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According to Reuters which refers to this WSJ article [0], $30T is the TAM. Calling it potential revenue is a huge stretch. Not justifying as this number as i
by yumraj 22d ago
According to Reuters which refers to this WSJ article [0], $30T is the TAM. Calling it potential revenue is a huge stretch.
Not justifying as this number as it is stupidly large, but theoretically if AI replaced all
White collar workers in the World it will come to around $30T or so (Gemini said it’s $36T-$37T based on some calculations using global GDP, labor share, white collar share etc)
TAM is always stupidly large in decks, disconnected from reality. Every startup has a deck with TAM in billions.
[0] https://www.reuters.com/business/media-telecom/anthropic-expected-tell-investors-it-sees-over-30-trillion-potential-revenue-wsj-2026-08-25/ https://www.reuters.com/business/media-telecom/anthropic-exp...
- sixtyj 22d agoIt is pre-IPO public dance. Today, they offered me shares in Anthropic; the IPO is supposedly scheduled for October.
- keeda 22d agoThis source looks at a lot of data sources and numbers and arrives at $50T - 70T annually as salaries for knowledge workers: https://gist.github.com/danielmiessler/2dc039762a202b083753b1400452614d https://gist.github.com/danielmiessler/2dc039762a202b083753b...
- deleted 22d ago[deleted]
- sensanaty 22d agoIf it replaces all workers who exactly is spending this 30T when nobody has money? What does money even mean in a world where nobody has a job? Who would even be buying or paying these companies for their AIs in the first place?
- soco 22d agoI suppose they would still need some goons to help the robotic army push back the rioters.