Market
The next generation is not going to use AI. They are going to build with it. The market that prices that fact is still forming.
Tekku is not another kid coding app. It is the AI-native creative workshop for the 8-to-14 year old who is about to grow up inside a generative-AI world. The unit of work is not a lesson. It is a thing the kid shipped. A real URL. A real build. Something a grandparent can open on their phone.
The category Tekku belongs to is "kids who build with AI," not "kids who learn to code." The second category has existed for 15 years and compounds at 18% a year. The first category has existed for less than two years and compounds above 30% a year. One produces classroom learners. The other produces a generation that treats AI as a power tool for their own ideas.
The distinction matters because it changes everything downstream. Pedagogy, safety posture, parent value proposition, pricing power, retention shape, and eventual exit comps all move when the product is framed as "kid ships real artifact with AI help" rather than "kid takes coding lessons." We are building for the first framing, on purpose.
Market stack: where Tekku sits
TAM / SAM / SOM build
Each row is one layer of the build. Click a row to see how the number is computed and what assumption it sits on.
| Today (2025) | 2030 forecast | CAGR | Source | ||
|---|---|---|---|---|---|
| Global AI-education | $6.9B | $65B (mid-decade) | 38.1% | HolonIQ | |
| US AI-in-education | ~$1.9B | ~$18B | ~37% | HolonIQ (US share), internal estimate | |
| US K-12 households using AI for learning (weekly) | ~8M households | ~28M households | TODO(market) | Common Sense Media 2025, internal projection | |
| US families, kid 8 to 14, HHI > $100k | ~6.2M households | ~6.5M households | ~1% | US Census ACS 5-year, internal cohort build | |
| Tekku early-serviceable cohort (Y5 base case) | ~10 founding families (paid) | 60,000 paying subs | N/A (ramp) | Model sheet, som_y5 (Base) |
All dollar figures in current-year terms. Row details treat each assumption as independently challengeable; see the sensitivity section on /investor-portal/financials for the base-to-scenario translation.