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total addressable market

also referred to as: tam

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Nov 1, 2021 by Savneet Singh · across every show →

Everything said about total addressable market, oldest first

Nov 1, 2021 negative
Insight
Singh: Venture capitalists consistently misunderstand and overestimate true serviceable market sizes
“So my greatest investment recipe is historically, I would say everybody misunderstands TAM. When you look at venture capital, everyone's like, Hey, I've got this platform that's going to get real estate investing online. Real estate's a 10 trillion dollar indu…”
Savneet Singh Nov 1, 2021 ▶ 55:43 Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
Jul 11, 2022 bearish
Insight
Avoid or Short Any Tech Company Valued on Price-to-Sales or TAM
“Anytime a company's still being priced to sales or they're talking about the TAM, I want nothing to do with that company. Probably a short”
Rob Citrone Jul 11, 2022 ▶ 30:53 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
Sep 16, 2024
Disclosure
Maples Evaluates Startups Based on 'Total Future Market' Over TAM
“What I've come to realize is I'm not interested in the total available market. I'm interested in the total future market. I want the product to define future market and be the category king of that future market.”
Mike Maples, Jr. Sep 16, 2024 ▶ 30:04 Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
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