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tam-triangulator

Sizes a market three independent ways, reconciles where they disagree, and runs a seven-question skepticism pass on the published figures.

Deep researchStage 3 Forty-five minutes.

This one is in the paid set. Enter your code below and the download turns on.

Reach for it when

  • A thesis rests on penetrating a market rather than taking share
  • Someone quoted a $40bn opportunity and you want it checked
  • The company's own TAM slide has grown suspiciously fast
Needs first
A precise definition of the market: a unit and a buyer.
Leaves behind
Three estimates, the assumption driving the gap, and a range rather than a point.
Takes about
Forty-five minutes.
Will not
Report a single number. And it will remind you once that a large TAM is not a thesis.

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