1)IMHO, investors pay a lot of attn to TAM (total addressable market). Founders, some attn to TAM. But most ppl pay TOO LITTLE attn to go-to-market / market pull - what I care about most
You cannot just read a Gartner's report synopsis that says "The travel market is a $100B market" and then write on a slide that your TAM is $100B. That's the wrong way to assess TAM.