One of my favorite examples of TAM’s irrelevance is Etsy. Early on, our peers were thinking, “How big could arts and crafts possibly be? I go to farmers markets, and maybe two or three people are polishing wooden bowls or selling earrings they’ve made in their free time. How many of those folks are there, and how many will actually use something... See more
Danny Rimer’s most contrarian, high-conviction opinion
Donald Trump is an uncannily accommodating vessel for projection, good and ill. It occurs as something of a cosmic joke that his last name is “Trump,” which is the Joker in a deck of cards, a wild card, the card that can be any card. So it is that Donald Trump can be any character, whatever people hold him to be. This serves both to elevate him and... See more