I mean, it’s actually not that bad of a play at least here in AK.
replyThere’s billions of dollars in monitoring and maintaining remote sites / handling remote connectivity, doing bespoke SaaS tools, etc. Like, literally high hundreds of millions or low billions.
And they claimed their TAM was 20% of world GDP!!!
replyTheir IPO made me look up what TAM was, and TBH it looks like the kind of metric where you're allowed to draw the boundaries however you like.
replyTo the extent that they're not actually wrong about that TAM:
https://en.wikipedia.org/wiki/Total_addressable_market#/medi...
Note that I am not claiming they'll get sales anywhere near to close to the TAM. It's not like Wikipedia's market value is even close to {peak price of Encyclopedia Britannica} * {number of people on the internet} even despite it no longer being generally contested which of Wikipedia and Britannica is now better.