@vt
i just wrote about the strategic virtues of the small-TAM tech company — the kind that will never get VC funding but is nonetheless essential for robust real-world economies and the hoped-for widespread adoption of AI.
read here: https://uncertaintymindset.substack.com/p/sweetspot
tl;dr version: these small-TAM tech companies have
1. big but underserved markets
2. serious competitive moat from small TAM
3. can get big, but in sustainable not silly ways
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