Sebastian Duesterhoeft, partner at Lightspeed Ventures, joins CJ to talk about anything and everything start-up operators need to know about your Total Addressable Market (TAM). If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics
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SPONSORS:
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RECOMMENDED PODCAST:
The HR industry is at a crossroads. What will it take to construct the next generation of incredible businesses – and where can people leaders have the most business impact? Hosts Nolan Church and Kelli Dragovich have been through it all, the highs and the lows – IPOs, layoffs, executive turnover, board meetings, culture changes, and more. With a lineup of industry vets and experts, Nolan and Kelli break down the nitty-gritty details, trade offs, and dynamics of constructing high performing companies. Through unfiltered conversations that can only happen between seasoned practitioners, Kelli and Nolan dive deep into the kind of leadership-level strategy that often happens behind closed doors. Check out the first episode with the architect of Netflix’s culture deck Patty McCord.
https://link.chtbl.com/hrheretics
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X / TWITTER:
@cjgustafson222 (CJ)
@TurpentineMedia (Turpentine)
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TIMESTAMPS:
(00:00) Episode Preview
(00:55) SEGMENT: CJ's opening “Off the Books” monologue - the Billion Dollar outcome
(02:59) Start of interview
(04:38) Why is TAM so important to investors?
(09:19) Is a $2B TAM not good enough?
(12:06) How big is enough TAM?
(13:23) Sponsor: NetSuite
(14:44) Frameworks to calculate TAM
(19:19) Second and third growth engines
(25:18) On "maturity of the market"
(28:36) On extensibility
(32:27) Why your initial insertion point is crucial to your business
(36:22) ServiceNow and Datadog: why these companies are shining examples of expanding their TAM
(45:03) SEGMENT: Long-ass Lightning Round
(48:43) SEGMENT: Rep Yo Stack - Sponsored by Tropic

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E8: The Ultimate Guide to TAM (Total Addressable Market) with Lightspeed Partner Sebastian Duesterhoeft

Run the Numbers