Earlier this week Bryce Roberts of O’Reilly AlphaTech Ventures wrote a post about VCs over analysing market size and then passing on deals. His point is that if a VC hasn’t got comfortable on market size within two meetings then they never will and the entrepreneur shouldn’t spend more time with them. The post was titled You Can Never Size a Market in Excel.
There are a couple of important underlying points that I agree with, but I think there is an important subtlety which is ignored, and that is the difference between questioning the market size and questioning how big and valuable a company can get.
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