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TAM straight

13 May 2019 By Richard Beales

Uber says its “total addressable market” is $12.3 trln. Lyft is less exuberant, claiming a mere $1.2 trln TAM, while one estimate of WeWork’s global real-estate opportunity hits over $200 trln. Such heady figures show ambition, but investors need to address the built-in hype.

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