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@connorkapoor (tweeted 2026-07-18) says his total addressable market (TAM) is CAD…

Brief

Connor Kapoor (tweet, 2026-07-18) explains that he focuses on the CAD space because his TAM is CAD designers and the roles downstream of them; therefore his goal is to position his tools to integrate with or emulate traditional CAD workflows, improving adoption and market fit.

Why it matters

@connorkapoor (tweeted 2026-07-18) says his total addressable market (TAM) is CAD designers and the downstream jobs that depend on them.

Key details

  • His product strategy: align and move tools as close as possible to traditional CAD workflows to better capture that TAM.
Source evidence

Had an investor ask me why I spend so much energy thinking, talking & working in the CAD space,

My TAM is CAD designers, or whatever jobs are downstream of them. the closer I can move our tools to traditional CAD, the better