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Reuters should know better. While $30T is probably absurd, Anthropic is claiming that's the total addressable market for AI services, not that they will capture
by efficax 22d ago
Reuters should know better. While $30T is probably absurd, Anthropic is claiming that's the total addressable market for AI services, not that they will capture 100% of that market
- quickthrowman 22d agoI figured that’s what it was, TAM numbers in S-1 filings are always hyperbolic. AirBNB’s claimed TAM in their S-1 was over $3T. AirBNB TTM revenue (7/25-6/26) is $13.5B, which is 0.45% of $3T.
- throwup238 22d ago“Imagine if we capture even just 0.5% of the market!” That feels very 2010s Silicon Valley. Simpler times.