How Many Trillion-Dollar Companies Should There Be?
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The final question is whether "TAM dreaming" can translate into dollars and cents in terms of valuation and execution. Forecasts have only one thing in common; they're all wrong. But appreciating directional size for a market can impact the equation.
Kyle Harrison • Markets, Markets, and Markets
Juan Orbea added
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In the market of ideas and technology, the top performers are at least 10x more valuable than the average performers—making hiring of utmost importance
Tyler Cowen • Modern Wisdom: #482 - Tyler Cowen - The Secret To Finding Great Talent
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Each company is trying to figure out how to strategize, how much to invest, what the technology should be. In a case like that, it’s not at equilibrium.