Don't think about strategy when you haven't built anything yet!
When you're starting, it's much better to focus on a specific customer (even better if you're the customer!) and making them extremely happy— than to go through the motions playing startup while worrying about TAM
Japan will lose almost a million people this year.
This demographic inevitably was set in motion half a century ago and has nothing to do with AI.
AI is the only hope for turning this around.