total addressable market
also referred to as: tam
8 statements across 7 episodes · 3 bullish · 1 bearish · 6 people on the record · first statement Dec 10, 2020 by Howie Liu · across every show →
Everything said about total addressable market, oldest first
Dec 10, 2020 bullish
Liu: Horizontal platforms create more durable long-term advantages
“If you're really good at holding this pace and just having this deliberate focus on being a horizontal platform and trying to serve this massively diverse, you know, total addressable market, then I think in the long term, you have more durable advantages. I t…”
Apr 18, 2021 positive
Sep 1, 2022 neutral
Apr 26, 2023 negative
Mehta: Delaying a Second Product Line Traps Slowing SaaS Companies
“And if you wait till you start slowing down a lot and then need to go launch something new, but you have to create it and you have to raise money for it. And that might take three, four or five years. You're in a trap, and so kind of that really, really can hu…”
Nov 8, 2023
Mehta: Build a named database of actual buyers instead of abstract TAM
“And one of the things very practically I wish I'd done is build a database of your addressable market. Now, I don't mean that BS slide you show to investors that says your addressable market is like ten billion dollars or a trillion dollars. I mean the real on…”
Nov 8, 2023
Mehta: Single-product new logo acquisition inevitably plateaus due to TAM limits
“Every market has a certain number of buyers and eventually get to the point where you started selling to a lot of those buyers. Now doesn't mean you won't sell to more buyers, but often like the number of new buyers, like the number of new logos grows, grows, …”
Sep 27, 2024 neutral
Plank: Total addressable market is constrained by contacts, not accounts
“Your TAM is really constrained by the number of contacts, not the number of accounts. If you have a million accounts and one persona to reach out to, you have a million contacts. But if you can reach out to four, five, six, seven different people within an acc…”
Jun 11, 2025 bullish
Sam Blond Predicts Unified Platforms Will Consolidate AI Sales Tools
“I think there will be a sort of like unified platform that comes together that takes all of these sort of disparate piecemeal processes and basically combines them. So you can effectively say like, this is my TAM. I want meetings. And the output can be, these …”