Overlap

What do they actually do

Overlap is a SaaS tool that scans long videos (podcasts, webinars, shows), finds the best moments automatically, and turns them into short, branded clips ready for TikTok, Reels, Shorts, X, and Instagram. It includes a simple editor for subtitles, vertical reframing, watermarks, and outros, plus “posting personas” that can draft captions, schedule, and publish on connected social accounts so teams don’t have to do that work by hand docs/quickstart, pricing/features, docs overview.

It connects to content sources like YouTube, Google Drive, and Dropbox and exposes an API for automating or embedding this workflow. The product is live with public Team and Growth plans and an Enterprise tier; Overlap highlights customers ranging from creators to media networks, including a published iHeartMedia case study on automated clipping and posting at scale pricing, homepage/case study.

Who are their target customer(s)

• Independent podcasters / solo creators: They lack time and editors to scrub hour‑long episodes, so short clips and captions aren’t produced consistently; they need automated moment discovery and fast clip generation docs/quickstart.
• Media networks and multi‑show publishers: They must convert large volumes of long‑form video into many platform‑specific clips while keeping voice and brand consistent; hiring editors at that scale is costly. Overlap targets this with automation and shows results (e.g., iHeart) case study.
• Social media managers for shows and brands: They spend hours on cropping, subtitling, caption writing, and scheduling across TikTok/Instagram/X/YouTube Shorts; templated styling plus caption drafting and scheduling reduce repetitive work docs overview.
• Agencies and freelance clipmakers: They need to deliver many on‑brand clips for multiple clients without rebuilding tooling; APIs/workflows and a planned marketplace (Vyro) support scale and monetization pricing/docs, Vyro.
• Enterprises with strict privacy/compliance needs: They can’t send sensitive content to generic cloud models and need private/on‑prem options; Overlap advertises enterprise plans with custom and locally hosted models pricing, docs overview.

How would they acquire their first 10, 50, and 100 customers

• First 10: Run hands‑on pilots with creators and small media teams: ingest 1–3 episodes, set up branded templates, and ship the first batch of clips; offer free pilot credits and collect feedback and short case studies docs/quickstart, pricing.
• First 50: Publish pilot results and playbooks (e.g., the iHeart case study), open self‑serve trials for Team/Growth tiers, and recruit agencies/freelancers into the Vyro marketplace to widen distribution channels case study, Vyro, pricing.
• First 100: Add a lightweight enterprise sales motion for multi‑show publishers and agencies (custom models, privacy/on‑prem), deepen source/posting integrations, and use referrals/templated playbooks to expand shows per account docs overview, pricing.

What is the rough total addressable market

Top-down context:

There are ~4.1 million total podcasts globally with a much smaller active core; estimates show roughly 440k active podcasts on Apple Podcasts (about 15% active), and video podcasts are growing rapidly (Spotify reported 250,000+ video podcast shows in 2024) Buzzsprout, The Podcast Host, Spotify newsroom.

Bottom-up calculation:

If ~440k shows are active, assume 20% (≈88k) are professional enough to pay for automated clipping/distribution at a blended $2k/year (mix of Team/Growth tiers) → ~$176M/year. Add a publisher/enterprise segment of ~5k orgs at a conservative $20k/year for privacy/customization → ~$100M/year. Combined TAM ≈ $275M/year.

Assumptions:

• 20% of active shows have recurring need/budget for automation tools; many of these also publish video or repurpose to short‑form.
• Blended ARPA ~$2k/year across Team/Growth, reflecting real price sensitivity for independents and heavier use by teams pricing.
• ~5k global publishers/agencies/enterprises have multi‑show or high‑volume needs and pay ~$20k/year for privacy, integrations, and support.

Who are some of their notable competitors

• Descript: Transcript‑first audio/video editor with auto‑captions, an AI “clip finder,” and templates for social; overlaps on finding clips and captions but is primarily an editor/workflow tool rather than an end‑to‑end clipping+posting agent for teams features.
• Headliner: Podcast‑focused tool for transcriptions, audiograms, and captioned social clips with batch exports; strong for podcast marketing but narrower than agentic clipping+posting features.
• Pictory: AI summarization of long videos into highlight clips with captions and social exports; competes on automated highlight extraction but less emphasis on posting personas or enterprise model control features.
• Kapwing: Browser‑based video studio with auto‑subtitles, templates, and AI highlights/repurpose workflows; overlaps on fast repurposing but is a general editor rather than a clip‑finding + scheduling agent for publishers repurpose.
• Repurpose.io: Automation tool that connects sources to social platforms for cross‑posting and scheduling; strong on distribution pipelines but does not focus on automatic moment discovery and branded clip creation features.