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An alternative look at Uber’s potential market size
- joshu 12y agoThe professor's article sizing the value of the company is why I hate TAM analyses for interesting startups. I'm looking to find things that will transform the market, not just take a percentage of it.
- sajid 12y agoI think it's a useful exercise, at least for founders themselves. But it's not the final word, just a starting point for further analysis.
- brudgers 12y agoThe rebuttal is pretty much in terms of expanding the "taxi market" in the US specifically while the overarching argument is over the size of the global market. New York is notoriously restricted, the Bay area sprawled, are Seoul and Krakow similarly underserved? That seems to be the real issue with global valuation and market share. If the evaluation is off by 25x the author speculates, Uber would be a $125 billion company. That argument wants more diverse examples or a leap of faith.