In our case, we're disrupting a well-known industry. So only a non-educated investor would ask for the total addressable market, and the "why now". Both are pre

In our case, we're disrupting a well-known industry. So only a non-educated investor would ask for the total addressable market, and the "why now". Both are pretty obvious if you know the industry. Having investors ask us about those was a strong signal that those VCs didn't know enough about our market, so they wouldn't be great partners for you. However, in a standard pitch, I would agree those slides need to be there, especially if you're creating a new category. On our side, we're disrupting a well-known one, so not the same.