How do you evaluate a founder? It's a little bit of the like power law sebatian mallaby. How do you identify an outlier versus somebody who wants to build something perfectl good, that could have perfectly good returns, but not out size returns? This is where people get into conversations about tan. Whatis the total addressable market for a tool built on twitter or instagram? The tool built on that platform, their tam is a percentage of the total users on that platform. And then you can narrow that tam the total uses on that platform who a are english speaking. So it might be that 70 % of people in the orld just don't pay for software

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