Market Sizing

topic on 3 shows · 4 statements across 4 episodes

Cheeky Pint TBPN 20VC

4 statements about Market Sizing, every show

Cacioppo: Current market size only predicts today's market, making TAM sizing misleading
“I think the second part is market sizing is bullshit. You know, you can, like, be as academic or whatever, strategery-ish as you want about it, and, like, the market size today is only a predictor of the market size today.”
Christina Cacioppo Mar 31, 2026 ▶ 48:15 Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
20VC Insight
Moore: Sizing markets in venture capital is a fool's errand
“The act of sizing a market is just, at least from my experience, so imprecise that it borders on being a fool's errand.”
Bucky Moore May 5, 2025 ▶ 0:19 Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
TBPN Insight
Byers: Market sizing diligence is bad work at seed stage
“I don't ever search how big a market is. That's what you're already wrong. I've never done that work. I actually think it's bad work to do at seed.”
Chad Byers Mar 19, 2025 ▶ 23:01 "I Partner with People" - Chad Byers talks about Venture, Fitness, and Being a Chad.
20VC Insight
Srinivasan: PhD students should size markets before picking research projects
“A little bit of market sizing at the beginning of their research could have you know, at least allow them to pick between two equivalently interesting research projects one of which had a higher market potential.”
Balaji Srinivasan Nov 25, 2016 ▶ 5:42 20VC: a16z's Balaji Srinivasan on Why There Is A Financial Incentive For Truth In VC & Why The Best VCs Invest In Founder To Make Them Richer Than Themselves

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