Youo ta by profession investors, we have armies of researchers, associates, principals, managing directors. If you do share with us the tam a that is interesting, maybe cause we get to see how you interpret it. But i would say lazy tam is one of the problems here. And lazy tam is a lazy tam is, i just grabbed a gardener number. Now you grab the gardener number for travel, and you are doing a travel start if you say travelis an eighteen trillion dollar industry. So it's completely farcical that none of that is addressable tam for you. The second problem, i think, is the great companies are companies that induce a market to exist

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