20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
00:00
The TAM trap and saturation in SaaS
Rory explains market saturation, examples like Zoom, and why finite TAMs limit late expansion.
Play episode from 28:05
Transcript
