Why is it important to talk about trends and opportunities in our market?

Numbers are just dandy. But as Reid Hoffman says: “Frequently, young entrepreneurs put in slides that show their business’ total addressable market (TAM) to establish some credibility. Problem is, most investors don’t trust the sources of that information, so entrepreneurs aren’t establishing huge credibility by saying they’ve claimed a market with a huge TAM.” So what should you be talking about? Trends and opportunities! Why are you a hot investment opportunity now and what backs that up? Investors often suffer from FOMO so this should push their triggers.