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AI-ready · Judgment

You ask an AI research tool to size a target's addressable market and it returns a number well above what your own bottoms-up sense suggests. Walk me through how you'd reconcile that before it lands in the investment memo.

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A market-size number that's suspiciously large usually means the AI tool has scoped the market too broadly, often by folding in adjacent categories the target doesn't actually compete in.…

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