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How to calculate "Bottom-up TAM" + Hubspot Co-Founder Brian Halligan on his new climate fund | E1634
This Week in Startups
Venture Capitalists and Entrepreneurs: Bottom Up Tam
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I was impressed by the Psalm calculation, we've talked on this show before and you've talked a lot about this idea of bottom up Tam. So I liked this idea of the Psalm because it feels intellectually honest, but does it then risk thinking too small and like missing the potential for the Airbnb breakout or Uber breakout? It's like a double, now it's a double edged sword. This is part of the art of investing in companies is you don't know what your Tam is. The market's going to tell you over time. There's another rub here, which I have looked at very often, which he call inducing a market to exist.
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