Question a Market-Size Claim
Use TAM, SAM, and SOM questions to test a founder's market-size claim without derailing rapport.
Mina M Founder TAM to SAM to SOM questioning Keep the big vision, then ask what slice is reachable and what share is plausible. Precision is not pessimism; it is how ambition becomes investable. Acknowledge TAM We are going after a $90 billion AI operations market. Narrow SAM We can sell to any operations team with messy workflows. Test SOM We think this can be a $500 million ARR company. The best questions preserve ambition and add constraints. The strong path moves from TAM to SAM to SOM: broad opportunity, reachable wedge, then obtainable share. Market sizing gets useful when…
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