Total Addressable Market is something you can’t unsee once you see it. It changes the way you assess the world around you. To the chagrin of my wife, I can’t visit a bakery without doing the back-of-the-envelope TAM on blueberry muffin sales in the greater Boston area.
Having built a plethora (vocab word!) of TAM analyses as an operator when either evaluating a new product launch or building a pitch deck to ask VCs for money, I finally got the chance to approach the topic in detail from the lens of an investor.
From the very first Salesforce export we pored over together, Sebastian Duesterhoeft has been one of my favorite investors to work with and learn from.