A note from Daniel

Use SEC filings of comparable companies in the industry to get empirical revenue figures and sum these up (bottom-up market sizing). Bottom-up is generally more reliable. Be sure you are not drawing boundaries too big or optimistic. "If we get only 1% of China.." is a bad start. One of the most convincing things you can do with a bottoms-up estimate is to link or screenshot an invoice with a high price point.

Daniel The Anthology Of Balaji, page 208 · February 19, 2024 Save to shelf
Notes like this take four seconds in Booksense. Scan the paragraph, it lands on the right page, and comes back for review later. Take your first note

More from readers of The Anthology Of Balaji

Daniel p. 271

More from Daniel

See their profile

Stop losing the best parts of what you read.

Booksense pushes your highlights back to you for review, so a note from page 174 is still yours a year later. Free on iOS.

Daniel on Booksense 5,999 notes 387 hours of reading