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 @tobi
What markets do you see as growing exponentially over the next 5-10 years?
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Replying to @sama
It's very similar #truefact
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Replying to @sama @chandrarsrikant
Yes.. while start ups grow exponentially, the funding will grow only linear...ly.
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Replying to @sama
Sounds amazing 😊
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Replying to @sama
Airbnb would be a great case study for this..
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Replying to @sama @ValaAfshar
Sir the invester only not invest in startup on the basis of the name and performance they also study the future steps of start-up and also the team of the start up and also the need of society
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Replying to @sama
Yes, the future is uncertain
Replying to @sama
Example of this is to look at AirBed&Breakfast and to think that the TAM is made of people who would sleep on an airbed / or the bed and breakfast market when instead Airbnb was going to disrupt the entire hospitality industry.
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Replying to @sama @dunkhippo33
If you make a breakthrough, the TAM will be just a small indicator. Today’s TAM will be completely different from future’s TAM. The investors know this!
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Replying to @sama
Likely, either a tact to negotiate the valuation or exposes the investor's ability to see long term.
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