Clouded Judgement • 11 implied HN points • 25 Jul 25
- Understanding market size through Total Addressable Market (TAM) can be misleading, especially during major industry changes. Old ways of thinking about market value might not apply in new tech like AI.
- AI tools are not just for developers anymore; they’re expanding to other fields like marketing and finance, creating new markets and user bases. This shift means that the value of these tools goes beyond just saving time.
- Successful companies often start by solving a specific problem, but they can grow to offer much more. Focusing only on the initial market may overlook future opportunities and expansions.