Stripe highlights Vanta CEO Christina Cacioppo arguing that market sizing can mislead founders, and that scaling compliance is about execution and trust rather than spreadsheet TAM. The episode also contrasts vibe coding with rigorous security.
why TAM is a distraction
why she believes "market sizing is bullshit."
Tobi Lutke explains what the VCs who passed on Shopify got wrong
Investors passed because they thought the addressable market was too small
even if Shopify captured 50% of the market, that still wouldn’t be a venture-scale business
market sizing is bullshit
Compliance at scale
the tension between vibe coding and rigorous security
building the future of agentic trust
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