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2min chapter
Breakthrough Lessons: The Myth of TAM
Pattern Breakers
Introduction
When asked what they look for in start ups, many v c will say a large total available market. But i don't think you should get caught up worrying too much about your total available market to day. You're usually far better off estimating the total potential market the future, rather than the available market of to day. Just like potential energy and physics can get converted into mechanical energy, potential start up markets lead to massive available markets that will emerge in the future. I'm going to help win by curating the lessons of the super performers, but before they were successful.
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