Cacioppo: Current market size only predicts today's market, making TAM sizing misleading
Christina Cacioppo · Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta · Mar 31, 2026 · at 48:15
Christina Cacioppo, founder and CEO of Vanta, discusses lessons learned as an investor at Union Square Ventures and how standard TAM calculations fail for nascent markets.
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“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.”
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