20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Big Enough Markets Need Proof
Harry Stebbings asks what qualifies as large enough, and Jason Lemkin says AI investors increasingly need evidence that a category’s TAM can expand dramatically.
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Transcript
