At Blue Bottle, a stranger turned a smile into a post-AGI TAM pitch

tech__unicorn · x · 2026-07-28

A tongue-in-cheek San Francisco story: the author says a stranger at Blue Bottle first complimented their smile, then immediately opened a laptop deck and started explaining why people are underestimating the TAM by modeling today’s market instead of the post-AGI market. The punchline is that the author remembers the stranger’s projected ARR and felt completely outmatched by the level of startup intensity.

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