total addressable market
also referred to as: tam
4 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Feb 6, 2025 by Steven Sinofsky · across every show →
Everything said about total addressable market, oldest first
Feb 6, 2025 bullish
Sinofsky: AI TAM will grow 100x, with revenue captured primarily by applications
“And so I think that that the TAM is going to be a hundred X. It's going to be every endpoint. The revenue is going to come from the apps side of it, and then there'll be a developer side of it. It'll just be a different pricing model for different sets of scen…”
Jul 21, 2025 positive
Casado: Lowering marginal technology costs expands TAM and creates startup opportunities
“So one of them is often when you bring the marginal cost of something down, like with compute, you know, we did it for computation and for the internet, we did it with distribution. It increases the TAM a whole bunch. So, so for one, you almost always see this…”
Jul 21, 2025 bullish
Sep 3, 2025
Casado: Ignore TAM and valuation when investing during fast-moving tech booms
“I think in these times where you don't know the TAM and things are moving quickly, you definitely want to pick the best team. I don't think you should overthink the space, but like asking questions about like TAM or valuation or value makes a lot less sense be…”