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
I think all things being equal in the rear view mirror, you look at like the Tradesk versus Olo and you go, the Tradesk is like, it's this infinite TAM, right? You could literally be Google, Facebook and Tradesk. And then you look at Olo and you go, okay, vertical SaaS restaurants, is that TAM limited? Probably all things being equal, but there you go.
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