Order From Chaos
Stress testing startup assumptions around TAM and go-to-market strategies can look like throwing money into a volcano.
In the last ten to fifteen years investors have had an appetite to pursue long-term outsized returns at the risk of startups failing.
The current down market won't blunt this investor desire to find the next startup that can prove their scaling theories. It will, in the short term, put the onus on founders to have credibility around strategies and insights they believe will allow their theories on growth to succeed.