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20VC: Why Being First To Market Does Not Matter, Why You Do Not Have Defensibility on Day 1, How to Analyse Market Size and Present it to Investors, Vitamins vs Painkillers; Do Vitamins Survive Recessions and Good vs Great Messaging with Guy Podjarny @ Sn
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Differentiation rather than 1st
I hate it when people say security market is too trillion. But the security market is actually heavily segmented and it's incredibly broad. Can we segment it, show growth within different segments and show how we think it changes it? Do you see what I mean? That's how they're doing. You have to start from just magnitude of value that you provide. And then the dollars go from there. Hamptun is being first market, do you think? What does matter is being a leader in a market and having some gap.
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