Jason Lemkin

If you see that fine, the TAM is small, but there just isn't a sense of how to grow it.

If you see that fine, the TAM is small, but there just isn't a sense of how to grow it.

Okay.

Okay.

There isn't that drive.

There isn't that drive.

If we're 771, if there's complaints.

If we're 771, if there's complaints.

If there's complaints, I just haven't seen a lot of great outcomes from complainers, from A-minus CTOs.

If there's complaints, I just haven't seen a lot of great outcomes from complainers, from A-minus CTOs.

It's okay to start with the smallest TAM, but I want to see that at least you're thinking, even if it's insane, about the large TAM.

It's okay to start with the smallest TAM, but I want to see that at least you're thinking, even if it's insane, about the large TAM.

So it's more just, to me, it's more just drawing a black marker through things where I might have taken a little bit of risk before.

So it's more just, to me, it's more just drawing a black marker through things where I might have taken a little bit of risk before.

I'm just out because it's not that I can say for sure how big it will be, but these are blockers to a billion dollar position, not a billion dollar outcome, a billion dollar position.

I'm just out because it's not that I can say for sure how big it will be, but these are blockers to a billion dollar position, not a billion dollar outcome, a billion dollar position.

I think you can have a billion dollar outcome if things are lucky and you can have the pretty good CTO, the mid-sized ham, as long as you get some tailwinds and a few things break your way.

I think you can have a billion dollar outcome if things are lucky and you can have the pretty good CTO, the mid-sized ham, as long as you get some tailwinds and a few things break your way.

I still think you can be lucky enough to have a billion dollar outcome, but not a position.

I still think you can be lucky enough to have a billion dollar outcome, but not a position.