andrew engler(@aerockrose):Marc Andreessen reveals the hidden math behind why the best markets look small at first "The market for Uber and Lyft must be the market for taxi cabs." "The market for GPUs must be the market for people who like to play games." His rule: when the supply side changes, the market can get 10, 100, or 1,000 times larger. The mistake is sizing tomorrow's company with today's map. @pmarca

andrew engler

@aerockrose

3x founder, CEO Built 3 $100M insurtech businesses. I dream of insurance, ml, and self organizing criticality.

Joined April 2018

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andrew engler@aerockrose

2026.05.16 18:00

Marc Andreessen reveals the hidden math behind why the best markets look small at first "The market for Uber and Lyft must be the market for taxi cabs." "The market for GPUs must be the market for people who like to play games." His rule: when the supply side changes, the market can get 10, 100, or 1,000 times larger. The mistake is sizing tomorrow's company with today's map. @pmarca