40. Aaron Jacobson, NEA - The Golden Age of Industrial Automation
Heavy Hitters: The Digital Industrial Podcast
Is TAM Really Important?
I would look at ultimately why customers are spending, what their ROI is and that starts to give you justification for how much you can actually charge for that solution. You can start to think about from the bottoms up basis how many of the customers are out there. What does that look like in the US? What do that look like at a global scale and build it up from the bottom-up. I think all the investments I've done are typically addressing existing spend so new markets and robotics could be more challenging.
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