Video · 75 min

Don Valentine, Sequoia Capital: Target Big Markets

Don Valentine · Stanford Graduate School of Business Free Intermediate

The counterweight you should hear. Sequoia's founder argues that you only build a big company by attacking a big market, which forces you to be honest that your small market must actually become huge. Watch it to pressure test whether your fast curve really leads somewhere large, or just stays cozy.

  • Big companies come from big markets, so the endpoint must be large.
  • A fast curve only matters if it terminates in real scale.
  • Be honest about the ceiling, not just the slope.

The question it answers

  1. My market is small right now but growing fast. Is that a problem?

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