376. Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers (Rick Zullo)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Importance of TAM in a Company
It's not the size of the market, but you're willing to dominate it. If there were a thousand search engines and no real competitive engines, then Google wouldn't be the cashflow machine that it is today. One of the things we really work with our companies on is this playbook called Wedge Flywheel and Boat Expand. We believe that's actually the four stages of probably every business that we've ever invested in.
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