TAM expansion

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 20, 2025 by Jason Lemkin · across every show →

Everything said about TAM expansion, oldest first

Nov 20, 2025 negative

Opinion

Jason Lemkin: Venture capital requires massive TAM expansion to function

“If you're not seeing massive TAM expansion, there's just no point in even playing as VCs.”

Jason Lemkin Nov 20, 2025 ▶ 5:11 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings

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TAM expansion

Everything said about TAM expansion, oldest first

Turn any episode into a week of clips.