The future is really unknowable. How are you able to develop conviction on the long term total addressable market of a business with accuracy if the future is just so hard to predict? And i agree with that lish is, back up a minute. When you make an investment in any business, you are investing in the future. You're not investing in the past. So i think it's enormous risk, an enormous risk, to just assume that whatever happened in the past will happen in thefuture. What we know for sure is the future will be different than the past.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode