Market Opportunity
Find-the-passage research search: point me to where the answer lives targets a $72.0B = 240M knowledge workers x $300/yr tooling total addressable market with medium saturation and a year-over-year growth rate of 15-25% (knowledge-work tooling & enterprise search growth).
Key trends driving demand: Embeddings & vector search -- make semantic passage retrieval accurate and fast at scale, enabling tools that point to exact locations rather than paraphrase.; Demand for provenance -- enterprises want auditable sources and jump-to-evidence rather than model-generated answers.; Workforce knowledge fragmentation -- distributed docs, wikis, and Slack/GDrive content create need for unified passage-level search.; Composability of cloud infra -- vector DBs, cheap GPU inference, and managed connectors let startups ship quickly..
Key competitors include Glean, Perplexity, deepset / Haystack (open-source), AWS Kendra, Workarounds: Google / Desktop Search / PDF grep.