Sebastian Duesterhoeft from Lightspeed Ventures joins CJ Gustafson to discuss Total Addressable Market importance for investors, frameworks for calculating TAM, market maturity, extensibility, and the crucial initial insertion point in business growth.

Sebastian Duesterhoeft, partner at Lightspeed Ventures, returns to discuss competitive moats and the advantages they offer companies. They explore different types of moats, highlight the power of network effects, analyze Google and Amazon's strengths, and discuss counter positioning as a disruptive strategy. They also delve into the hesitancy of large companies to change and the importance of building sustainable moats from the start.

Sebastian Duesterhoeft, Partner at Lightspeed Ventures, shares insights on Total Addressable Market (TAM) in investment decisions, challenges with high-valued unicorns, models for TAM quantification, expanding TAM through strategic product growth, customer expansion metrics, and balancing quantitative with qualitative perspectives in business decisions.