i am still amazed how most startup investors are great at understanding that startups can grow exponentially but don’t understand that markets can too “the TAM is too small” has cost startup investors more money than any other often-repeated phrase i know of

Aug 19, 2022 · 3:57 AM UTC

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(“the founder is too inexperienced” is a close second and “what’s the barrier to entry?” is a close third)
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Replying to @sama
Those people should stick to investing in bonds.
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Replying to @sama
When you start changing the way you look at things, the things you look at change.
Replying to @sama
This is a story of quite a few however, TAM gets bigger with time and vision plus founders pivot the business model which changes the TAM
Replying to @sama
💯
Replying to @sama
@SaveToNotion #tweet #startup
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Replying to @sama
Maybe the above has some geographical context. In India everything is in the future. TAM, Revenue and profit. However, I guess the toughest part is convincing oneself of exponential (vs. strong) TAM growth.
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Replying to @sama
We face this problem, but our TAM is growing massively. I’m sure you are very busy, but would love to tell you about it sometime if you’re ever up for it!
Replying to @sama
The fact that they prefer growth over profit does not amaze you?
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Replying to @sama
That always reminds me of Uber
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Replying to @sama
Small markets growing exponentially are tricky in their own right though. Sales tend to be much harder because a lot of customers are also new and don’t even necessarily know what they want/need.
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