TAM Expansion

topic on 2 shows · 2 statements across 2 episodes

2 statements about TAM Expansion, every show

20VC 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

INVEST LIKE THE BEST Prediction Not checkable as stated

Horing: AI will largely expand total addressable markets for incumbent software

“So my suspicion is this is largely TAM expanding for the established companies. They will build products as well.”

Jeff Horing Sep 16, 2025 ▶ 1:35:36 5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best

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TAM Expansion

2 statements about TAM Expansion, every show

Turn any episode into a week of clips.