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Estimation Questions

This section provides frameworks and worked examples for estimation questions. For the underlying approach to estimation thinking, see the Estimation page.

PM Applications of Estimation

ApplicationDescription
Market sizingTAM calculation for opportunity assessment
Capacity planningServer/infrastructure requirements
Business casesRevenue potential for feature funding decisions
Technical scopingData storage and processing requirements

Estimation Framework

StepAction
1. Clarify scopeDefine exactly what is being counted
2. Choose approachTop-down or bottom-up
3. Break into componentsIdentify smaller questions that compose the big question
4. Estimate each pieceMake reasonable assumptions
5. Sanity checkCompare to known reference points

Estimation Approaches

Top-Down

Start with total population, narrow down by percentages.

StepExample
Total population330M (US)
Target segment %75% adults
Relevant behavior %20% who [behavior]
Product adoption %10% who would use

Best for: Market sizing, TAM calculations, "how many people would use X"

Bottom-Up

Start with single unit, scale up.

StepExample
Single unit metric1 user does X per day
Per location500 users per store
Number of locations1,000 stores
Total500,000 X per day

Best for: Operations questions, usage calculations, cost estimates

Recommendation: Run both approaches and check for convergence. Divergence indicates assumption error.

Worked Example: Cars in Seattle

Step 1: Clarify Scope

Questions to ask:

  • Passenger vehicles only, or all vehicles?
  • Seattle proper or metro area?
  • Registered cars or cars present (including visitors)?

Assumptions: Passenger vehicles, Seattle metro area, registered cars.

Step 2: Choose Approach

Top-down (starting with population).

Step 3: Break Into Components

Seattle Metro Population x Percentage Adults x Car Ownership Rate = Number of Cars

Step 4: Estimate Each Component

ComponentEstimateReasoning
Seattle Metro Population4 millionMajor US metro, tech hub
Adults (18+)75%Typical US age distribution
Car ownership rate0.7 cars per adultUrban area with transit, but still car-centric

Calculation:

  • 4,000,000 x 0.75 = 3,000,000 adults
  • 3,000,000 x 0.7 = 2,100,000 cars

Estimate: Approximately 2 million cars

Step 5: Sanity Check

  • US total: ~280 million cars for 330 million people (~0.85 per person)
  • Seattle metro at US average: 4M x 0.85 = 3.4M
  • Urban areas typically have lower car ownership
  • 2M (0.5 per person) is reasonable for urban area

Worked Example: Gmail Cost Per Year

Step 1: Clarify Scope

  • Total operating costs or marginal cost per user?
  • Include development costs or infrastructure only?

Assumptions: Infrastructure operating costs only (development costs are sunk).

Step 2: Choose Approach

Bottom-up (cost per user x number of users).

Step 3: Break Into Components

Cost ComponentFactors
StorageGB per user x cost per GB
ComputeRequests per user/day x cost per request
BandwidthData transferred per user x cost per GB

Step 4: Estimate Each Component

Users:

MetricEstimateReasoning
Gmail users1.8 billionGoogle reports 1.5B+, assume growth
Active users1 billionNot all check daily

Storage:

MetricEstimateReasoning
Average mailbox size5 GB15 GB free, most use less
Storage cost$0.02/GB/monthCloud storage at scale
Annual storage cost1B x 5 x $0.02 x 12 = $1.2B

Compute:

MetricEstimateReasoning
Email checks/day10 per active userMobile push + web
Cost per request$0.0001Highly optimized
Daily compute1B x 10 x $0.0001 = $1M
Annual compute$365M

Bandwidth:

MetricEstimateReasoning
Data per user/day5 MBEmails + attachments
Cost per GB$0.01Google's scale
Daily bandwidth1B x 5MB x $0.01/1000 = $50K
Annual bandwidth~$20M

Total: Approximately $1.6 billion per year

Step 5: Sanity Check

  • $1.6B / 1.8B users = $0.89 per user per year ($0.07/month)
  • Free product generating ad revenue: plausible
  • Google total costs ~$100B; Gmail at ~1.5% is reasonable

Reference Numbers

Population & Demographics

MetricValue
World population8 billion
US population330 million
China/India population1.4 billion each
US households130 million
Smartphones worldwide6.5 billion
Internet users5 billion

Economics

MetricValue
US GDP$25 trillion
US median household income$75,000
Minimum wage (US)~$7-15/hour
Average rent (US)$1,500/month

Tech Metrics

MetricValue
Facebook DAU2 billion
Google searches per day8.5 billion
Amazon orders per day1.6 million
Average app session5-10 minutes
Cost per GB storage$0.02/month
Cost per API call$0.0001-0.001

Time & Units

MetricValue
Seconds in a year~32 million (approximately pi x 10^7)
Hours in a year8,760
Working hours/year2,000

Estimation Techniques

Anchoring

Start with known reference point:

  • "US population is 330M, so if 70% are adults..."
  • "There are about 150K gas stations in the US, so for a city of 1M..."

Segmentation

Break population into meaningful groups with different behaviors:

  • iPhone users (45%) vs. Android users (55%)
  • Willingness to pay differs by segment

Bounding

Estimate high and low bounds, then narrow:

  • "Cannot be less than 100K because..."
  • "Cannot be more than 10M because..."
  • "Somewhere in 500K-2M range"

Round Numbers

Use round numbers for mental math:

  • 330M becomes 300M
  • $47.50 becomes $50
  • 17% becomes 20% (or 15%)

Common Errors

ErrorExampleFix
No structure"I guess... maybe 50,000?"Write down framework
Wrong unitsMixing daily and annualLabel everything clearly
Dropping zeros1M x 1K = 1M (wrong: 1B)Write out: 1,000,000 x 1,000
Unrealistic assumptions"Everyone uses X"Use percentages, not absolutes
No sanity checkEnding with $10T marketCompare to known references
Going silentInterviewer cannot helpThink out loud

Question Categories

Market Sizing

QuestionKey Numbers
US online grocery marketUS grocery ~$800B, online penetration ~10%
TAM for ride-sharing in EuropeEU population 450M, urban %, income levels
EV market in 5 yearsCurrent 5%, growth rate 30%/year

Operations

QuestionKey Numbers
Uber rides per day in NYCNYC population 8M, 20% use rideshare
Storage needed for Netflix15K titles, average 3GB, multiple encodings
Google searches handled8.5B/day, 100K/second

Physical Objects

QuestionKey Numbers
Golf balls in school busBus ~40ft, ball ~1.5 inch
Piano tuners in ChicagoPianos per household, tuning frequency
Gas stations in US150K (useful anchor)

Interview Best Practices

PracticeDescription
Think out loudProcess matters more than answer
State assumptions"I'm assuming average user checks email 10 times per day"
Show mathWrite step by step
Accept uncertainty"Between 10-20%" is acceptable
Round aggressively17.3% to 20% does not materially change answer
Sanity check"Let me verify by comparing to..."

Practice Questions

Easy (5 minutes each)

  1. Pizzas eaten in US per year
  2. iPhone cases sold annually
  3. Market size for dog food in US

Medium (10 minutes each)

  1. Revenue Spotify generates per user per year
  2. WhatsApp messages sent globally per day
  3. Market size for online education in US

Hard (15 minutes each)

  1. Cost to build a Spotify competitor
  2. YouTube's annual bandwidth costs
  3. TAM for autonomous delivery vehicles in next 10 years