flâneur

Sidu Ponnappa on X: "When the Models Get Better, Your TAM Should Go Up" / X

x.com · 1,596 words · saved by 1 readers

When the Models Get Better, Your TAM Should Go Up

I've spent the last 3 years building an AI Native Services business. From zero traction, product-oriented execution to a services + platform strategy. From thesis limited execution to a fitness function focused on revenue and margin. From $100K of rev in 2025 to ~$3M of rev in the first half of 2026, with over $1M of that from the US. Over the last month I've had a few founders who are contemplating starting AI Native Services businesses reach out to chat. This list is a distillation of those conversations. One caveat before the list. Everything below applies to AI Native Services, early…

saved by

related reading