Gokul Raj on TAM expansion: no generational company stays in its original market
Promptmethus · x · 2026-10-12
Gokul Raj argues that every great company must continuously expand its TAM by launching products targeting new customer behaviors and markets — you cannot become a generational company staying in your original market.
- If Google had stuck to search + ads + YouTube, no Chrome, GCP, or Waymo
- Without Instagram and WhatsApp, Facebook would be worth a fraction of today
- Obvious in retrospect, but worth stating explicitly
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