total addressable market
also referred to as: tam
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 18, 2022 by Meltem Demirors · across every show →
Everything said about total addressable market, oldest first
Feb 18, 2022 negative
Demirors: Early-stage TAM calculations are just performance art for VCs
“VCs do a lot of performance art, right? Or they do this weird, like, power flex with other stage entrepreneurs, where they're like, oh, show me a business plan, like, calculate your TAM. I'm like, I don't fucking know what their TAM is, because nobody's ever b…”
Jan 13, 2025
Schneider: Consumer apps require massive TAM for broad content marketing to work
“You, like, you need to have a huge TAM, right? Total, like, you know, huge total addressable market that you can go after. That's the only way that consumer works because you have to make content that is going to be, like, broad enough that, like, a large enou…”
Apr 29, 2026 positive
Liu: Mid-sized TAM markets offer massive upside without incumbent competition
“Maybe it's not micro, it's more like mini or medium market, like a couple billion TAM large, which is to say you can build a very lucrative business, even capturing like a double digit percent chunk of this, like you can make a few hundred million per year, an…”