Category
topic on 3 shows · 4 statements across 4 episodes
My First Million 
the a16z Podcast 
20VC
4 statements about Category, every show
Puri: Funnel optimization cannot fix flawed category positioning
“If you have category and positioning wrong, you can be the best at just trying to crank the, grind the funnel, but it just doesn't matter if you haven't gotten those, that the first, first key decision, right?”
O'Driscoll: Enterprise AI spend has established a $500BN-$1TN market size
“What's happened is somewhere around three, five percent of tech spend. Everyone noticed, oh my God, we're spending this. And no one said, we're going to cut back to zero. What this means is you've just established a category that probably has a market size of …”
Lemkin: Wait to invest later in startups when market categories are crowded
“The more crowded a category, the later I would invest.”
King: A Single Startup Operating Alone Does Not Constitute a Category
“There's another piece of it too, that is, if you're creating a category and you're the lone competitor in a category, then it's not really a category. It's not really a market. It's basically just one vendor doing something strange.”