TAM SAM SOM measures the ceiling of an opportunity in a future that statistically does not arrive. The more useful question is the one about the floor, and it has nothing to do with the market.
The romantic story is that the world eventually caught up to Vincent. The actual story is about someone the film barely mentions.
The popular story is that BlackBerry got complacent. The actual story is more useful, and it has very little to do with the iPhone.