How big the market is, how much of it Brightline can actually reach from two yards, and how much of that it holds today.
TAM is every household with central air in the metro. SAM is the ones inside a 35-minute drive of a yard. SOM is the share a company our size can win in three years, based on the top three local players.
New housing permits by zone, last three years. The south zone is where the new rooftops are; it is also where the second yard would go.