WHAT TAM SHOULD ACTUALLY TELL YOU

Summary from the TLDR Founders newsletter

Stop calculating “potential customers × potential price” and start with what the world currently spends solving your problem. That's your actual market today. Everything beyond that isn't market size, it's a thesis about growth. Most founders are stacking 3-5 speculative theses without realizing it, and since each compounds risk exponentially (30% × 30% × 30%), understanding this can dramatically improve how you allocate time and opportunity cost.