Stress testing Startup assumptions around TAM and go to market strategies can look like throwing money into a volcano.
In the last ten to fifteen years investors have had an apetite to persue long term outsized returns at the risk of startups failing.
The current down market won't blunt this investor desire to find the next startup that can prove their scaling theories. It will in the short term put the onus on founders to have have credibility around strategies and insights they believe will allow their theories on growth to suceed.