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
Insight
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…”
Howie Liu Dec 10, 2020 ▶ 3:34 Lessons in Scaling a Low Code Platform with Airtable's CEO Howie Liu
Apr 18, 2021 positive
Insight
Hoffman: VCs will fund small TAM businesses if the team can expand adjacently
“VCs will happily invest in businesses with small TAMs if they think the team is good enough to move to an adjacent TAM once they're no longer growing at a hundred percent year over year.”
Auren Hoffman Apr 18, 2021 ▶ 11:46 How to Build a Unicorn in 8 Simple Charts with SafeGraph
Sep 1, 2022 neutral
Insight
Haivas: Pitch decks do not need explicit market sizing calculations
“The most important thing is that you show the definition of what is the market, and what is the TAM, and what is the SAM, and then show the numbers, and I don't necessarily think that the decks should show the calculations.”
Irina Haivas Sep 1, 2022 ▶ 20:54 The 7 Tips to Setting Yourself Apart During the Venture and Growth Stages with Atomico
Apr 26, 2023 negative
Insight
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…”
Nick Mehta Apr 26, 2023 ▶ 45:50 Gainsight CEO Nick Mehta: My Top 10 Mistakes In 10 Years (LIVE SaaStr Workshop Wednesday)
Nov 8, 2023
Insight
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…”
Nick Mehta Nov 8, 2023 ▶ 30:53 Nick Mehta, CEO Gainsight: My Top 10 Failures as a SaaS CEO & What I've Learned
Nov 8, 2023
Insight
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, …”
Nick Mehta Nov 8, 2023 ▶ 28:57 Nick Mehta, CEO Gainsight: My Top 10 Failures as a SaaS CEO & What I've Learned
Sep 27, 2024 neutral
Insight
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…”
Matt Plank Sep 27, 2024 ▶ 9:59 The Revenue Playbook: Rippling’s Top 3 Growth Tactics at Scale with Rippling CRO Matt Plank
Jun 11, 2025 bullish
Prediction Not checkable as stated
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 …”
Sam Blond Jun 11, 2025 ▶ 25:50 5 Ways AI Has Already Changed B2B Sales Forever with Perplexity's CBO Dmitry Shevelenko
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