low float, elite team, godly ui, sustainable yield, platform agnostic, massive TAM
New York University’s Aswath Damodaran wrote that “the estimation of TAM has been gamified by Silicon Valley, with bloated and patently unreachable numbers.”
- WSJ
https://x.com/AyeshaTariq/status/2106068570912485484
Post #113211
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Forwarded from Gong Jiao Wei 巩娇玮
