The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Investing Lessons from FC Seeding Uber, Airtable and Coupang | Why Pro Rata is the Original Sin in VC | Why Liquidity Has Died in 2024 | Why LPs are Pissed with VCs | The Hard Truth About Seed Fund Economics with David Frankel @ Founder Collective
David Frankel
Next thing they're going to Netflix, Apple, Amazon, everything that is being screened needs them. And the TAM just was like infinite. So I've seen the mistake made where you really undersize the TAM. It sounds very seductive and logical in the moment. But like, do I think of TAM? TAM matters.
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