.@martin_casado argues we've had the causality of private markets backwards: more capital actually grows the TAM "There's always been this weird meme in venture, which is it's kind of not much of an asset class. There's only a few companies. You can't deploy a lot of money in it. Which has often been very weird to me to have this zero-sum thinking from people whose entire job shouldn't be zero-sum thinking." "One thing we're learning is you actually can take large amounts of capital in…