market opportunity: everyone on the record — The Minutes https://minutesof.com/on/market-opportunity/ Everyone on the record about market opportunity: 5 verbatim quotes from 2 people, October 2011 to April 2022, in one chronology, each with a timestamp and… en Sun, 30 Aug 2026 22:33:04 +0000 Marc Rowan: Rowan sees enormous opportunity in Asia where banks represent 90% of corporate capital versus 25% https://minutesof.com/q/e9f0bce4-0438-47df-9e7e-88e95ab3c009/ https://minutesof.com/q/e9f0bce4-0438-47df-9e7e-88e95ab3c009/ “The banking system is 25% of all corporate capital. In Europe it's 65%. In Asia I think it's 90%.” — Marc Rowan, David Rubenstein Wed, 20 Apr 2022 11:09:09 +0000 market opportunity Marc Rowan: Rowan says the pool of assets yielding less than 5% is vastly larger than opportunistic credit. https://minutesof.com/q/125ed9b1-be8b-4fc9-ad51-c1df01c100e3/ https://minutesof.com/q/125ed9b1-be8b-4fc9-ad51-c1df01c100e3/ “I like to say it's the pile of assets in the world that yields less than 5% is like this big.” — Marc Rowan, Bloomberg Live Thu, 15 Jul 2021 15:56:20 +0000 market opportunity David Friedberg: Friedberg says WeatherBill targets $6 billion revenue opportunity with 50%+ close rates on fa https://minutesof.com/q/0c9f4a2b-4c7c-46e2-8920-9c423da0cd89/ https://minutesof.com/q/0c9f4a2b-4c7c-46e2-8920-9c423da0cd89/ “Our product costs $40 an acre. There is $6,000,000,000 of revenue we are going after and our close rate is very, very high.” — David Friedberg, Stanford eCorner Sat, 08 Oct 2011 00:24:09 +0000 market opportunity David Friedberg: Friedberg quantifies WeatherBill's addressable market at $6 billion from 160 million acres at https://minutesof.com/q/ce213a33-a25e-4941-909e-e0c91a2145b2/ https://minutesof.com/q/ce213a33-a25e-4941-909e-e0c91a2145b2/ “There is 160,000,000 acres of corn and soybeans planted just in the Midwest Of The United States. Our product costs $40 an acre. There is $6,000,000,000 of revenue we are going after” — David Friedberg, Stanford eCorner Sat, 08 Oct 2011 00:24:09 +0000 market opportunity David Friedberg: Friedberg states that 70% of businesses are affected by weather annually, representing a $4 t https://minutesof.com/q/483edc06-6c0e-4571-aa52-8bead1146740/ https://minutesof.com/q/483edc06-6c0e-4571-aa52-8bead1146740/ “So years later when I was at Google, I came back to this idea about sort of all the world's businesses affected by the weather, maybe there is something they can do about it” — David Friedberg, Stanford eCorner Sat, 08 Oct 2011 00:24:09 +0000 market opportunity