Trace Cohen(@Trace_Cohen):Founders are taught to obsess over TAM. I think timing matters more. A huge market doesn’t help if customers aren’t ready to buy yet. Some of the best startup opportunities look small at first because something just changed: AI made the product possible, regulation changed, costs collapsed, or customer behavior shifted. That’s what I want to understand. Not just “How big is this market?” Why does this company need to exist right now? A great market can wait. A great timing window usually won’t.

Trace Cohen

@Trace_Cohen

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Trace Cohen@Trace_Cohen

2026.09.19 00:17

Founders are taught to obsess over TAM. I think timing matters more. A huge market doesn’t help if customers aren’t ready to buy yet. Some of the best startup opportunities look small at first because something just changed: AI made the product possible, regulation changed, costs collapsed, or customer behavior shifted. That’s what I want to understand. Not just “How big is this market?” Why does this company need to exist right now? A great market can wait. A great timing window usually won’t.