I have a pretty bad mental model of how most VCs think, but I think good VCs will fund smart people who demonstrate extreme conviction, regardless of how they initially size the market. The opportunity cost for me doing K-Scale is making quite a bit of money at Tesla or Meta, so assuming I am not acting irrationally, either I have extreme conviction or I am a masochist. In my experience, VCs are pretty bad at telling the difference.
I'd say if you have a marketing problem do whatever the heck you can to get Rory Sutherland to take a look at your product, the man is a force of nature when it comes to unconventional marketing and from him I've learned the crucial distinction between relational and transactional capitalism.
And if you ever make it to the (multi)unicorn status because of him, don't forget yours truly. :)
