Addressable Market
topic on 2 shows · 2 statements across 2 episodes
2 statements about Addressable Market, every show
Taussig: Lightspeed evaluates market opportunity by surface area, not dollar TAM
“At Lightspeed, when we think about addressable market, we don't really think about it in dollars first. We think of it as surface area. We think of it as like, how, what is the surface area we're gaining access to here uniquely in our strategic wedge? Because …”
Hauser: Market trajectory matters far more than total addressable market size
“Addressable market is really one that's interesting to me because a lot of people think about size of addressable market. And I think quite honestly, that doesn't matter for most of us in the room, right? Unless you're doing hundreds of millions of dollars, th…”