“consumer spending in the united states is like two-thirds of uh spent so it's like greater than business spend right so you start there now of course there's a lot of things people are spending on that aren't ultimately going to be captured by apps but just as a starting point there's no inherent reason why consumer sas or consumer spend should be dramatically less than b2b spending”

Consumer Spending Is 2/3 of GDP — No Structural Reason Consumer SaaS Should Be Smaller

The conventional wisdom that B2B is inherently bigger than consumer misses the macro reality: US consumer spending dwarfs business spending. The opportunity in consumer SaaS is limited by infrastructure maturity and innovation cycles that are still early, not by demand. The TAM argument for B2B over consumer is a temporal artifact, not a structural truth.