total addressable market

“So I think I put left focus on TAM in the beginning because of the phase, I mean, it is very difficult. If you're investing in a known category, you always know what is the market that exists. It's all the companies which you try to invest or what you try to t…”

“So this is, I think the top down way of arriving at TAM, which is not really useful beyond the fact that you want to just ensure that you are working in a space that's at least a couple billion dollars in size so that you know that there's enough market to go …”

“What I'm saying is that when new markets have been created when industry is being restructured, what you thought was TAM may not be the TAM.”

“We look for a very small TAM But a product which is absolutely superlative, that at least within that small TAM, whatever you've built has the ability to dominate the market.”

“We've seen it is a lot easier to replicate that love over a period of time to a larger and larger TAM and keep expanding the TAM of your business while maintaining that sort of absolute love in place versus playing in a very large TAM. With a product that peop…”

“You need to start small because India rewards depth more than width. So you need to go deep. Solve for the pain points. The way we have built is to listen deeply to our customers and continue to evolve as their needs evolve. And through this journey, the produ…”

“I'm a big believer that if the market you are in, if the market has a big opportunity, you as a company will get a lot more chances to make it work, right? If you're in a market with a small dam you do, do one thing wrong and you're out of business more than l…”