TAM is Great. But What Really Matters is That You Believe You Can Hit $100m ARR in 7 Years.
SaaStr
FEBRUARY 22, 2023
Or of my investments, ones like Algolia and Salesloft, that yes, in theory, were playing in larger markets, but in practice, their entry points were quite narrow. Worth investing 7+ years of your life in. But others started off in what seemed like … material but smaller markets. Like Shopify and Okta, to pick two.
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