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How to Make a Deck
How to Make a Deck
Teardowns/Market

'$1.2T TAM' with no path to it

PrincipleInvestors distrust top-down TAMs. Show the wedge.

2 annotations · click a dot

Market size

$1.2T
Global logistics market (Gartner, 2023)
  • • Growing 8% YoY
  • • Massive digital transformation underway
1Dealbreaker
Dealbreaker
$1.2T = you haven't sized this

Every category has a trillion-dollar top line. It tells the investor you haven't done the work to find your wedge.

Fix
Bottom-up: (# reachable customers) × (realistic ACV) × (target penetration).
2Weakens
Weakens
'Massive transformation' is not sizing

Adjectives don't add up to a number.

More market teardowns
SAM and TAM are the same number

If your SAM equals your TAM, one of them is wrong.