2022年11月4日,

你准备好发射bajillion-dollar启动?在你开始:你打算建立一个半人马,独角兽或者decacorn ?启动投手已经成为存在主义戏剧,部分原因是很多创业者夸大总潜在市场的大小(TAM)他们希望竞争。在TechCrunch扰乱,我跟三个投资者对他们如何使用TAM来引导他们的决策。每个人都同意这个数字本身远比过程更重要。“计算和创始人的方式是考虑它告诉我们有关业务或其未来不一定,但创始人认为关于公司如何创造,”蒂娜Shakir说勒克斯合伙人的资本。完整的TechCrunch +文章只是提供给成员。使用折扣代码TCPLUSROUNDUP节省20%了一到两年订阅。“这几乎是保证你会是错误的,“艾丁•森库特说,Felicis Ventures的创始人和合伙人。“这是要太大或太小。” Kara Nortman, a managing partner at Upfront Ventures, said the TAM numbers given in a pitch do not control whether she’s likely to invest. “I would say [it is] more important to be able to articulate how big something can become and to show that you have a thought process around TAM, if it’s early,” she said. Choosing a mythical TAM won’t put dollar signs in investors’ eyes, as unrealistic numbers reflect unrealistic expectations, a red flag for any VC. As Senkut said, “the plan doesn’t have to be accurate — the plan has to be directionally correct.” Thanks very much for reading TC+ this week! Walter Thompson Image Credits: Kelly Sullivan / Getty Images At TechCrunch Disrupt, Josh Fabian, CEO of video game coaching platform Metafy, explained why he’s committed to “building in public,” or sharing aspects of his founder’s journey with an audience. “Consumers don’t trust corporations; I don’t trust corporations,” he said. “I don’t think any of you do, even if you’re running your own.” Katelin Holloway, a founding partner at 776 (an investor in Metafy), said Fabian’s approach was a breath of fresh air. “We were able to just engage and talk like humans, and Josh told us his story in a very different way,” she said. “Not only was it incredibly compelling from a business perspective, it was incredibly compelling from a human perspective,” she said. Before Ashish Kakran became a principal at Thomvest Ventures, he was a data engineer who transformed disparate consumer data points into optimized offers for consumer telecoms. “Part of my job involved unpacking encrypted data feeds, removing rows or columns that had missing data and mapping the fields to our internal data models,” he writes in a TC+ guest post. “Our statistics team then used the clean, updated data to model the best offer for each household.” Because today’s datasets contain exponentially more information, “the rules are being rewritten on how data will be used for competitive advantage, and it won’t be long before the winners emerge,” he asserts. In a deep dive, he compares modern and legacy data stacks to identify key trends for enterprises and opportunities for founders and investors. “Practitioners are spoilt for choices when building enterprise data pipelines,” says Kakran. Image Credits: Kelly Sullivan / Getty Images Fewer investors are writing checks these days, but what kind of advice have they been giving their portfolio companies in recent months? Mary Ann Azevedo spoke to three executives at TechCrunch Disrupt to learn more about the strategies they’re promoting to preserve runway and their peace of mind. Eric Glyman, CEO, Ramp Ruth Foxe Blader, partner, Anthemis “It behooves everybody to be really lucid about the macro environment that we’re entering,” said Blader. “It’s likely to be long-lived, and it’s very important to be judicious but not lose sight of your goals and the reason you founded the business in the first place.”