total addressable market

also referred to as: tam

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 6, 2026 by Thomas Laffont · across every show →

Everything said about total addressable market, oldest first

Mar 6, 2026 neutral
Insight
Laffont: Initial TAM size is irrelevant compared to market expansion potential
“I have a personal view that I've developed, which is actually the size of the TAM is irrelevant. So I never listened to whenever an entrepreneur will pitch me a TAM, I really don't think about the TAM. I think about two things. I think about number one, Whatev…”
Thomas Laffont Mar 6, 2026 ▶ 24:06 Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea
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