 80px', }}>
Five-year ARR ramp
◆ SOM target · Y3

From beachhead, compounding.

{MKT_TRAJECTORY.map((r, i) => (
{r.y} · ARR
{r.arr}
{r.note}
))}
{/* Methodology footer + bridge */}
Four inputs
NASAD roster · ARTstor benchmark · Pro-tier WTP survey · 21-archive network
Next · the tiers
$9.99 · $14.99 · $24K →
); } function ActMarketSizingInner({ index, total, act }) { const p0 = useBeatProgress(0); const p1 = useBeatProgress(1); const p2 = useBeatProgress(2); const p3 = useBeatProgress(3); const p4 = useBeatProgress(4); const visOverview = panelVis(p0, p1); const visTAM = panelVis(p1, p2); const visSAM = panelVis(p2, p3); const visSOM = panelVis(p3, p4); const visTrajectory = p4; return (
); } function ActMarketSizing({ index, total, act }) { return ( ); } window.ActMarketSizing = ActMarketSizing;