Mapping your market and truly understanding your TAM & SAM
notion.vc
Mapping your market and truly understanding your TAM & SAM
How to Understand Any Market Understanding the TAM (Total Addressable Market) and what the industry as a whole is projected to look like in a few years, can go a long way. There are a few ways to do this. I’ll list the methods that have worked best for me in the past.
Bradley Miles • #BreakIntoVC: How to Break Into Venture Capital And Think Like an Investor Whether You're a Student, Entrepreneur or Working Professional (Venture Capital Guidebook Book 1)
As discussed earlier, TAM is an acronym for total addressable market. TAM represents the market size that the new company will enter, or is currently a player. There
Bradley Miles • #BreakIntoVC: How to Break Into Venture Capital And Think Like an Investor Whether You're a Student, Entrepreneur or Working Professional (Venture Capital Guidebook Book 1)
The first is market sizing, usually referred to as total addressable market (TAM).
Marty Cagan • INSPIRED: How to Create Tech Products Customers Love (Silicon Valley Product Group)
I would shorthand a venture investment as TAM, team, and to a lesser extent timing. It's really about TAM and team
Invest like the Best • Thriving in Changing Markets
Bryant Wu added
The total addressable market (TAM) for creators is much larger than almost anyone believes. Two forces are hyper-charging the market opportunities for these creators. The first is that more of the demand side of the economy -- i.e. experiences and consumption -- is being mediated by aggregating platforms. The second is that more of the supply side ... See more
Tal Shachar • Creators Eating the World
sari added
TAM arbitrage: The core idea is that if you, as an investor or a founder, can do the work and understand a market better than anyone else, and appreciate that its actually bigger than anyone gives it credit for, then investors can pay higher prices, founders can be more aggressive with burn, and experiment more broadly.
Kyle Harrison • Markets, Markets, and Markets
Juan Orbea added
Juan Orbea and added
“Many investors will say that the total addressable market (TAM) size is the primary indication of ‘venture scale,’ but I disagree. You can have large TAMs that actually aren’t very good markets for startups, and smaller markets that can be expanded by the abilities of a talented startup with the right product offering.... See more
So instead I tell founders t