Thinking About Thinking

The biggest issue I have with the bloated addressable market slides we see in company pitches is that when we fast forward 5-10 years, the actual revenue generated by those companies will not even come close to equalizing the addressable market size. The addressable market size slide is usually the least useful in a pitch deck since it is too theor... See more

Market size is the amount of revenue companies generate for the same product or service today. Understanding the inherent risks and believing in market growth is crucial. Even if it's small, as tag management was two years ago, it's not a deal killer. Many investments fail because new markets don't grow at the expected pace or scale. In the overall... See more